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home
about us
Investment Approach
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Firm ADV PDFs
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
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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
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EVENTS
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TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
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Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
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Investing During Uncertain Times
Read FULL Seminar Here
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Granite’s Asphalt Guru Wins AGC Innovation of the Year Award
April 23, 2025
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Announcing Granite’s $80 Million Infrastructure Project in Forney, Texas
April 17, 2025
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Granite Earns VETS Indexes 4-Star Employer Award for 2025
April 10, 2025
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Granite Declares Quarterly Dividend
March 18, 2025
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Granite Earns its Fifth Consecutive Early Talent Award from Handshake
March 11, 2025
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Granite Joint Venture Team Awarded $97 Million Military Infrastructure Project in Guam
March 10, 2025
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Granite Announces Caldwell Avenue Interchange Reconstruction Project on SR99 in Visalia, California
March 06, 2025
From
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Granite/Lehman-Roberts Leader Pat Nelson Elected 2025 NAPA Chairman
February 03, 2025
From
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Granite Announces $88 Million Highway Safety Enhancement Project Near Lake Elsinore, California
January 23, 2025
From
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Via
Business Wire
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Granite Announces $71 Million Rail Yard Expansion Project at Fort Bliss, Texas
January 21, 2025
From
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Via
Business Wire
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Granite’s Pat Kelly Elected President of AGC of California for 2025
January 09, 2025
From
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Via
Business Wire
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Granite Declares Quarterly Dividend
December 11, 2024
From
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Via
Business Wire
Tickers
GVA
Granite Named One of Newsweek’s America’s Most Responsible Companies for the Third Consecutive Year
December 05, 2024
From
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Via
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Granite Announces Phase 1 of the $425 Million Mosaic Quarter Development in Tucson, Arizona
November 07, 2024
From
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Business Wire
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Granite Announces $42 Million P-928 Relay Ground Station Project in Guam
October 30, 2024
From
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Via
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Granite's Southeast Home Market Expansion
October 29, 2024
From
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Via
Business Wire
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Granite Announces Pavement Rehabilitation Project on SR 99 in Tulare, California
October 24, 2024
From
Granite
Via
Business Wire
Tickers
GVA
Granite Launches Major Infrastructure Project to Enhance SR 58/SR 99 Interchange in Bakersfield
October 22, 2024
From
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Business Wire
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Granite and King County Metro Announce Atlantic Base Refurbishment Project
October 10, 2024
From
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Via
Business Wire
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Granite Announces $34 Million Seismic Improvement Project at Oakland International Airport
October 08, 2024
From
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Business Wire
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Granite Announces Six Safety and Environmental Awards From NSSGA
October 08, 2024
From
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Via
Business Wire
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ENR Ranks Granite Number One in Highways for the Fourth Consecutive Year
October 02, 2024
From
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Business Wire
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Granite Awarded $113 Million Contract to Further Support U.S. Marines Relocation
September 24, 2024
From
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Granite Real Estate Investment Trust and Granite REIT Inc. Announce Effective Date of Proposed Unwind of Stapled Unit Structure
September 19, 2024
From
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Granite Announces $65 Million Phase 2 of SR-30 Improvement Project in Logan, Utah
September 10, 2024
From
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Business Wire
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Granite Announces Arlington Avenue Bridges Replacement Project in Reno, NV; Groundbreaking Included U.S. Secretary of Transportation Pete Buttigieg
September 03, 2024
From
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Granite Continues Commitment to Highway Safety with $45 Million Project on I-40
August 27, 2024
From
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Via
Business Wire
Tickers
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Granite Awarded Sixth Highway 101 Mainline Segment to Alleviate Traffic Congestion in Santa Barbara, California
August 22, 2024
From
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Business Wire
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Granite to Enhance Safety and Efficiency on Iconic SR33 in Kern County, California
July 18, 2024
From
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Via
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Granite’s Jorge Quezada selected to Diversity MBA’s list of Top 25 Outstanding Leadership and Diversity Impact Awards
July 11, 2024
From
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