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home
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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
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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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Back Dated Performance Reports
Quarterly Performance Reports
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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
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Investing During Uncertain Times
Read FULL Seminar Here
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Articles published by Fiserv, Inc.
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Fiserv Named a World’s Top FinTech Company by CNBC
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Fiserv Appoints Charlotte Yarkoni to Board of Directors
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CORRECTING and REPLACING Fiserv Adds the Amazon Shop with Points Program to its Popular uChoose Rewards Offering
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Fiserv Reports Second Quarter 2023 Results
July 26, 2023
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Fiserv Supports FedNow® Service with Multiple Financial Institution Clients Live at Launch
July 20, 2023
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Fiserv to Release Second Quarter Earnings Results on July 26, 2023
July 14, 2023
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Fiserv Commitment to Inclusion Recognized with Top Score on Disability Equality Index
July 11, 2023
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Financial Institutions See Significant Drop in Account-to-Account Transfer Fraud After Roll Out of Real-Time Risk Scoring from Fiserv
July 10, 2023
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Fiserv to Transfer Senior Notes Listings to New York Stock Exchange
July 05, 2023
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Restaurants can Streamline Order Management with New Clover Kitchen Display System
June 14, 2023
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Fiserv to Transfer Listing to New York Stock Exchange
May 25, 2023
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May 15, 2023
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May 01, 2023
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Fiserv Reports First Quarter 2023 Results
April 25, 2023
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Digital Issuance from Fiserv Eliminates Physical Debit Card Wait
April 18, 2023
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Fiserv to Release First Quarter Earnings Results on April 25, 2023
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March 31, 2023
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Fiserv Named to Fortune Ranking of America’s Most Innovative Companies
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Fiserv and Central Payments Deliver Modern Issuing Capabilities to Fintechs and Financial Institutions
March 20, 2023
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Fiserv to Present at BofA Securities Electronic Payments Symposium
March 20, 2023
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