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home
about us
Investment Approach
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Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
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
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
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
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
TAM
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
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
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Articles published by Flexjet
FLEXJET FIRST TO RECEIVE EMBRAER PRAETOR 600E DELIVERY, INTRODUCING REVOLUTIONARY SMART WINDOW™ TECHNOLOGY
Today 8:00 EDT
From
Flexjet
Via
GlobeNewswire
FLEXJET UNVEILS ITS FIRST DEDICATED LUXURY TERMINAL IN EUROPE AT FARNBOROUGH AIRPORT
September 10, 2026
From
Flexjet
Via
GlobeNewswire
FLEXJET DEBUTS CUSTOM FORMULA 1® CAR AT THE QUAIL, A MOTORSPORTS GATHERING, ILLUSTRATING THE PARTNERSHIP’S RUNWAY AND RACEWAY SYNERGY
August 12, 2026
From
Flexjet
Via
GlobeNewswire
FORMULA 1® AND FLEXJET ANNOUNCE MULTI-YEAR GLOBAL PARTNERSHIP
July 01, 2026
From
Flexjet
Via
GlobeNewswire
FLEXJET RETURNS AS OFFICIAL SPONSOR FOR LAVER CUP LONDON 2026
June 24, 2026
From
Flexjet
Via
GlobeNewswire
FLEXJET CHAIRMAN KENN RICCI HONORS GEORGE A. ANTONIADIS WITH THE KENN RICCI LIFETIME LIVING LEGENDS OF AVIATION ENTREPRENEUR AWARD
January 26, 2026
From
Flexjet
Via
GlobeNewswire
LEADING LONGEVITY BRAND FOUNTAIN LIFE PARTNERS WITH FLEXJET TO OFFER PRIVATE JET FLIERS LONGER, HEALTHIER LIVES
December 16, 2025
From
Flexjet
Via
GlobeNewswire
RICCI FAMILY FOUNDATION REPURPOSES TRAINING AIRCRAFT AND DONATES PROCEEDS TO ABLE FLIGHT
November 24, 2025
From
Flexjet
Via
GlobeNewswire
Kenn and Pamela Ricci Family Establishes Two Endowed Chairs for Innovation at Embry-Riddle Aeronautical University
October 27, 2025
From
Flexjet
Via
GlobeNewswire
Otto Aerospace Secures Historic 300 Aircraft Order with Flexjet
September 29, 2025
From
Flexjet
Via
GlobeNewswire
FLEXJET UNVEILS FIRST GULFSTREAM G700, REDEFINING LUXURY IN PRIVATE JET TRAVEL
September 17, 2025
From
Flexjet
Via
GlobeNewswire
FLEXJET RAISES $800 MILLION EQUITY INVESTMENT FROM INVESTMENT GROUP LED BY L CATTERTON
July 21, 2025
From
Flexjet
Via
GlobeNewswire
Embry-Riddle Aeronautical University Freshman Wins $100,000 in Flexjet’s Project LXi – Design the Ultimate Private Jet Interior Contest
July 01, 2025
From
Flexjet
Via
GlobeNewswire
EXQUISITE CABIN DESIGN FROM THE AIR TO THE WATER: FLEXJET & FERRETTI GROUP UNVEIL THE RIVA VOLARE PRIVATE JET & HELICOPTER INTERIOR
June 27, 2025
From
Flexjet
Via
GlobeNewswire
Flexjet joins Laver Cup 2025 as Official Sponsor
June 23, 2025
From
Flexjet
Via
GlobeNewswire
FLEXJET BREAKS GROUND ON NEW CUSTOM-DESIGNED PRIVATE TERMINAL IN SCOTTSDALE, ARIZONA
May 23, 2025
From
Flexjet
Via
GlobeNewswire
NEXTANT AEROSPACE, ENGINEERING ARM FOR FLEXJET, NOW OFFERS STARLINK INFLIGHT CONNECTIVITY FOR SELECT BOMBARDIER BUSINESS AIRCRAFT
August 13, 2024
From
Flexjet
Via
GlobeNewswire
FERRETTI GROUP & FLEXJET ANNOUNCE STRATEGIC PARTNERSHIP
May 30, 2024
From
Flexjet
Via
GlobeNewswire
Flexjet Achieves Triple-Crown of Aviation Safety Awards, Earning FAA Diamond Award of Excellence for Aviation and Maintenance, ARG/US Platinum Safety Rating and IS-BAO Certification
April 23, 2024
From
Flexjet
Via
GlobeNewswire
Flexjet Chairman Kenn Ricci Joins Embry-Riddle Aeronautical University Board of Trustees
April 18, 2024
From
Flexjet
Via
GlobeNewswire
Flexjet’s Sikorsky S-76 Super-Midsize Helicopter Lands at Palm Beach International Boat Show
March 13, 2024
From
Flexjet
Via
GlobeNewswire
Directional Aviation’s Kenn Ricci Presents HEICO CEO Larry Mendelson with Kenn Ricci Lifetime Living Legends of Aviation Entrepreneur Award
January 24, 2024
From
Flexjet
Via
GlobeNewswire
Flexjet Helps Naples Winter Wine Festival Bloom this year with Flight Hours and Helicopter Showcase
December 19, 2023
From
Flexjet
Via
GlobeNewswire
Purdue, Flexjet Partner to Launch AeroSphere for Business Aviation
November 16, 2023
From
Flexjet
Via
GlobeNewswire
Flexjet Red Label Training Academy Elevates in Cabin Service With Hospitality Training from Best in Industry
November 14, 2023
From
Flexjet
Via
GlobeNewswire
Flexjet Helicopter Service Available from Florida to The Bahamas including Tailored Landing Zones
November 06, 2023
From
Flexjet
Via
GlobeNewswire
Flexjet Named One of Northeast Ohio’s Best Places to Work for the 20th Year
September 29, 2023
From
Flexjet
Via
GlobeNewswire
Flexjet Introduces Embraer Praetor 600 on Nationwide Tour
September 27, 2023
From
Flexjet
Via
GlobeNewswire
Flexjet Opens Futuristic $50 Million Global Headquarters in Cleveland
September 12, 2023
From
Flexjet
Via
GlobeNewswire
Flexjet First in Industry to Launch Starlink by SpaceX – The World’s Most Advanced In-Flight Connectivity Solution
September 19, 2023
From
Flexjet
Via
GlobeNewswire
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