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home
about us
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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)
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Quarterly Performance Reports
Market Value Securities (MVS)
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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
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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Event Schedule
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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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HII Hosts United Kingdom House of Commons Defence Committee Members at Newport News Shipbuilding
May 27, 2025
From
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Via
GlobeNewswire
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HII to Participate in Bernstein’s 41st Annual Strategic Decisions Conference on May 28
May 21, 2025
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HII Welcomes High School Seniors to Shipbuilding Careers at Newport News Shipbuilding
May 09, 2025
From
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HII’s Ingalls Shipbuilding Hosts “Signing Day” for Shipbuilder Academy Graduates
May 01, 2025
From
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HII Reports First Quarter 2025 Results
May 01, 2025
From
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HII is Awarded Contract Modification for Construction of Two Additional Block V Virginia-class Submarines
April 30, 2025
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HII
HII Launching New “Build It: In America, For America” Ads Celebrating U.S.-based Manufacturing Work and Workforce
April 30, 2025
From
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HII
HII Declares Quarterly Dividend
April 30, 2025
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HII
HII to Celebrate National Apprenticeship Day
April 29, 2025
From
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HII
HII’s Ingalls Shipbuilding Honored with Mississippi Governor’s Initiative for Volunteer Excellence Award
April 28, 2025
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HII
HII Hosts HD Hyundai Heavy Industries Leaders at Ingalls Shipbuilding
April 22, 2025
From
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HII
HII Awarded as One of 2025’s Best Employers
April 22, 2025
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HII Hosts Secretary of the Navy at Newport News Shipbuilding
April 16, 2025
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HII Leader is Elected to Executive Committee of the Information Warfare Research Project Consortium
April 16, 2025
From
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HII Recognizes Australian Firms at Sea Air Space 2025, Advancing AUKUS Industrial Integration and Submarine Supply Chain Access
April 10, 2025
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HII
HII to Host First Quarter Earnings Conference Call and Webcast on May 1
April 10, 2025
From
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HII
HII and HD Hyundai Heavy Industries Sign Memorandum of Understanding
April 07, 2025
From
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HII
HII Delivers Initial Lionfish SUUVs to U.S. Navy Under Multi-Year Program
April 07, 2025
From
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HII
Ingalls Shipbuilding Hosts Second Annual Scouts Merit Badge Day
April 05, 2025
From
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HII
HII Hosts US Marine Corps Officers at Ingalls Shipbuilding
April 02, 2025
From
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HII is Awarded Air National Guard Training Contract to Enhance Readiness
April 02, 2025
From
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HII
HII Celebrates 2024 Graduates of The Newport News Shipbuilding Apprentice School
March 29, 2025
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HII’s Ingalls Shipbuilding Launches Guided Missile Destroyer Future USS Jeremiah Denton (DDG 129)
March 25, 2025
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HII
HII Tops 700 REMUS Uncrewed Underwater Vehicles Sold, Strengthening America’s Undersea Advantage
March 24, 2025
From
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HII
HII Dedicates 22nd Habitat for Humanity Home Sponsored by Newport News Shipbuilding
March 24, 2025
From
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HII
HII is Awarded Contract to Develop High-Energy Laser Weapon System for the US Army
March 24, 2025
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HII
HII’s Ingalls Shipbuilding Celebrates Apprentice School Graduates
March 22, 2025
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HII
HII to Expand Shipboard and Shore-Based Training Support for the U.S. Navy and Coalition Forces
March 18, 2025
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HII is Selected to Support the Nation’s Combat-Ready Force with $182 Million Pilot Training Contract
March 13, 2025
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HII to Strengthen Nuclear-Powered Submarine Supply Chain
March 11, 2025
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