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home
about us
Investment Approach
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Firm ADV PDFs
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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
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
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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
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Back Dated Performance Reports
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TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
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Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
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Articles published by Carvana
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Carvana Thanks Customers with One-of-a-Kind Videos Detailing the Day They Met Their Car
May 09, 2023
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Remote Vehicle Sale Legislation Signed Into Law in Iowa
May 01, 2023
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April 26, 2023
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Carvana Co. Announces Extension of Private Exchange Offers, Increase in Exchange Consideration Relating to Existing 2025 Notes and Extension of Early Exchange Premium
April 19, 2023
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Carvana Celebrates Earth Day 2023 With Company-Wide Eco-Friendly Efforts, EV Donation
April 18, 2023
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Carvana Debuts Latest Signature Car Vending Machine in Fort Worth, Texas
April 12, 2023
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Carvana to Report First Quarter 2023 and Host Quarterly Conference Call on May 4
April 06, 2023
From
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Home Car Delivery Legislation Passes Illinois State Senate, Clears Initial Legislative Hurdle
March 31, 2023
From
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Carvana Launches Newest Iconic Car Vending Machine in the Empire State
March 29, 2023
From
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Carvana Kicks Off Sixth Season of Partnership with Phoenix Rising FC
March 28, 2023
From
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Carvana Co. Announces Private Exchange Offers Relating to Existing Notes
March 22, 2023
From
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Carvana Champions Women in Automotive During Women’s History Month and Beyond
March 08, 2023
From
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Carvana Named Best Lender For Buying A Car Online
February 27, 2023
From
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Carvana Supports Legislation To Protect Car Delivery
February 22, 2023
From
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Carvana Unveils Newest Iconic Car Vending Machine in Denver
February 22, 2023
From
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Carvana Turns 10, Celebrating A Decade of Disrupting The Automotive Industry
February 21, 2023
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Carvana Delivers Big, Adds Two Vehicles to the PPA Tour’s Impressive 2023 Prize Package
February 16, 2023
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Carvana Recognized As One Of America’s Best Employers For Third Consecutive Year
February 15, 2023
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Carvana, Jimmie Johnson Bring Florida Technical Students to NASCAR’s Biggest Event
February 07, 2023
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Carvana Surprises World’s No. 1 Female Pickleball Player Anna Leigh Waters With One-of-a-Kind Sweet 16 Gift
January 26, 2023
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Carvana Reaches Agreement with State of Illinois to Continue Bringing Greater Vehicle Selection, More Convenience and Lower Costs to Residents
January 24, 2023
From
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Carvana Adopts Tax Asset Preservation Plan Designed to Protect Long-Term Shareholder Value by Preserving the Availability of Its Net Operating Losses
January 17, 2023
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Carvana, Jimmie Johnson Rev Up Racing Season With The Carvana Racing Sweepstakes, Unveil New Legacy Motor Club Paint Scheme
January 12, 2023
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Carvana Expands in Oregon, Launches in Corvallis
December 14, 2022
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Carvana Hosts Nationwide Canned Food Drive In Celebration of Annual Happy Haulerdays™ Campaign
December 13, 2022
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Carvana Launches Co-Signer Financing in Cincinnati
October 19, 2022
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Carvana Expands Co-Signer Financing to Cleveland
October 19, 2022
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Carvana Unveils Co-Signer Financing in Yonkers
October 12, 2022
From
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