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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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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
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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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Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
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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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Articles published by Fifth Third Bank
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American Banker Names Bridgit Chayt to 2024 Most Powerful Women in Banking List
September 24, 2024
From
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Business Wire
Tickers
FITB
Fifth Third Bank to Decrease Prime Lending Rate to 8.00%
September 18, 2024
From
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Fifth Third Celebrates Five Years of 100% Renewable Power
September 04, 2024
From
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Stripe Selects Fifth Third to Power Embedded Financial Services
July 29, 2024
From
Fifth Third Bank
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Business Wire
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FITB
Fifth Third Again Receives Top Score on Disability Equality Index
July 16, 2024
From
Fifth Third Bank
Via
Business Wire
Tickers
FITB
Fifth Third Bank Financial Empowerment Mobile Serves More Than 1,000 Residents in First 60 Days
July 11, 2024
From
Fifth Third Bank
Via
Business Wire
Tickers
FITB
Fifth Third Takes the Stress Out of Banking
July 11, 2024
From
Fifth Third Bank
Via
Business Wire
Tickers
FITB
Fifth Third Expands into Alabama, Opens Birmingham-based Commercial Banking Office
July 09, 2024
From
Fifth Third Bank
Via
Business Wire
Tickers
FITB
Fifth Third Enters into Settlement Agreement with CFPB
July 09, 2024
From
Fifth Third Bank
Via
Business Wire
Tickers
FITB
Fifth Third Bank Receives 2024 CSO Award
June 25, 2024
From
Fifth Third Bank
Via
Business Wire
Tickers
FITB
Fifth Third Named 2024 National Best and Brightest in Wellness Winner by National Association for Business Resources
June 24, 2024
From
Fifth Third Bank
Via
Business Wire
Tickers
FITB
Fifth Third Bank Opens Central Valley Commercial Banking Office
June 13, 2024
From
Fifth Third Bank
Via
Business Wire
Tickers
FITB
Fifth Third Named 2024 Enterprise Identity Management Project of the Year by the Identity Defined Security Alliance
June 11, 2024
From
Fifth Third Bank
Via
Business Wire
Tickers
FITB
For Third Consecutive Year, Fifth Third Private Bank Recognized as Best for High Net Worth Clients
June 06, 2024
From
Fifth Third Bank
Via
Business Wire
Tickers
FITB
Fifth Third Named to Newsweek’s America’s Greatest Workplaces for LGBTQ+
May 29, 2024
From
Fifth Third Bank
Via
Business Wire
Tickers
FITB
Fifth Third’s Financial Empowerment Mobile Begins New Season of Supporting Communities with SpringFour’s Financial Health Resources and Reimagined Experience
May 08, 2024
From
Fifth Third Bank
Via
Business Wire
Tickers
FITB
Fighting Food Insecurity and Supporting Communities Focus of “Fifth Third Day”
May 03, 2024
From
Fifth Third Bank
Via
Business Wire
Tickers
FITB
Fifth Third Bank Recognized Among 2024 Top Workplaces USA
March 20, 2024
From
Fifth Third Bank
Via
Business Wire
Tickers
FITB
Fifth Third Opens Tampa, FL-based Fifth Third Wealth Advisors Office
February 20, 2024
From
Fifth Third Bank
Via
Business Wire
Tickers
FITB
For Fifth Consecutive Year, Fifth Third Private Bank Recognized as Best Private Bank
January 09, 2024
From
Fifth Third Bank
Via
Business Wire
Tickers
FITB
Fifth Third Bank Named ‘Bank of the Year U.S.’ by The Banker
December 01, 2023
From
Fifth Third Bank
Via
Business Wire
Tickers
FITB
Fifth Third Named to Top Lists by Forbes, Time
November 30, 2023
From
Fifth Third Bank
Via
Business Wire
Tickers
FITB
Fifth Third Exceeds $180 Million Commitment to Empowering Black Futures Program, Publishes Inaugural Community Impact Report
November 14, 2023
From
Fifth Third Bank
Via
Business Wire
Tickers
FITB
Fifth Third Bank Signs Naming Rights Deal for Future Home of Spartanburg’s Professional Baseball Club
November 01, 2023
From
Fifth Third Bank
Via
Business Wire
Tickers
FITB
American Banker Names Fourteen Leaders from Fifth Third Bank to 2023 Most Powerful Women Lists
September 27, 2023
From
Fifth Third Bank
Via
Business Wire
Tickers
FITB
Fifth Third Offers Tips to Set Up New College Students for Financial Success and Independence
August 28, 2023
From
Fifth Third Bank
Via
Business Wire
Tickers
FITB
Fifth Third Bank to Increase Prime Lending Rate to 8.50%
July 26, 2023
From
Fifth Third Bank
Via
Business Wire
Tickers
FITB
Fifth Third Bank Names Stephanie Green as South Florida President
May 23, 2023
From
Fifth Third Bank
Via
Business Wire
Tickers
FITB
Fifth Third Bank Surprises Louisville and Charlotte Families on Fifth Third Day with Gift of College Savings
May 04, 2023
From
Fifth Third Bank
Via
Business Wire
Tickers
FITB
Fifth Third Bank to Increase Prime Lending Rate to 8.25%
May 03, 2023
From
Fifth Third Bank
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FITB
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