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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
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Articles published by Climb Channel Solutions
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Climb Channel Solutions Launches Bluebeam in LATAM Territory
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Climb Global Solutions, Inc. Acquires Douglas Stewart Software & Services, LLC, Expanding Reach in North America and Strengthening Education Sector Offerings
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Wasabi Technologies Now Available in Climb Channel Solutions’ Portfolio of GSA Offerings
July 18, 2024
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Climb Channel Solutions Announces Partnership with Flashpoint to Deliver Industry-Leading Threat Intelligence Solutions
June 13, 2024
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CRN Recognizes 7 Employees at Climb Channel Solutions on the 2024 Women of the Channel List and Names Climb’s VP of Marketing Worldwide as one of the 2024 Women of the Channel Power 100
May 14, 2024
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Climb Channel Solutions' Commitment to Excellence Recognized with Multiple Prestigious Awards in Q1 2024
April 30, 2024
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Climb Channel Solutions Launches Partnership with Automox, Providing Leading Endpoint Management Solution to North American Partners
April 25, 2024
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Scale Computing Approved on Climb Channel Solutions’ OMNIA Partners/NCPA and GSA Contracts
April 02, 2024
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Climb Channel Solutions Awarded NAM Distributor of the Year by Delinea
March 25, 2024
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Climb Channel Solutions and Global Technologies Join Forces
February 20, 2024
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Climb Channel Solutions Launches Worldwide Partnership with Panzura
February 15, 2024
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Wasabi Partner Network Awards Honors Climb Channel Solutions
January 26, 2024
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Climb Channel Solutions Announces Expanded Partnership with Jamf to Offer Apple Device Management and Protection to US Reseller Partners
January 10, 2024
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Climb Channel Solutions Announces the Launch of a New Partnership with DNSFilter in North America
December 19, 2023
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GFI Software Approved on Climb Channel Solutions’ GSA IT-70 Contract
December 07, 2023
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Climb Channel Solutions Expands Malwarebytes Partnership to North America, Providing MSPs and Resellers with Award-Winning Endpoint Security
November 30, 2023
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Security Compass Names Climb Channel Solutions Choice Distributor
November 21, 2023
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Climb Channel Solutions Recognized as a 2023 CDW Partner of the Year
November 15, 2023
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Climb Channel Solutions Announces Partnership with Kiteworks, Expanding Its Offerings to Include the Kiteworks-enabled Private Content Network
November 14, 2023
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Climb Channel Solutions Announces Authorized GitLab Distributor Partnership in North America
November 09, 2023
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Climb Channel Solutions Appoints Kim Stevens to Lead World-Wide Marketing
November 06, 2023
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Climb Channel Solutions Expands Cybersecurity Offerings in North America with Launch of New Partnership with FireMon
November 02, 2023
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Climb’s Technical Division, Cloud Know How, Rebrands to Climb Global Services
October 19, 2023
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Climb Global Solutions to Acquire Leading Ireland and UK IT Distributor, DataSolutions Holdings Limited
October 09, 2023
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Climb Channel Solutions Launches Partnership with GigaIO to Support Data Center Connectivity in the Channel
September 13, 2023
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Climb Channel Solutions Collaborates with Datadobi to Introduce Groundbreaking StorageMAP File System Assessment Service
August 29, 2023
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