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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
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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
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Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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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)
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Additional Information
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Event Schedule
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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 ESET
CRN Honors ESET on Security 100 List for MDR and AI Innovations
March 05, 2026
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ESET’s Ryan Grant Named a 2026 CRN Channel Chief
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ESET Research discovers PromptSpy, the first Android threat to use generative AI
February 19, 2026
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ESET Named Finalist for Best Security Company in Expert Insights Cybersecurity Community Awards 2026
February 13, 2026
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ESET’s Chief Security Evangelist Tony Anscombe to Speak at NetDiligence Cyber Risk Summit
February 06, 2026
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Russian Sandworm group attacks energy company in Poland with DynoWiper, ESET Research discovers
January 30, 2026
From
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Fake dating app used as lure in spyware campaign targeting Pakistan, ESET Research discovers
January 28, 2026
From
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The Voice of the Customer has spoken: ESET is a Customers’ Choice for Endpoint Protection according to Gartner® Peer Insights™
January 27, 2026
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New Chinese group LongNosedGoblin deploys cyberespionage tools in Southeast Asia and Japan, ESET Research discovers
December 18, 2025
From
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ESET Threat Report: AI-driven attacks on the rise; NFC threats increase and evolve in sophistication
December 16, 2025
From
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Iran’s MuddyWater targets critical infrastructure in Israel and Egypt, masquerades as Snake game – ESET Research discovers
December 02, 2025
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ESET Research: Chinese PlushDaemon group compromises network devices for adversary-in-the-middle attacks
November 19, 2025
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ESET to aid MSPs by integrating with ConnectWise Asio
November 07, 2025
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ESET Research APT Report: Russian attacks surge in Ukraine and Europe; Chinese groups target Latin American governments
November 06, 2025
From
ESET
Via
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North Korean Lazarus group targets the drone sector in Europe, likely for espionage, ESET Research discovers
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From
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This Cybersecurity Awareness Month, ESET Updates Its Home Security Portfolio for Advanced Ransomware and Scams
October 21, 2025
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ESET Research discovers new spyware posing as messaging apps targeting users in the UAE
October 02, 2025
From
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ESET Enhances its Basic Cybersecurity Awareness Training and Releases Free Resources for Cybersecurity Awareness Month
October 01, 2025
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ESET Research’s deep dive into DeceptiveDevelopment, North Korean crypto theft via fake job offers
September 25, 2025
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ESET Research: Russian FSB-linked Gamaredon and Turla team up to target high-profile Ukrainian entities
September 19, 2025
From
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Via
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UPDATE: SDSU Athletics Partners with Cybersecurity Leader ESET to Champion Student-Athlete Success On and Off the Field
September 18, 2025
From
ESET
Via
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SDSU Athletics Partners with Cybersecurity Leader ESET to Champion Student-Athlete Success On and Off the Field
September 18, 2025
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ESET Research discovers UEFI-compatible HybridPetya ransomware capable of Secure Boot bypass
September 12, 2025
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ESET Research discovers new Chinese threat group: GhostRedirector manipulates Google, poisons Windows servers with backdoors
September 04, 2025
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ESET discovers PromptLock, the first AI-powered ransomware
August 27, 2025
From
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Via
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ESET Research: Russian RomCom group exploits new vulnerability, targets companies in Europe and Canada
August 11, 2025
From
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Via
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ESET PROTECT Elite is a Security Winner of the 2025 CRN Tech Innovators Awards
August 07, 2025
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ESET and Amwins Partner to Offer Best-in-Class Cyber Insurance to Companies Across the US
July 15, 2025
From
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ESET Research uncovers variants of AsyncRAT, popular choice of cybercriminals
July 15, 2025
From
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