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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
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
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MARKET RESEARCH
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Articles published by Genesis Bank
Genesis Bank Announces Completion of Acquisition of Beverly Hills Headquartered Excel Bank, a Tradename of EH National Bank
June 13, 2025
From
Genesis Bank
Via
Business Wire
Genesis Bank Receives Regulatory and Shareholder Approvals to Complete Acquisition of Beverly Hills Headquartered Excel Bank, a Tradename of EH National Bank
May 28, 2025
From
Genesis Bank
Via
Business Wire
Genesis Bank Announces Agreement to Acquire Beverly Hills Headquartered Excel Bank, a Tradename of EH National Bank
February 13, 2025
From
Genesis Bank
Via
Business Wire
Genesis for Good Foundation Announces Initial Round of Grant Awards to Small Businesses Through Catalyst Empowerment Grant Program
November 13, 2024
From
Genesis Bank
Via
Business Wire
Genesis for Good Foundation Awarded a Grant to Empower Small Businesses and Historically Marginalized Entrepreneurs
November 12, 2024
From
Genesis Bank
Via
Business Wire
Genesis Bank and Fiserv Announce Genesis For Good Catalyst Empowerment Grant Program
April 22, 2024
From
Genesis Bank
Via
Business Wire
Genesis Bank Partners With Fiserv to Support Businesses in Low- and Moderate-Income Communities
February 20, 2024
From
Genesis Bank
Via
Business Wire
Tickers
FI
Genesis Bank Announces Management Promotion
December 18, 2023
From
Genesis Bank
Via
Business Wire
Genesis Bank Secures Approximately $500 Million in Equity Capital Commitments to Opportunistically Acquire and Recapitalize Banks
December 14, 2023
From
Genesis Bank
Via
Business Wire
Genesis Bank Opportunistically Adds New Hire to Its 1031 Exchange Division
October 18, 2023
From
Genesis Bank
Via
Business Wire
Genesis Bank Hires Head of Community Impact
October 17, 2023
From
Genesis Bank
Via
Business Wire
Genesis Bank Announces It Will Participate in the Annual Alzheimer’s Association Walk to End Alzheimer’s
June 27, 2023
From
Genesis Bank
Via
Business Wire
Genesis Bank Forges Partnership Between California State University, Fullerton, and Excess Telecom to Address the Gaps in Access to Internet and Technology for Disadvantaged Households
May 16, 2023
From
Genesis Bank
Via
Business Wire
Genesis Bank Announces “Beauty Industry Professional Advisors” Partnership to Provide Access to Banking, Financial, Educational, and Technical Resources for the Nails and Beauty Industry
April 13, 2023
From
Genesis Bank
Via
Business Wire
Genesis Bank Forges Partnership Between California State University, Chico and Excess Telecom to Address the Gaps in Access to Internet and Technology for Disadvantaged Households
April 19, 2023
From
Genesis Bank
Via
Business Wire
Genesis Bank Announces Partnership With Santa Ana College and Excess Telecom to Address the Gaps in Access to Internet and Technology for LMI and Disadvantaged Households
March 14, 2023
From
Genesis Bank
Via
Business Wire
Mortgage Bankers Association Awards Genesis Bank With 2023 Commercial/Multifamily Diversity, Equity, and Inclusion Leadership Award
February 14, 2023
From
Genesis Bank
Via
Business Wire
Orange County Transportation Authority Board Selects Genesis Bank Founding Board Member Tam Nguyen to Serve as Vice Chairman
January 30, 2023
From
Genesis Bank
Via
Business Wire
Genesis Bank Announces Launch of Homeowners Association (“HOA”) Banking Division
December 19, 2022
From
Genesis Bank
Via
Business Wire
Genesis Bank Announces Exclusive Partnership With Excess Telecom
October 25, 2022
From
Genesis Bank
Via
Business Wire
Genesis Bank Announces That It Now Provides Subscription Escrow Services
September 06, 2022
From
Genesis Bank
Via
Business Wire
Genesis Bank Announces Launch of 1031 Exchange Division
August 29, 2022
From
Genesis Bank
Via
Business Wire
Genesis Bank Announces Hiring of Commercial Banking Market Leader
August 08, 2022
From
Genesis Bank
Via
Business Wire
Genesis Bank Announces Launch of Escrow Division
July 26, 2022
From
Genesis Bank
Via
Business Wire
Genesis Bank Announces Appointment of Ruben A. Smith to Its Board of Directors
June 09, 2022
From
Genesis Bank
Via
Business Wire
Genesis Bank Announces Partnership With Basis Investment Group
April 20, 2022
From
Genesis Bank
Via
Business Wire
Genesis Bank Announces Launch of Genesis Bank Institute for Entrepreneurship – Genesis’ Business Accelerator and Advisory Division
December 15, 2021
From
Genesis Bank
Via
Business Wire
Genesis Bank Announces Partnership With Orange County Hispanic Chamber of Commerce
October 18, 2021
From
Genesis Bank
Via
Business Wire
Genesis Bank Announces Partnership With Asian Business Association of Orange County
October 05, 2021
From
Genesis Bank
Via
Business Wire
Genesis Bank Announces Designation as Minority Depository Institution
September 15, 2021
From
Genesis Bank
Via
Business Wire
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