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home
about us
Investment Approach
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Brochure Supplement Amit Stavinsky
Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
Job Opportunities
Tamar Advisors
Own Your Practice
Letter to Clients
member log-in
contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Fund (TAF)
TAF sm Program
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Municipal Bonds
Taxable Bonds
Par, Premium, and Discount Bonds
Rating and Analyzing Bonds
Refunding & Pre-refunding
Bond Yields
Yield Curve
Secured Bonds
Mortgage Bonds
Unsecured Bonds
Debentures
Subordinated Debentures
Zero-Coupon Bonds
Convertible Bonds
High Yield Dividend Stocks
Independent Money Managers
Fees & Compensation
Corporate Cash Management
Fees & Compensation
Estate Planning
Financial Planning
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
Professional Alliance Network
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
MUNICIPAL BONDS
Municipal Bond Presentation
About Us
The Management
Global Asset Allocation Products
FIP Program
Classifying Municipal Bonds
Revenue Bonds
Credit Factors Affecting General Obligation Bonds
Credit Factors Affecting the Quality of Local Municipal Bonds
Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Normally Buy
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
Industrial Development Revenue Bonds
Lease-back Bonds
Special Tax Bonds
NHA/PHA Bonds
Moral Obligation Bonds
Municipal Notes
TANs/RANs
BANs
CLNs/GANs
Variable Rate Bonds/Notes
Build America Bonds
Double-Barreled Bonds
Bond Index Components
Open-end-Closed-end-Indenture
Sinking Fund
Bond Contracts
Bond Indenture
Official Statement
Bond Issuance Process
Analyzing GO Bonds
Analyzing Revenue Bonds
Debt Ratios
General Price Analysis of Municipal Bonds
Liquidity
Interest Rate Risk
Credit Risk
Coupon Risk
Maturity Risk
Municipal Bond Insurance
Municipal Bonds Unique Asset Class
Default Rates
What We Buy Currently
What We Normally Don’t Buy
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
INDEX FUNDS
Total Asset Fund (TAF)
TAF® Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
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Event Schedule
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Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
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Articles published by AvePoint, Inc.
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AvePoint Announces Third Quarter 2023 Financial Results
November 09, 2023
From
AvePoint, Inc.
Via
GlobeNewswire
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AVPT
AvePoint to Participate at Upcoming Investor Conferences
October 26, 2023
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Via
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AvePoint to Announce Third Quarter 2023 Financial Results on November 9
October 19, 2023
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AI Trust Foundation Launches at AvePoint #shifthappens Conference to Advance Beneficial AI
October 11, 2023
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Via
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AvePoint Launches AvePoint Opus, AI Powered Information Lifecycle Management Solution
October 10, 2023
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Via
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AvePoint Announces Anchor Investment by 65 Equity Partners
September 18, 2023
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Via
GlobeNewswire
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AvePoint Announces #shifthappens Conference 2023 to Accelerate Digital Workplace Success
August 30, 2023
From
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Via
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AvePoint to Participate at Upcoming Investor Conferences
August 17, 2023
From
AvePoint, Inc.
Via
GlobeNewswire
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AVPT
AvePoint Elevates Control Suite with Introduction of AvePoint EnPower
August 16, 2023
From
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Via
GlobeNewswire
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AVPT
AvePoint Announces Second Quarter 2023 Financial Results
August 09, 2023
From
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Via
GlobeNewswire
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AVPT
AvePoint Announces Confidence Platform Updates to Enhance Digital Workplace Capabilities
July 25, 2023
From
AvePoint, Inc.
Via
GlobeNewswire
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AVPT
AvePoint Expands 20-Year Microsoft Relationship with Microsoft 365 Backup, Enhancing Data Resiliency Suite
July 20, 2023
From
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Via
GlobeNewswire
Tickers
AVPT
AvePoint to Announce Second Quarter 2023 Financial Results on August 9
July 19, 2023
From
AvePoint, Inc.
Via
GlobeNewswire
Tickers
AVPT
AvePoint Achieves New ISO 27701:2019 Certification as Part of its Commitment to Security and Privacy
July 11, 2023
From
AvePoint, Inc.
Via
GlobeNewswire
Tickers
AVPT
AvePoint Continues to Invest in Channel Innovation to Boost Revenue Opportunities for Partners and Achieve Profitable Growth
June 28, 2023
From
AvePoint, Inc.
Via
GlobeNewswire
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AVPT
AvePoint Adds New Functionality to Cloud Backup for Salesforce, the Only FedRAMP (moderate) Authorized Solution on Salesforce AppExchange and AWS Marketplace
June 22, 2023
From
AvePoint, Inc.
Via
GlobeNewswire
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AVPT
AvePoint Fuels the Future of Secure Project Collaboration as a Microsoft Syntex Repository Services Launch Partner
May 23, 2023
From
AvePoint, Inc.
Via
GlobeNewswire
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AvePoint to Participate at Upcoming Conferences
May 11, 2023
From
AvePoint, Inc.
Via
GlobeNewswire
Tickers
AVPT
AvePoint Announces First Quarter 2023 Financial Results
May 10, 2023
From
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Via
GlobeNewswire
Tickers
AVPT
AvePoint Advances SaaS Management Capabilities to Help Organizations Thrive in the Digital Workplace
May 04, 2023
From
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Via
GlobeNewswire
Tickers
AVPT
AvePoint to Announce First Quarter 2023 Financial Results on May 10
April 19, 2023
From
AvePoint, Inc.
Via
GlobeNewswire
Tickers
AVPT
AvePoint Wins Two Awards and Named a Finalist at the 2023 Microsoft Singapore and Asia Pacific Partner of the Year Awards
April 04, 2023
From
AvePoint, Inc.
Via
GlobeNewswire
Tickers
AVPT
AvePoint Adds New Solutions to its FedRAMP (moderate) Authorization
March 14, 2023
From
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Via
GlobeNewswire
Tickers
AVPT
AvePoint Announces Fourth Quarter and Full Year 2022 Financial Results
March 09, 2023
From
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Via
GlobeNewswire
Tickers
AVPT
AvePoint to Host Investor Day on March 22
February 23, 2023
From
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Via
GlobeNewswire
Tickers
AVPT
AvePoint to Announce Fourth Quarter and Full Year 2022 Financial Results on March 9
February 16, 2023
From
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Via
GlobeNewswire
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AVPT
AvePoint Adds Governance, Management, Data Protection and Migration Support for Microsoft Power Platform
January 10, 2023
From
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Via
GlobeNewswire
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AVPT
AvePoint to Participate at 25th Annual Needham Growth Conference
December 20, 2022
From
AvePoint, Inc.
Via
GlobeNewswire
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AVPT
AvePoint Grows U.S. Public Sector Business Amid Demand for Digital Collaboration Security Solutions
November 29, 2022
From
AvePoint, Inc.
Via
GlobeNewswire
Tickers
AVPT
AvePoint to Host Virtual Product Showcase for Investors on December 14
November 17, 2022
From
AvePoint, Inc.
Via
GlobeNewswire
Tickers
AVPT
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