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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)
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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
Sample Portfolio
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
Tax-Free Income Seminar
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Domo Receives Multiple Awards in 2023 Ventana Research Buyers Guides
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Domo Announces Winners in Inaugural Higher Education Student Data Case Competition
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Domo Announces Timing of its Third Quarter Fiscal 2024 Earnings Conference Call
November 20, 2023
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Domo Named to Constellation ShortList™ for Marketing Analytics Solutions
November 08, 2023
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Domo Announces Finalists for Higher Education Student Case Competition
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Domo and Hope for Henry Named Finalists in Ventana Research Digital Leadership Awards
October 23, 2023
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Domo Named to the 2023 SaaS Awards Shortlist
October 16, 2023
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Domo Recognized as One to Watch in Snowflake’s Modern Marketing Data Stack Report
September 25, 2023
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Domo and Regional One Health Named 2023 Nucleus ROI Award Winners
September 18, 2023
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Domo Named an Overall Leader in Dresner Advisory Services’ 2023 Industry Excellence Awards
September 12, 2023
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Domo Strengthens Partnership With Google Cloud Through Google Cloud Ready - BigQuery Designation
August 30, 2023
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Domo Announces Domo.AI to Revolutionize the Way Businesses Manage and Deploy Artificial Intelligence
August 29, 2023
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Domo Introduces Educational Program to Prepare College Students for Data-forward Careers
August 23, 2023
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Domo to Host Innovation Summit on AI-Powered Data Experiences
August 22, 2023
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Domo Announces Timing of its Second Quarter Fiscal 2024 Earnings Conference Call
August 18, 2023
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Domo Named to Constellation ShortList™ for Multicloud Analytics and Business Intelligence Platforms and ShortList for Embedded Analytics
August 04, 2023
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Domo Recognized as an Overall Leader in the 2023 Dresner Wisdom of Crowds ® Business Intelligence Market Study
August 02, 2023
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Domo CTO Daren Thayne Honored as CXO of the Year by Utah Business Magazine
July 11, 2023
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Domo Ranked #1 Vendor in Dresner Advisory Services' 2023 Self-Service Business Intelligence Market Study
July 10, 2023
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June 01, 2023
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