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home
about us
Investment Approach
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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
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August 07, 2023
From
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From
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Cohesity Research Shows Businesses Are Open to Paying Ransoms Due to Cyber Resilience and Data Recovery Gaps
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Cohesity Expands Partnerships with Cisco and HPE to Grow Market Penetration of Its Cloud Services
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Winners Announced for Inaugural Cohesity Customer Excellence Awards
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Cohesity Announces Partnership with Google Cloud to Help Organizations Unlock the Power of Generative AI and Data
May 23, 2023
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Cohesity Expands Industry's Only Data Security Alliance and Announces New Integrations with Cybersecurity Leaders
May 23, 2023
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Cohesity Unveils Cohesity Catalyst: The Data Security & Management Summit
May 16, 2023
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Cohesity Collaborates with Microsoft to Simplify How Businesses Protect and Secure Their Data from Cyber Threats Including Ransomware Attacks
April 11, 2023
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Cohesity and OwnBackup Partner to Offer Simplified and Consolidated Data Protection for SaaS workloads
March 22, 2023
From
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Cohesity Appoints Seasoned Enterprise Sales and Field Operations Leader Kit Beall as Chief Revenue Officer
March 21, 2023
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Cohesity Named a 2023 Leader in the Omdia Universe: Protecting and Recovering Data in the Cloud Era
February 28, 2023
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Business Wire
New Cohesity Data Cloud Release 7.0 Expands Data Security and Management Capabilities to Combat Ransomware Attacks and Data Breaches
February 08, 2023
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Cohesity Named a Leader in Data Resilience Solution Suites Report by Independent Research Firm
December 08, 2022
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Adoption of Cohesity-Managed SaaS Offerings Skyrockets as Customers Demand an Innovative, Efficient, and Simple Way to Secure and Manage Data
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Cohesity Ups the Ante on Data Security and Management at AWS re:Invent
November 22, 2022
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Cohesity Announces DataHawk - Providing Protection, Detection, and Recovery Against Cyberattacks All From a Single SaaS Security Offering
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Cohesity Announces New Data Security Alliance with Industry Heavyweights in Security and Services to Collectively Help Enterprises Win the War Against Cyberattacks
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Cohesity named a Visionary in the 2022 Gartner® Magic Quadrant™ for Distributed File Systems and Object Storage
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October 04, 2022
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September 07, 2022
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