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home
about us
Investment Approach
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Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
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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
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
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Articles published by Fluidra
Fluidra Appoints Juan Graham as Chief Financial Officer
May 28, 2026
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Fluidra Delivers a Good Start to 2026, Consistent With Full-year Expectations
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Fluidra Delivers Strong 2025 Results, Advancing Its Strategic Priorities
February 26, 2026
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Fluidra Delivers a Strong Third Quarter
October 30, 2025
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Fluidra Delivers a Strong First Half, With Sales up 5% to €1,227 Million and Growth Across All Regions
July 31, 2025
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Fluidra Expands Its Role in Aquatic Sports With Four International Projects Worth €10 Million
May 22, 2025
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Fluidra Accelerates Digital Strategy with Acquisition of Pooltrackr
May 07, 2025
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Fluidra Delivers Strong Start to 2025, with Sales up 7% to €564 Million and Growth Across All Regions
May 07, 2025
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Fluidra presents its strategic plan and medium-term outlook
April 08, 2025
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Fluidra to Invest in 27% of Robotic Cleaner Player Aiper and Form Strategic Alliance
April 01, 2025
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Fluidra Proposes a Dividend Distribution of 0.60 Euros Per Share
March 27, 2025
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Fluidra Delivers Strong 2024 Results, With Sales of €2,102 Million and Adjusted EBITDA of €477 Million
February 27, 2025
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Fluidra to Acquire BAC Pool Systems
November 25, 2024
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Fluidra Achieves Sales of €1,637 Million and Expands EBITDA Margin in the First Nine Months of 2024
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Fluidra Achieves Sales of € 1,171 Million and Expands EBITDA Margin in the First Half of 2024
August 01, 2024
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Fluidra appoints Jaime Ramirez as Chief Executive Officer
May 20, 2024
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Fluidra Achieves Sales of €527 Million and EBITDA of €118 Million in the First Quarter
May 08, 2024
From
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Fluidra Proposes a Dividend Distribution of 0.55 Euros Per Share
March 21, 2024
From
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Fluidra Launches its €20 Million Venture Capital Fund, the First to Specialize in Pool and Wellness Startups
March 04, 2024
From
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Fluidra Results in Line With Guidance, With Sales of €2,051 and EBITDA of €445 Million
February 29, 2024
From
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Fluidra Achieves Sales of €1,623 Million in the First Nine Months of 2023
October 26, 2023
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Fluidra Achieves Sales of €1,186 Million in the First Half of the Year
July 28, 2023
From
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Fluidra Achieves Sales of €554 Million in the First Quarter and Maintains Its 2023 Guidance
May 10, 2023
From
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Fluidra Proposes a Dividend Distribution of 0.70 Euros Per Share
March 31, 2023
From
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Fluidra Closed 2022 with €2,389 Million Sales, up 9% on 2021
February 27, 2023
From
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Fluidra Reaches an Agreement to Acquire Meranus Group
December 23, 2022
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Fluidra Sales Grew by 15% in the First Nine Months of the Year
October 28, 2022
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Fluidra provides update on its financial performance in Q3 and full-year outlook
October 18, 2022
From
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Clara Valera, New Investor Relations and Business Development Director at Fluidra
October 13, 2022
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Fluidra Sales Grew by 22% in the First Half of the Year
July 29, 2022
From
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