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home
about us
Investment Approach
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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)
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Quarterly Performance Reports
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Back Dated Performance Reports
Quarterly Performance Reports
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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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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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Articles published by CrowdStrike
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Adaptive Shield, a CrowdStrike Company, Named the Frost Radar™ Leader in SaaS Security Posture Management
December 09, 2024
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CrowdStrike Helps Secure the End-to-End AI Ecosystem Built on AWS
December 04, 2024
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CrowdStrike Named AWS 2024 Global Security Partner of the Year
December 03, 2024
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CrowdStrike and Ignition Technology Expand Partnership to Drive Cybersecurity Transformation in Ireland
November 07, 2024
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CrowdStrike Launches AI Red Team Services to Secure AI Systems Against Emerging Threats
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CrowdStrike to Acquire Adaptive Shield to Deliver the Only Platform that Unifies Cloud and Identity Security with Integrated SaaS Protection
November 06, 2024
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CrowdStrike Named a Leader in the 2024 GigaOm Radar Report for Cloud-Native Application Protection Platforms
November 04, 2024
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CrowdStrike Ranks Highest in Use Cases for Core Endpoint Protection and Managed Security Services in Gartner® 2024 Critical Capabilities for Endpoint Protection Platforms Report
October 31, 2024
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CrowdStrike’s Premier Fal.Con Conference Expands to Europe as Global Demand for Cybersecurity Consolidation Accelerates
October 30, 2024
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CrowdStrike and Fortinet Deliver Industry-Leading Protection from Endpoint to Firewall
October 22, 2024
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FTNT
CrowdStrike Achieves New ISO 27001 Certification, Reinforcing Commitment to World-Class Information Security Management
October 29, 2024
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New CrowdStrike Partnerships Accelerate Adoption of Industry-Leading Falcon Threat Intelligence
October 08, 2024
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CrowdStrike Expands CrowdStrike Marketplace to Meet Growing Demand for Integrated Cybersecurity Solutions
October 03, 2024
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CrowdStrike Named a Major Player in 2024 IDC MarketScape: Worldwide SIEM for Enterprise
October 03, 2024
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CrowdStrike Named a Leader in 2024 Gartner® Magic Quadrant™ for Endpoint Protection Platforms for Fifth Consecutive Time
September 25, 2024
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CrowdStrike Unveils Falcon Cloud Security Innovations to Unify Protection Across Cloud Infrastructure, Applications, Data and AI Models
September 18, 2024
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New CrowdStrike Falcon Platform Innovations Unify End-to-End Security and IT Operations to Remove Complexity and Stop Breaches
September 18, 2024
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CrowdStrike Launches CrowdStrike Financial Services, Accelerating Platform Consolidation
September 17, 2024
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CrowdStrike Expands Cybersecurity Startup Accelerator with AWS and NVIDIA to Support the Next Generation of Global Cloud Security Companies
September 16, 2024
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CrowdStrike and 1Password Expand Partnership to Protect 150,000 Customers and Empower SMBs
September 12, 2024
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Fal.Con 2024 Welcomes Record Number of Partner Sponsors to the Cybersecurity Event of the Year
September 09, 2024
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Fal.Con 2024 Brings Industry Leaders Together for the Cybersecurity Event of the Year
September 04, 2024
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CrowdStrike Named a Frost Radar™ Leader in Cloud Workload Protection Platforms for the Second Consecutive Year
August 29, 2024
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CrowdStrike Aims to Secure the Future of Generative AI Innovation in Collaboration with NVIDIA
August 27, 2024
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2024 CrowdStrike Threat Hunting Report: Nation-States Exploit Legitimate Credentials to Pose as Insiders
August 20, 2024
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CrowdStrike Falcon Complete Next-Gen MDR Sets the New Standard for Managed Detection and Response
July 15, 2024
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CrowdStrike Named a Customers’ Choice in Gartner® Peer Insights™ ‘Voice of the Customer’ Endpoint Protection Platforms Report
July 11, 2024
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CrowdStrike Expands Distribution Ecosystem to Transform Cybersecurity in Latin America
June 27, 2024
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CrowdStrike Exceeds $1 Billion in Sales with CDW, Achieves Diamond Level Partnership
June 26, 2024
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