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home
about us
Investment Approach
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Team Biographies
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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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
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Certara to Acquire Chemaxon to Strengthen Drug Discovery Software Portfolio
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Certara to Report Second Quarter 2024 Financial Results on August 6th, 2024
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Certara to Participate in the Jefferies Global Healthcare Conference
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Certara Appoints New Chief Human Resources Officer & General Counsel
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Certara Reports First Quarter 2024 Financial Results
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Certara Launches Cloud Platform to Further Unify its End-to-End Scientific Software Platform
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Certara to Report First Quarter 2024 Financial Results on May 7th, 2024 and Participate in the BofA Securities Healthcare Conference
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Certara Reports Fourth Quarter 2023 Financial Results
February 29, 2024
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Certara to Report Fourth Quarter and Full Year 2023 Financial Results on February 29th, 2024 and Participate in the Barclays 26th Annual Global Healthcare Conference
February 01, 2024
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Certara Acquires Applied BioMath Expanding Its Biosimulation Portfolio to Industrialize New Capabilities for Optimal Dosing for Novel Therapies
December 13, 2023
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Certara introduces Simcyp™ Biopharmaceutics software to increase efficiency of novel and generic drug formulation & development
November 21, 2023
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Certara Reports Third Quarter 2023 Financial Results
November 08, 2023
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Certara to Report Third Quarter 2023 Financial Results on November 8th, 2023, and participate in the Stephens Annual Investment Conference
October 11, 2023
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Certara Announces 300th Regulatory Submission Milestone Using its Technology-enabled Services and Software
September 19, 2023
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Certara to Participate in Upcoming Investor Conferences
August 29, 2023
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Certara Simcyp™ Group Awarded Two New Grants from US FDA
August 29, 2023
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Certara Reports Second Quarter 2023 Financial Results
August 09, 2023
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Certara to Report Second Quarter 2023 Financial Results on August 9th, 2023
July 13, 2023
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Certara to Participate in the Jefferies Global Healthcare Conference
June 02, 2023
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Certara Reports First Quarter 2023 Financial Results
May 08, 2023
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Certara Customers Received 90 Percent of US FDA Novel Drug Approvals for 9th Consecutive Year
April 27, 2023
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Certara to Report First Quarter 2023 Financial Results on May 8th, 2023 and Participate in the BofA Securities 2023 Healthcare Conference
April 10, 2023
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A.I. Coming to Certara’s D360 Scientific Informatics Software
March 09, 2023
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Certara announces the release of Simcyp™ PBPK Simulator Version 22, expanding ability to simulate untested scenarios for new patient and therapeutic types
March 07, 2023
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