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home
about us
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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
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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)
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Investing During Uncertain Times
Read FULL Seminar Here
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Articles published by Certara
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Certara Appoints Jon Resnick as Chief Executive Officer
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Certara Reports Third Quarter 2025 Financial Results
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Certara Automates Scientific Workflows with Phoenix® Cloud
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Certara to Participate in Upcoming Investor Conferences
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Certara Scientists are Among the Topmost Cited Biopharma Researchers
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Certara to Report Third Quarter 2025 Financial Results on November 6th, 2025
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Certara Launches Pinnacle 21® Enterprise Plus to Deliver Regulatory Submissions Faster
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Certara to Participate in Upcoming Investor Conferences
September 02, 2025
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Certara Reports Second Quarter 2025 Financial Results
August 06, 2025
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Certara Simcyp® Simulator Becomes First and Only Software Platform to Receive EMA Qualification Opinion for PBPK Modeling
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Certara Appoints Dr. Chris Bouton as Chief Technology Officer to Advance AI in-silico Drug Discovery and Development Platform
July 31, 2025
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Certara to Report Second Quarter 2025 Financial Results on August 6th, 2025
July 09, 2025
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Certara Announces Expansion of Clinical Technology Collaboration with Merck
July 08, 2025
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Certara Reports First Quarter 2025 Financial Results
May 05, 2025
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Certara to Participate in Upcoming Investor Conferences
April 29, 2025
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Certara Launches Non-Animal Navigator™ Solution to Help Drug Developers Reduce Reliance on Animal Testing
April 14, 2025
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Certara Reports Preliminary First Quarter 2025 Financial Results; Announces $100 Million Share Repurchase Authorization
April 14, 2025
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Certara Expands the Simcyp™ Simulator Platform Advancing Biopharmaceutics, Drug-Drug Interaction & Biologic Capabilities
April 01, 2025
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Certara Appoints Dr. Adrian McKemey as President of Drug Development Solutions
March 05, 2025
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Certara Reports Fourth Quarter 2024 Financial Results
February 26, 2025
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Certara to Report Fourth Quarter and Full Year 2024 Financial Results on February 26th, 2025 and Participate in Upcoming Investor Conferences
January 29, 2025
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Certara Reports Preliminary Fourth Quarter and Full Year 2024 Financial Results
January 15, 2025
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Certara to Participate in the 43rd Annual J.P. Morgan Healthcare Conference
January 02, 2025
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Certara Showcases 2024 Research Wins With Over 100 Papers Published
December 02, 2024
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Certara Reports Third Quarter 2024 Financial Results
November 06, 2024
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Certara to Participate in the Stephens Annual Investment Conference
October 28, 2024
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Certara Appoints John Reynders as New Independent Board Member
October 16, 2024
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Certara to Report Third Quarter 2024 Financial Results on November 6th, 2024
October 09, 2024
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Certara Completes Acquisition of Chemaxon
October 02, 2024
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