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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
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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
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MARKET RESEARCH
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Generational Group Wins Two International M&A Awards
June 30, 2025
From
Generational Group
Via
Business Wire
Generational Group Advises Gunter Honey, Inc. in its Sale to AG Pollen
June 16, 2025
From
Generational Group
Via
Business Wire
Generational Group Advises UK Abrasives, Inc. in its Sale to GNPGraystar
June 12, 2025
From
Generational Group
Via
Business Wire
Generational Group Advises Stout’s ACE Hardware in its Sale to ACE Mt. Washington, LLC
June 11, 2025
From
Generational Group
Via
Business Wire
Generational Group Advises S&A Trombley Corp. dba LWI Metalworks in its Sale to an Individual Investor
June 10, 2025
From
Generational Group
Via
Business Wire
Generational Associates Named Emerging Leaders by The M&A Advisor
June 09, 2025
From
Generational Group
Via
Business Wire
Generational Group Advises Endeavor Technologies, Inc. in its Sale to Kurz Industrial Solutions
June 05, 2025
From
Generational Group
Via
Business Wire
Generational Group Advises Precision Piping Products, LLC in its Sale to 7 Seas Capital and Tico Capital Partners
June 03, 2025
From
Generational Group
Via
Business Wire
Generational Group Advises Elarasys Worldwide, LLC and IT Hardware Plus, LLC in its Sale to Aker Business, Inc.
May 23, 2025
From
Generational Group
Via
Business Wire
Generational Group Advises Pecos Propane, Inc. in its Sale to an Undisclosed Buyer
May 19, 2025
From
Generational Group
Via
Business Wire
Generational Group Surpasses 1,700 Successful Transactions
May 08, 2025
From
Generational Group
Via
Business Wire
Generational Capital Markets Advises Clearwater Engineering, Inc. in Its Sale to Precision Aerospace Holdings, LLC, a Portfolio Company of Juniper Capital Management and CIC Partners
May 08, 2025
From
Generational Group
Via
Business Wire
Generational Group Advises AFTEC, LLC in its Sale to Superior Concrete Products, LLC
May 06, 2025
From
Generational Group
Via
Business Wire
Generational Group Advises Mule City Specialty Feeds, Inc. in its Sale to M2 Advisors
May 01, 2025
From
Generational Group
Via
Business Wire
Generational Group Advises Olympic Plastic Bags (1983), Ltd. in its Sale to King West Partners
April 29, 2025
From
Generational Group
Via
Business Wire
Generational Group Advises Denmark Sausage Co. in its Sale to Premium Brands Holdings Corporation
April 25, 2025
From
Generational Group
Via
Business Wire
Generational Group Advises Story First, Inc. dba The Costumer in its Sale to Teamshares
April 23, 2025
From
Generational Group
Via
Business Wire
Generational Group Advises Foster's Truck & Trailer, Inc. in its Sale to The Service Company
April 17, 2025
From
Generational Group
Via
Business Wire
Generational Group Advises DGD Foods, Inc. in its Investment from Cottonwood Growth Partners
April 16, 2025
From
Generational Group
Via
Business Wire
Generational Group Advises Midwest Specialty Products, LLC in its Sale to Richelieu Hardware
April 15, 2025
From
Generational Group
Via
Business Wire
Generational Group Advises MC3 Solutions, LLC in its Sale to an Individual Investor
April 14, 2025
From
Generational Group
Via
Business Wire
Generational Group Advises Ann Barnet, Inc. dba Metro Signs in its Sale to Texas Heritage Imaging & Printing, LLC
April 11, 2025
From
Generational Group
Via
Business Wire
Generational Ambassador Michael Kim Set to Compete in 2025 Masters
April 09, 2025
From
Generational Group
Via
Business Wire
Generational Group Advises Ray Norton Tire and Auto Center in its Sale to a Private Investor
April 08, 2025
From
Generational Group
Via
Business Wire
Generational Group Advises Roofing and Supplies, Inc. in its Sale to American Builders & Contractors Supply Co., Inc. dba ABC Supply Co., Inc.
April 07, 2025
From
Generational Group
Via
Business Wire
Generational Group Advises S&E Renovations, Inc. in its Sale to Azure Capital International, LLC
April 04, 2025
From
Generational Group
Via
Business Wire
Generational Group Advises a Weight Loss Clinic in Its Sale to Beyond Locus, LLC
April 02, 2025
From
Generational Group
Via
Business Wire
Generational Group Advises B. Robinson, Inc. in its Sale to GridSource, a Portfolio Company of Hastings Equity Partners (“Hastings”)
April 01, 2025
From
Generational Group
Via
Business Wire
Generational Group Advises Millennium Systems Design, Inc. in its Sale to Daisy
March 31, 2025
From
Generational Group
Via
Business Wire
Generational Group Advises Arcadia GlassHouse, LLC in its Sale to North Park Group, LLC
March 27, 2025
From
Generational Group
Via
Business Wire
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