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TSL's Turnkey Operation Platform
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Read FULL Seminar Here
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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
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
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MARKET RESEARCH
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Articles published by Domo
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Domo to Participate in Upcoming Investor Conferences
May 26, 2023
From
Domo
Via
Business Wire
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DOMO
Domo CMO Wendy Steinle Honored as a Utah Business 30 Women to Watch
May 23, 2023
From
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Business Wire
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Domo Ranked #1 Vendor in Dresner Advisory Services' 2023 Cloud Computing and Business Intelligence Market Study for the Seventh Consecutive Year
May 11, 2023
From
Domo
Via
Business Wire
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Domo Named a Leader in Nucleus Research’s 2023 Analytics Technology Value Matrix
May 03, 2023
From
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Via
Business Wire
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DOMO
Domo Named to the Women Tech Council Shatter List for 6th Consecutive Year
April 28, 2023
From
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Via
Business Wire
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DOMO
Domo Named a Challenger in 2023 Gartner Magic Quadrant for Analytics and BI Platforms
April 27, 2023
From
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Via
Business Wire
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DOMO
Domo Announces New Native Integrations that Help Customers Leverage Data Across a Growing Ecosystem of Cloud Data Platforms
March 29, 2023
From
Domo
Via
Business Wire
Tickers
DOMO
Domo Announces Winners of the 2023 Domo Community Ovation Awards
March 29, 2023
From
Domo
Via
Business Wire
Tickers
DOMO
Domo Announces New Features that Unleash the Power of Data to Multiply Business Impact
March 29, 2023
From
Domo
Via
Business Wire
Tickers
DOMO
Domo Announces 2023 Domo Community Ovation Awards Finalists
March 22, 2023
From
Domo
Via
Business Wire
Tickers
DOMO
Domopalooza 2023 Unveils Full Lineup of Industry Experts and Customer Speakers
March 20, 2023
From
Domo
Via
Business Wire
Tickers
DOMO
Domo Named a Winner of Five Dresner Advisory Services 2022 Technology Innovation Awards
February 21, 2023
From
Domo
Via
Business Wire
Tickers
DOMO
A New Global Report from Domo Shows More than 60% of Workers are “Sleepworking”
February 16, 2023
From
Domo
Via
Business Wire
Tickers
DOMO
Domo Announces Timing of its Fourth Quarter and Full-Year Fiscal 2023 Earnings Conference Call
February 15, 2023
From
Domo
Via
Business Wire
Tickers
DOMO
Domo Announces Domopalooza 2023, its Award-Winning Annual Customer Event
January 19, 2023
From
Domo
Via
Business Wire
Tickers
DOMO
Domo Executives to Participate in the 25th Annual Needham Growth Conference
January 06, 2023
From
Domo
Via
Business Wire
Tickers
DOMO
Domo Joins the Amazon SageMaker Ready Program
December 01, 2022
From
Domo
Via
Business Wire
Tickers
DOMO
Domo to Present at the Credit Suisse 26th Annual Technology Conference
November 22, 2022
From
Domo
Via
Business Wire
Tickers
DOMO
Domo Named Leader in Nucleus Research’s 2022 Embedded Analytics Technology Value Matrix
November 16, 2022
From
Domo
Via
Business Wire
Tickers
DOMO
Domo Announces Timing of its Third Quarter Fiscal 2023 Earnings Conference Call
November 15, 2022
From
Domo
Via
Business Wire
Tickers
DOMO
Domo Named “Customers’ Choice” in Gartner® Peer Insights™ Voice of the Customer Report for Analytics and Business Intelligence
November 01, 2022
From
Domo
Via
Business Wire
Tickers
DOMO
Domo Releases 10th Annual “Data Never Sleeps” Infographic
September 21, 2022
From
Domo
Via
Business Wire
Tickers
DOMO
Domo and Walker Edison Named 2022 Nucleus ROI Winners
September 15, 2022
From
Domo
Via
Business Wire
Tickers
DOMO
Domo Executives to Participate in the 2022 Deutsche Bank Technology Conference
August 22, 2022
From
Domo
Via
Business Wire
Tickers
DOMO
Domo Announces Timing of its Second Quarter Fiscal 2023 Earnings Conference Call
August 10, 2022
From
Domo
Via
Business Wire
Tickers
DOMO
Domo Recognized as an Overall Leader in the 2022 Dresner Advisory Services’ Industry Excellence Awards
August 09, 2022
From
Domo
Via
Business Wire
Tickers
DOMO
CORRECTING and REPLACING Domo Executives to Participate in the KeyBanc Technology Leadership Forum
August 05, 2022
From
Domo
Via
Business Wire
Tickers
DOMO
Domo Named to Parity.org’s Best Companies for Women to Advance List for Third Consecutive Year
August 01, 2022
From
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Via
Business Wire
Tickers
DOMO
Domo Named to 2022 SaaS Awards Shortlist
July 27, 2022
From
Domo
Via
Business Wire
Tickers
DOMO
HelloFresh Selects Domo to Support HR Operations
July 14, 2022
From
Domo
Via
Business Wire
Tickers
DOMO
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