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home
about us
Investment Approach
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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
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Back Dated Performance Reports
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EVENTS
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Event Schedule
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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
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COPT Defense Completes 557,000 Square Feet of Vacancy Leasing in 2025, Exceeds Revised Target
January 07, 2026
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COPT Defense Reports Third Quarter 2025 Results
October 30, 2025
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COPT Defense Acquires 142,000 Square Foot Building in Chantilly, VA
October 30, 2025
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COPT Defense Provides Conference Call Details to Discuss 3Q 2025 Results
October 01, 2025
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COPT Defense Prices $400 Million of 4.500% Senior Notes due 2030
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September 09, 2025
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COPT Defense Declares Third Quarter 2025 Common Dividend
August 14, 2025
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COPT Defense Reports Second Quarter 2025 Results
July 28, 2025
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COPT Defense Provides Conference Call Details to Discuss 2Q 2025 Results
July 01, 2025
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COPT Defense to Present at Nareit’s REITweek: 2025 Investor Conference
May 28, 2025
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COPT Defense Declares Second Quarter 2025 Common Dividend
May 20, 2025
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COPT Defense Reports First Quarter 2025 Results
April 28, 2025
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COPT Defense Executes Two Investment Leases in Redstone Gateway Totaling 55,000 SF, Bringing Total Portfolio Year-to-Date Investment Leasing to 103,000 SF
April 28, 2025
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COPT Defense Provides Conference Call Details to Discuss 1Q 2025 Results
April 03, 2025
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COPT Defense Executes 48,000 SF Lease with a Top 10 U.S. Defense Contractor at Franklin Center in Columbia Gateway
March 03, 2025
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COPT Defense to Present at Citi’s 2025 Global Property CEO Conference
February 25, 2025
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COPT Defense Increases Quarterly Dividend by 3.4%
February 20, 2025
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COPT Defense Establishes 2025 Guidance
February 06, 2025
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COPT Defense Reports Strong Full Year 2024 Results
February 06, 2025
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COPT Defense Announces Tax Treatment of 2024 Distributions
January 22, 2025
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COPT Defense Provides Conference Call Details to Discuss 4Q and YE 2024 Results and Management’s 2025 Outlook
January 08, 2025
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COPT Defense Declares Fourth Quarter 2024 Common Dividend
November 14, 2024
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COPT Defense Reports Strong Third Quarter 2024 Results
October 28, 2024
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COPT Defense Acquires Land for Data Center Shell Development near Des Moines, IA and an 80,000 Square Foot Building in San Antonio, TX
October 28, 2024
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COPT Defense Provides Conference Call Details to Discuss 3Q 2024 Results
October 03, 2024
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COPT Defense to Present at the BofA Securities 2024 Global Real Estate Conference
September 04, 2024
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COPT Defense Declares Third Quarter 2024 Common Dividend
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