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Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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home
about us
Investment Approach
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Market Analysis Summary
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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
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
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Articles published by Consensus Cloud Solutions, Inc.
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Consensus Cloud Solutions to Host Q2 2025 Investor Call on August 7, 2025
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eFax® Earns Spot on G2’s 2025 Best Software Awards for Healthcare Software Products
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Consensus Cloud Solutions to Host Q1 2025 Investor Call on May 7, 2025
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Consensus Cloud Solutions to Demonstrate How AI-Powered Fax Solutions Bridge Healthcare's Digital Divide at ViVE 2025
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Consensus Cloud Solutions to Host Q4 and Year End 2024 Investor Call on February 19, 2025
January 21, 2025
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Consensus Cloud Solutions Offers Free eFax Protect, a Secure Mobile Cloud Faxing Solution, to the LA Community Impacted by Wildfires
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Consensus Cloud Solutions Named a Leader in the 2024 IDC MarketScape for Worldwide Digital Fax
January 07, 2025
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Consensus Cloud Solutions Recognized Among Top 100 Healthcare Technology Companies by The Healthcare Technology Report
November 21, 2024
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Consensus Cloud Solutions, Inc. Reports Third Quarter 2024 Results; Releases Q4 2024 and Reaffirms Full Year 2024 Guidance
November 07, 2024
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Consensus Cloud Solutions to Host Q3 Investor Call on November 7, 2024
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Consensus Cloud Solutions and Olah Healthcare Technology Announce Partnership
September 17, 2024
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Consensus Cloud Solutions, Inc. Reports Second Quarter 2024 Results; Releases Third Quarter 2024 Guidance; Raises Full Year 2024 Adjusted EPS Guidance
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Consensus Cloud Solutions Celebrates the Evolution of eFax and Leadership in Digital Cloud Fax Technology
August 01, 2024
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Consensus Cloud Solutions to Host Q2 Investor Call on August 8th, 2024
July 08, 2024
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Consensus Cloud Solutions to Participate at the Goldman Sachs 45th Annual Global Healthcare Conference in June 2024
May 28, 2024
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Consensus Cloud Solutions to Participate at the Jefferies Global Healthcare Conference in June 2024
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Consensus Cloud Solutions, Inc. Reports First Quarter 2024 Results; Releases Q2 2024 and Reaffirms Full Year 2024 Guidance; Achieves Record GAAP Net Income/EPS and Non-GAAP Net Income/Non-GAAP EPS
May 08, 2024
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Consensus Cloud Solutions to Host Q1 Investor Call on May 8th, 2024
April 08, 2024
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Consensus Cloud Solutions, Inc. Provides Fourth Quarter and Full Year 2023 Results (Preliminary and Unaudited); Releases Q1 and Full Year 2024 Guidance
February 21, 2024
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Consensus Cloud Solutions to Host Q4 and 2023 Year End Investor Call on February 21, 2024
January 22, 2024
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Consensus Cloud Solutions to Participate at the 42nd Annual J.P. Morgan Healthcare Conference in January 2024
December 18, 2023
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