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TSL's Turnkey Operation Platform
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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
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
FIP
Event Schedule
TAM
Event Schedule
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
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
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Articles published by BTS Group AB
Selling Power Names BTS a Top Sales Training Company for 2026
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BTS Named a 2025 Top 50 Consulting Firm by The Consulting Report
June 18, 2025
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Selling Power Names BTS a Top Sales Training Company for 2025
May 19, 2025
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Christine Tao, Co-Founder of Sounding Board, Named to Inc. Magazine’s 2025 Female Founders 500 List
March 14, 2025
From
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Jessica Skon, President and CEO of BTS Group, named a Top 25 Consulting Firm CEOs of 2024
January 17, 2025
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BTS Named a Selling Power Magazine’s Top Virtual Sales Training Companies 2024 List
December 02, 2024
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BTS GROUP AB
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BTS hosts Leading in Messy Times, a social impact event during UNGA
September 17, 2024
From
BTS GROUP AB
Via
Business Wire
BTS Named a 2024 Top 50 Consulting Firm
July 25, 2024
From
BTS Group AB
Via
Business Wire
BTS Named to Selling Power Magazine’s Top Sales Training Companies 2024 List
May 15, 2024
From
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Via
Business Wire
BTS Named a Top 20 Leadership Training Company in 2024
April 22, 2024
From
BTS GROUP AB
Via
Business Wire
BTS Named a Top 20 Sales Training and Enablement Company in 2024
February 27, 2024
From
BTS Group AB
Via
Business Wire
BTS Named a Top 20 Assessment and Evaluation Company in 2023
December 12, 2023
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BTS Group AB
Via
Business Wire
BTS Named to Selling Power Magazine’s Top Virtual Sales Training Companies 2023 List
November 30, 2023
From
BTS Group AB
Via
Business Wire
Rosie Connor, Co-Founder of BTS Spark, named a 2023 Most Influential Educator in Australia by The Educator Magazine
July 28, 2023
From
BTS Group AB
Via
Business Wire
Lynn Collins and Sandra Hartog Published in Talent Assessment: Embracing Innovation and Mitigating Risk in the Digital Age
July 27, 2023
From
BTS GROUP AB
Via
Business Wire
BTS Joins HRC and GLAAD’s “Count Us In” Pledge Supporting LGBTQIA+ Rights
June 27, 2023
From
BTS Group AB
Via
Business Wire
BTS Named to Selling Power Magazine’s Top Sales Training Companies 2023 List
May 24, 2023
From
BTS GROUP AB
Via
Business Wire
BTS Named a Top 20 Sales Training and Enablement Company in 2023
April 19, 2023
From
BTS Group AB
Via
Business Wire
Jessica Skon, President and CEO of BTS Group, named one of Consulting Magazine’s 2022 Women Leaders in Consulting
April 19, 2023
From
BTS Group AB
Via
Business Wire
BTS Named a Top 20 Sales Training and Enablement Company in 2023
March 06, 2023
From
BTS GROUP AB
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Global firm BTS Group joins Cincinnati Innovation District as corporate partner
February 21, 2023
From
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Via
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BTS Recognized as a Leader in Assessments in 2022
December 08, 2022
From
BTS Group AB
Via
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BTS Named to Selling Power Magazine’s Top Virtual Sales Training Companies 2022 List
November 18, 2022
From
BTS Group AB
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BTS and Clients Win 44 Brandon Hall Group Excellence Awards In 2022
August 30, 2022
From
BTS Group AB
Via
Business Wire
BTS Named to Selling Power Magazine’s Top Sales Training Companies 2022 List
May 19, 2022
From
BTS Group AB
Via
Business Wire
BTS Recognized as a Leader in 2022 Gartner® Magic Quadrant™ for Sales Training Service Providers
April 21, 2022
From
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Via
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