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home
about us
Investment Approach
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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
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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
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Back Dated Performance Reports
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TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
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Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
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Articles published by Fortinet, Inc.
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The Pittsburgh Steelers Name Fortinet a “Proud Partner,” Leverage the Fortinet Security Fabric Platform
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Fortinet Reports Third Quarter 2024 Financial Results
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Media Advisory: Fortinet Returns to World Economic Forum Annual Meeting on Cybersecurity
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Fortinet Delivers AI-Enhanced Data Protection and Insider Risk Management
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Fortinet Report Finds Nearly 70% of Organizations Say Their Employees Lack Fundamental Security Awareness
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Fortinet FortiGuard Labs Observes Darknet Activity Targeting the 2024 United States Presidential Election
October 15, 2024
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Fortinet Expands Its Cloud-Native Security Offerings with the Introduction of Lacework FortiCNAPP
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Fortinet is the Only Leader Positioned as Highest in Ability to Execute for the Fourth Consecutive Year in the 2024 Gartner® Magic Quadrant™ for SD-WAN
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Fortinet to Announce Third Quarter 2024 Financial Results
October 02, 2024
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Fortinet Announces Progress Toward its Mission to Tackle the Cybersecurity Skills Shortage
September 25, 2024
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Fortinet Honored as Winner of the 2024 SC Awards for Best Professional Certification Program
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Fortinet Opens New Company-Owned Innovation Hub in Chicago, Deepening its Global Reach and Commitment to Elevating Enterprise Customer Experiences Worldwide
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Fortinet Delivers Unmatched Flexibility and Simplicity with New Enhancements to Its Unified SASE Solution
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Juventus Football Club Announces Fortinet as Its Official Cybersecurity Partner
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Fortinet Reports Second Quarter 2024 Financial Results
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Fortinet Strengthens Its Top-Tier Unified SASE Solution with Acquisition of Enterprise Data Security Company Next DLP
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Fortinet Enhances the Industry’s Most Comprehensive Operational Technology Security Platform to Protect Cyber-Physical Systems
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Fortinet Completes Acquisition of Lacework
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KDDI Selects Fortinet for New Global Managed SASE Service
July 10, 2024
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Fortinet Named a Challenger in the 2024 Gartner® Magic Quadrant™ for Single-Vendor SASE
July 09, 2024
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Fortinet to Announce Second Quarter 2024 Financial Results
July 02, 2024
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