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home
about us
Investment Approach
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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
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Client Information
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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
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
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Event Schedule
TAM
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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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HII Receives Order to Build Two REMUS 620 Unmanned Underwater Vehicles for NOAA
August 17, 2023
From
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HII’s Ingalls Shipbuilding Launches Guided Missile Destroyer Ted Stevens (DDG 128)
August 15, 2023
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HII-Led Team Develops Prototype Cyber Threat Hunting Kit to Support Defensive Cyber Operations
August 14, 2023
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HII Reports Second Quarter 2023 Results
August 03, 2023
From
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Via
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MEDIA BRIEFING: HII Joint Network Engineering and Emerging Operations (J-NEEO) Task Order Award
August 02, 2023
From
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Via
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HII Authenticates Keel of Virginia-Class Attack Submarine Oklahoma (SSN 802)
August 02, 2023
From
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Via
GlobeNewswire
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HII
HII Subsidiary Awarded $1.4 Billion Joint Network Engineering and Emerging Operations Task Order
August 02, 2023
From
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HII
HII is Awarded Six Destroyers in U.S. Navy Multi-Year Contract
August 01, 2023
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HII
HII Declares Quarterly Dividend
August 01, 2023
From
HII
Via
GlobeNewswire
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HII
HII Successfully Completes Acceptance Trials for Calhoun (WMSL 759)
July 28, 2023
From
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Via
GlobeNewswire
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HII
HII Recognized As Top Employer for Interns in Virginia
July 27, 2023
From
HII
Via
GlobeNewswire
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HII
HII Completes Installation of USS John C. Stennis (CVN 74) Main Mast
July 26, 2023
From
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Via
GlobeNewswire
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HII
HII is Awarded Contract for Aircraft Carrier Maintenance in San Diego
July 24, 2023
From
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Via
GlobeNewswire
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HII
HII is Awarded Naval Surface Warfare Center’s Integrated Training Systems Contract
July 19, 2023
From
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HII
HII and Babcock International Group Create Strategic Partnership to Explore Global Opportunities
July 17, 2023
From
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Via
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HII
HII Hosts Australian Ambassador and Senator Kaine at Newport News Shipbuilding
July 14, 2023
From
HII
Via
GlobeNewswire
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HII
HII Awarded $84M Contract to Support National Geospatial Agency’s Enterprise Cloud Migration
July 11, 2023
From
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Via
GlobeNewswire
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HII
HII Donates Dry Dock Gate to Become Part of Sustainable Fish Reef
July 06, 2023
From
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Via
GlobeNewswire
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HII
HII to Host Second Quarter Earnings Conference Call and Webcast on Aug. 3
July 06, 2023
From
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GlobeNewswire
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HII
HII Celebrates First Meal Aboard Virginia-Class Submarine New Jersey (SSN 796)
July 05, 2023
From
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Via
GlobeNewswire
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HII
Ingalls Shipbuilding Successfully Completes Builder’s Trials for Calhoun (WMSL 759)
June 30, 2023
From
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Via
GlobeNewswire
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HII
HII Delivers First Flight III Destroyer Jack H. Lucas (DDG 125) to US Navy
June 27, 2023
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Via
GlobeNewswire
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HII
HII is Awarded Contract Modification for Aircraft Carrier John F. Kennedy (CVN 79)
June 23, 2023
From
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Via
GlobeNewswire
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HII
HII One of 37 Companies Awarded $32.5 Billion U.S. Air Force Training Systems Acquisition IV Contract
June 13, 2023
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Via
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HII
Keel of Pittsburgh (LPD 31) Authenticated at HII’s Ingalls Shipbuilding
June 02, 2023
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Via
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HII’s Mission Technologies Division Promotes Garry Schwartz to Chief Operating Officer and Todd Gentry to President of its C5ISR Business
June 01, 2023
From
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HII
HII’s Newport News Shipbuilding Promotes Three to Senior Leadership Team
May 31, 2023
From
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Via
GlobeNewswire
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HII
HII Redelivers USS George Washington (CVN 73) to U.S. Navy
May 25, 2023
From
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HII
HII is Awarded Advance Procurement Contract Modification for Virginia-Class Block V Submarines
May 24, 2023
From
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HII
HII Completes Acceptance Trials for the Future USS Jack H. Lucas (DDG 125)
May 19, 2023
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HII
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