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TSL's Turnkey Operation Platform
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Read FULL Seminar Here
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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
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
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Articles published by BZI
BZI® Construction Innovation Day Highlights One-of-A-Kind Equipment and InnovaTech®, LLC’s Leadership in Construction and Steel Industry Innovations that Increase Efficiencies, Safety and Accelerate Project Delivery
June 18, 2026
From
BZI
Via
Business Wire
BZI to Celebrate Its Multi-Year Sponsorship Partnership at the 40th Annual Larry H. Miller Utah Summer Games Opening Ceremonies, to be held on June 5, 2026 in Cedar City
June 04, 2026
From
BZI
Via
Business Wire
BZI® Highlights Its Industry-Best Approach to Safety Culture, Innovations, Training and Processes During National Safety Week
May 07, 2026
From
BZI
Via
Business Wire
BZI®’s Customer Growth and Market Expansion Open Many New Job Opportunities at One of the Nation’s Top Places to Work for Its Culture, Training, Safety and Outstanding Benefits
April 29, 2026
From
BZI
Via
Business Wire
BZI® Honored with USA TODAY Top Workplaces 2026 Leadership Award to CEO James Barlow; Named #1 Employer for Frontline Workers; and Ranked #7 In Companies with 500-999 Employees
April 16, 2026
From
BZI
Via
Business Wire
BZI® Wins Seven 2026 Top Workplaces Awards for Culture Excellence and the Construction Industry Award, Recognizing Multiple Areas of Accomplishment
April 02, 2026
From
BZI
Via
Business Wire
BZI® Announces Its New ExoClip™, ExoWall™ and EntroDeck™ Products Are Now Available for Architects and Engineers to Integrate Specs Into Early Stages of Building Design to Further Enhance Safety and Efficiency
March 19, 2026
From
BZI
Via
Business Wire
BZI®’s President Thomas Harker Honored in the 2026 Utah Business Forty Under 40
March 05, 2026
From
BZI
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Business Wire
BZI® Announces Thomas Harker as President, New Executive Leadership Roles Across Its Companies, and Updated Branding
February 19, 2026
From
BZI
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Business Wire
BZI® Celebrates 2025 as a Year of Outstanding Impact on Organizational, Revenue and Customer Growth, as well as Performance, Innovations, Industry Recognition, Culture, and Community Contributions
January 15, 2026
From
BZI
Via
Business Wire
BZI® Named #3 in the Utah Top Workplaces 2025 by The Salt Lake Tribune
September 16, 2025
From
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BZI Innovation Park Leads Panel on the Company’s Positive Impact on Economy and Local Communities in Southern Utah at the What’s Up Down South Event, January 15, 2026, Dixie Convention Center, St. George
January 15, 2026
From
BZI
Via
Business Wire
SUU/BZI Youth Engineering Academy Grows More Than Six-Fold in Three Years, Significantly Increasing Opportunities and Positive Influence on K-12 STEM Students and Innovators of the Future
August 14, 2025
From
BZI
Via
Business Wire
BZI® Named No. 6 in ENR’s List of Top 20 Steel Companies
November 12, 2025
From
BZI
Via
Business Wire
BZI® Increases Hiring to Support More Construction Sites in Hesperia and Moreno Valley, and Extends Community Contributions in Its California Markets
May 15, 2025
From
BZI
Via
Business Wire
BZI® Presented Metrics That Demonstrate Its Pre-assembly, Panelization Methods and Tools Mitigate Hazards, Increase Efficiency, and Provide Additional Opportunities for Cost Savings at the 2025 Lean Construction Institute Congress
October 30, 2025
From
BZI
Via
Business Wire
BZI® Celebrates Construction Safety Week With Impressive TRIR and EMR Safety Numbers, AISC Safety Award and SteelTech Academy™ Training Results
May 08, 2025
From
BZI
Via
Business Wire
BZI® Presents Positive Impact and Response of Affiliate BZI Innovation Park, LLC and Nautilus 1 Building, as Chief Marketing Officer, Spencer Douglas, Receives the Transformational Leader Award at the One Utah Summit
October 09, 2025
From
BZI
Via
Business Wire
BZI Brings Construction Jobs, Training and Safety Programs to Salinas, California, and Introduces Its Community Contributions Initiative
April 22, 2025
From
BZI
Via
Business Wire
BZI® to Celebrate the Grand Opening of Nautilus 1, The First Building Within Affiliate BZI Innovation Park, LLC’s 820-Acre Development, and Its First Permanent Tenant, Iron Depot™, on October 3, from 11am-1pm
October 02, 2025
From
BZI
Via
Business Wire
BZI®’s James Barlow Named Among Top CEOs of the Year 2025 by Utah Business and CEO of the Year by Cedar City Chamber of Commerce
April 02, 2025
From
BZI
Via
Business Wire
BZI®’s Affiliate InnovaTech® Receives First Place in the 2025 Utah Business Innovation Awards in the Industrial Manufacturing Category
September 10, 2025
From
BZI
Via
Business Wire
BZI® Celebrates Its High Ranking as #11 of Midsize Companies in the Nation for Top Workplaces at the USA Today 2025 National Award Summit in Las Vegas
March 26, 2025
From
BZI
Via
Business Wire
BZI® and InnovaTech® to Feature Construction Innovations BeamChamp® and SkyBrace® at FABTECH 2025, Booth #A5974, September 8-11, at Chicago’s McCormick Place
September 04, 2025
From
BZI
Via
Business Wire
BZI®, a Leading Construction and Steel Company, Celebrates 2024 as Another Outstanding Year in Production and Installation Performance, Industry Recognition and Customer Acquisition
January 16, 2025
From
BZI
Via
Business Wire
BZI® Announces its Affiliate BZI Innovation Park LLC’s Industrial Park and Transportation Hub is Ready for Customers, Showcases Its First Tenants, and Celebrates Milestone of 600 Railcars Delivered by RailSync™
July 02, 2025
From
BZI
Via
Business Wire
BZI Awarded Global “Inc. Best in Business 2024” for the Construction Industry
December 12, 2024
From
BZI
Via
Business Wire
BZI®’s Innovatech® To Showcase Equipment Innovations and Advancements for the Steel and Construction Industries at The Steel Conference (NASCC), Booth #1071, April 2-4, 2025 in Louisville, Kentucky
March 25, 2025
From
BZI
Via
Business Wire
BZI’s Innovatech® to Showcase New Beam Rotator “Beam Champ® 30” for Welding Teams at FABTECH Expo Booth #S31178, October 15-17, 2024
October 14, 2024
From
BZI
Via
Business Wire
BZI® Presents a Strong Case for Its Differentiated Panelization Approach at the Advancing Prefabrication Conference, February 17-20, 2025
February 19, 2025
From
BZI
Via
Business Wire
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