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home
about us
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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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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
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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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Event Schedule
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Investing During Uncertain Times
Read FULL Seminar Here
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DP World Expands Freight Forwarding Network with New Office in Panama
October 22, 2024
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DP World Appoints David D'Annunzio Global Vice President for Automotive Logistics
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DP World Brings the Beyond Boundaries Initiative to USA to Support the Growth of Cricket
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DP World Announces Major Investments in Latin American Ports to Boost Capacity and Efficiency
June 03, 2024
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DP World Prince Rupert Boosts Efficiency, Reliability in the Global Supply Chain
February 27, 2024
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DP World Champions Global Logistics, Successfully Delivers Monorail Cars to Dominican Republic
February 22, 2024
From
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Carlos Merino Appointed CEO of DP World in Peru
February 20, 2024
From
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DP World Marine Services Launches New Colombia-Panama Route As It Expands Global Network
February 13, 2024
From
DP World
Via
Business Wire
DP World Welcomes First LNG-Powered Container Vessel at Brazil’s Port of Santos
January 25, 2024
From
DP World
Via
Business Wire
North American Firms See Tech as Silver Lining in 2024 Business Forecast
January 23, 2024
From
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Via
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DP World Sets Historic Record in Peruvian Ports by Handling 1.64 Million TEUs in 2023
January 18, 2024
From
DP World
Via
Business Wire
DP World Appoints Carla Montenegro as Vice President of Freight Forwarding for the Americas
January 15, 2024
From
DP World
Via
Business Wire
DP World and Canpotex Announce Long-Term Agreement
January 09, 2024
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Via
Business Wire
DP World Posorja Welcomes First Maersk Service Route, Boosting Ecuador’s Maritime Connectivity
January 04, 2024
From
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Via
Business Wire
DP World, Canary Media Explore Electric Vehicle Supply Chain Dynamics
December 13, 2023
From
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Via
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DP World Enhances Sustainability Leadership in the Americas with Key Appointment
December 05, 2023
From
DP World
Via
Business Wire
DP World Announces Start of Air Cargo Hub Operations in Punta Cana
November 30, 2023
From
DP World
Via
Business Wire
DP World Partners with Enel Peru to Advance Use of Renewable Energy, Carbon Neutrality
November 07, 2023
From
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Via
Business Wire
DP World Expands Automotive Logistics Expertise with Acquisition of CFR Rinkens
October 19, 2023
From
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Via
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DP World Dominicana Wins Prestigious 2023 AAPA-CIP Port Industry Award of Excellence
October 18, 2023
From
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Via
Business Wire
DP World: Solidifying South America’s Central Role in Enabling Trade Across the Americas
September 26, 2023
From
DP World
Via
Business Wire
Morten Johansen, Executive Vice President Americas, DP World Accepted into Forbes Business Council
September 12, 2023
From
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Via
Business Wire
DP World, Supply Chain Dive Survey Finds: ESG Tops the List of Global Supply Chain Concerns
September 06, 2023
From
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Brian Enright, CEO of DP World Americas, Accepted into Forbes Business Council
August 15, 2023
From
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DP World and Cemex’s Regenera Join Forces to Enhance Sustainable Waste Management
August 10, 2023
From
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Via
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DP World Appoints Terry Donohoe as Vice President, Freight Forwarding, Americas
August 01, 2023
From
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DP World, Canary Media Report Examines Sustainability Across the Clean Energy Supply Chain
July 24, 2023
From
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