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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
Form CRS
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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
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
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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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Articles published by Consolidated Communications
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Consolidated Communications Celebrates Employees for Commitment to Volunteer Service
April 19, 2023
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Consolidated Communications Announces Receipt of “Take Private” Proposal from Searchlight Capital and British Columbia Investment Management
April 13, 2023
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Maine Residents in Farmington and Blue Hill Peninsula Regions Can Now Get Multi-Gig Internet from Fidium Fiber
April 12, 2023
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Consolidated Communications Releases 2022 Environmental, Social and Governance Report
April 11, 2023
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Consolidated Communications to Release First Quarter 2023 Earnings on May 2
April 03, 2023
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Consolidated Communications to Participate at New Street Research’s Second Annual Fiber to the Future Conference
March 22, 2023
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Consolidated Communications to Participate in the J.P. Morgan Global High Yield & Leveraged Finance Conference
March 02, 2023
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Consolidated Communications Reports Positive Broadband Net Adds for 2022 and Announces Fourth Quarter and Full Year 2022 Results
February 28, 2023
From
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Business Wire
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Consolidated Communications Wins Nearly $17 Million to Expand Fiber Internet in Maine
February 27, 2023
From
Consolidated Communications
Via
Business Wire
Tickers
CNSL
Consolidated Communications Awarded $40 Million in Grants to Aid in Building Fiber to 57,000 Homes in New Hampshire
February 22, 2023
From
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Via
Business Wire
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Consolidated Communications Awards $22,500 in Grants for K-12 Schools
February 21, 2023
From
Consolidated Communications
Via
Business Wire
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Consolidated Communications Recognized as U.S. Best-in-Class Employer by Gallagher for Second Consecutive Year
February 09, 2023
From
Consolidated Communications
Via
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Fidium Fiber’s Gig-Speed Internet and WiFi Solution is Now Available to Small Businesses
February 02, 2023
From
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Consolidated Communications Hires Gaurav Juneja as President of Consumer Business
February 01, 2023
From
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Via
Business Wire
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Consolidated Communications to Release Fourth Quarter 2022 Earnings on Feb. 28
January 30, 2023
From
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Cyberattacks Cost Small Businesses, While Prevention Attracts Customers
January 27, 2023
From
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Via
Business Wire
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CNSL
Consolidated Communications Advances B2B Strategy with Appointment of Dan Stoll as President of Commercial and Carrier Business
January 10, 2023
From
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Via
Business Wire
Tickers
CNSL
Expansion of Fidium to Continue in Northern New England in 2023
December 14, 2022
From
Consolidated Communications
Via
Business Wire
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Fidium’s Multi-Gig-Speed Internet Now Available in Conway, N.H. Area
December 13, 2022
From
Consolidated Communications
Via
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Consolidated Communications Announces Inducement Grants Under NASDAQ Listing Rule 5635(C)(4)
December 02, 2022
From
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Consolidated Communications Closes on Sale of its Kansas City Assets
December 01, 2022
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Consolidated Communications Announces CFO Transition
November 29, 2022
From
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Via
Business Wire
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Consolidated Communications Announces Extension of Revolving Credit Facility
November 23, 2022
From
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Via
Business Wire
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Celebrating One Year of Better Internet: The Fidium Truck is Coming Your Way
November 09, 2022
From
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Via
Business Wire
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Consolidated Communications Reports Record Fiber Adds and Third Quarter 2022 Results
November 01, 2022
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Passwords and People are the Biggest Risks to Businesses’ Cyber Security, says Consolidated Communications’ Head of Network Security
October 26, 2022
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Southern Vermont Communications Union District Wins $9 Million Grant to Expand Fiber in Southwest Vermont
October 19, 2022
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Consolidated Communications to Release Third Quarter 2022 Earnings on Nov. 1
October 05, 2022
From
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Fidium Advances Fiber in Maine by 50 Percent
September 22, 2022
From
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Via
Business Wire
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CNSL
Manchester, N.H. Ranks in Top Five College Towns with Fastest Broadband Speeds, Thanks to Fidium
September 21, 2022
From
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CNSL
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