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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
Services, Fees and Compensation
Client Information
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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Event Schedule
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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
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Essential Utilities Shows Holiday Spirit Announcing More than $1.2 Million in Donations Through Two Major Campaigns
December 18, 2025
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Essential Utilities Named to Newsweek’s List of America’s Most Responsible Companies for Fifth Straight Year
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Essential Utilities Reports Third Quarter 2025 Results
November 04, 2025
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Essential Declares December 2025 Dividend
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Essential Utilities Highlights Sustainability Progress in 2024 Report
October 16, 2025
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Essential Utilities Names Sadzi Martha Oliva as President of Aqua Indiana
September 08, 2025
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Business Wire
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Essential Utilities Celebrates 20th Anniversary of National Water Quality Month
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Essential Utilities Reports Strong Second Quarter 2025 Results
July 31, 2025
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Essential Utilities to Report Earnings for Q2 2025
July 14, 2025
From
Essential Utilities Inc.
Via
Business Wire
Tickers
WTRG
Essential Utilities Names Daniel Ramirez-Cisneros as President of Aqua Texas
July 02, 2025
From
Essential Utilities Inc.
Via
Business Wire
Tickers
WTRG
Essential Utilities Recognized among the 50 Most Community-Minded Businesses in the Greater Philadelphia Region
July 01, 2025
From
Essential Utilities Inc.
Via
Business Wire
Tickers
WTRG
Essential Utilities Reports Strong First Quarter 2025 Results, 2025 Guidance and Long-Term Targets Affirmed
May 12, 2025
From
Essential Utilities Inc.
Via
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Tickers
WTRG
Essential Utilities to Report Earnings for Q1 2025
April 14, 2025
From
Essential Utilities Inc.
Via
Business Wire
Tickers
WTRG
Essential Utilities Announces Ed Vallejo as New Investor Relations Director
February 28, 2025
From
Essential Utilities Inc.
Via
Business Wire
Tickers
WTRG
Essential Utilities Reports Financial Results for Full Year 2024
February 26, 2025
From
Essential Utilities Inc.
Via
Business Wire
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Essential Utilities Declares June 2025 Dividend
February 19, 2025
From
Essential Utilities Inc.
Via
Business Wire
Tickers
WTRG
Essential Utilities Nourishes Communities with Fourth Annual Fall for Food Banks Program
January 07, 2025
From
Essential Utilities Inc.
Via
Business Wire
Tickers
WTRG
Essential Utilities to Report Financial Results for Full Year 2024
December 18, 2024
From
Essential Utilities Inc.
Via
Business Wire
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Essential Utilities Celebrates the 50th Anniversary of the Safe Drinking Water Act, Reinforces Commitment to Water Quality
December 18, 2024
From
Essential Utilities Inc.
Via
Business Wire
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WTRG
Essential Utilities Donates $385,000 to United Way to Match Employee Giving
December 13, 2024
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Essential Utilities Inc.
Via
Business Wire
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WTRG
Essential Utilities Declares March 2025 Dividend
December 11, 2024
From
Essential Utilities Inc.
Via
Business Wire
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Essential Utilities Reports Financial Results for Q3 2024
November 04, 2024
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Essential Declares December 2024 Dividend
October 30, 2024
From
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Business Wire
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Essential Utilities to Report Earnings for Q3 2024
September 12, 2024
From
Essential Utilities Inc.
Via
Business Wire
Tickers
WTRG
Essential Utilities Announces Appointment of Two Finance Leaders
August 21, 2024
From
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Business Wire
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Essential Utilities Reports Financial Results for Q2 2024
August 05, 2024
From
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Business Wire
Tickers
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Essential Declares 6% Dividend Increase
July 31, 2024
From
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Via
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Essential Utilities to Report Earnings for Q2 2024
June 28, 2024
From
Essential Utilities Inc.
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Business Wire
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Essential Utilities Named a Leader in Climate Action by USA TODAY
May 30, 2024
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Essential Utilities Inc.
Via
Business Wire
Tickers
WTRG
Essential Utilities Celebrates the Success of Its Month-Long 2024 Earth Day Celebration
May 29, 2024
From
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