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home
about us
Investment Approach
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Team Biographies
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)
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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)
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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
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Total Asset Fund (TAF)
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Investing During Uncertain Times
Read FULL Seminar Here
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Autumn Lighting Fair, Outdoor and Tech Light Expo, Eco Expo Asia draw some 62,000 buyers
Today 6:56 EDT
From
HKTDC
Via
ACN Newswire
Hong Kong delegation concludes mission in Riyadh
October 30, 2025
From
HKTDC
Via
ACN Newswire
The 20th Eco Expo Asia opens today
October 28, 2025
From
HKTDC
Via
ACN Newswire
Some 3,000 global exhibitors join twin lighting fairs
October 27, 2025
From
HKTDC
Via
ACN Newswire
Think Business, Think Hong Kong in Milan in November
October 26, 2025
From
HKTDC
Via
ACN Newswire
The Hong Kong International Optical Fair opens in early November
October 21, 2025
From
HKTDC
Via
ACN Newswire
Hong Kong Tech Pavilions at GITEX Global 2025 tap into opportunities in the Middle East
October 21, 2025
From
HKTDC
Via
ACN Newswire
17th Hong Kong International Wine & Spirits Fair opens next month
October 21, 2025
From
HKTDC
Via
ACN Newswire
45th Electronics Fair and electronicAsia attract some 60,000 buyers
October 16, 2025
From
HKTDC
Via
ACN Newswire
Standard Chartered GBA Business Confidence Indices rise to multi-year high levels
October 15, 2025
From
HKTDC
Via
ACN Newswire
45th Autumn Electronics Fair and electronicAsia open today
October 13, 2025
From
HKTDC
Via
ACN Newswire
Hong Kong International Lighting Fair (Autumn Edition) and Hong Kong International Outdoor and Tech Light Expo set to shine on global stage
October 20, 2025
From
HKTDC
Via
ACN Newswire
Eco Expo Asia Opens at AsiaWorld-Expo in Late October to Promote Green Technologies
October 09, 2025
From
HKTDC
Via
ACN Newswire
HKTDC and HKSTP will stage Hong Kong Tech Pavilions at GITEX Global 2025 in Dubai
October 08, 2025
From
HKTDC
Via
ACN Newswire
HKTDC's New Executive Director Sophia Chong takes up post
October 01, 2025
From
HKTDC
Via
ACN Newswire
Four major tech fairs in October welcome over 6,200 exhibitors
September 25, 2025
From
HKTDC
Via
ACN Newswire
'Hong Kong Cinema @ BUSAN 2025' successfully held, Promoting Hong Kong film production, enhancing international exchange and cooperation
September 23, 2025
From
HKTDC
Via
ACN Newswire
HKTDC welcomes 2025 Policy Address
September 17, 2025
From
HKTDC
Via
ACN Newswire
HKTDC releases research report on biomedicine, Industry development drives GBA global tech leadership
September 15, 2025
From
HKTDC
Via
ACN Newswire
Announcing the results of the 42nd Hong Kong Watch and Clock Design Competition
September 14, 2025
From
HKTDC
Via
ACN Newswire
The 10th Belt and Road Summit concludes successfully
September 11, 2025
From
HKTDC
Via
ACN Newswire
The 10th Belt and Road Summit opened today
September 10, 2025
From
HKTDC
Via
ACN Newswire
The Second Hong Kong Shopping Festival Wraps Up Successfully
September 09, 2025
From
HKTDC
Via
ACN Newswire
Emerging designers take the spotlight at YDC 2025
September 08, 2025
From
HKTDC
Via
ACN Newswire
Hong Kong Watch & Clock Fair, Salon de TIME end on a high note
September 07, 2025
From
HKTDC
Via
ACN Newswire
10th anniversary CENTRESTAGE concludes successfully
September 06, 2025
From
HKTDC
Via
ACN Newswire
HKTDC Export Confidence Index: 3Q25; Exporter optimism rises as global trade tension falls
September 04, 2025
From
HKTDC
Via
ACN Newswire
Fashion Hong Kong celebrates 10th anniversary, Four local brands present 'A Decade in Design: What is Seen? What is Felt?'
September 04, 2025
From
HKTDC
Via
ACN Newswire
CENTRESTAGE celebrates a decade of style, Four days of fashion events open to all with fashion gurus leading inspiring sessions
September 03, 2025
From
HKTDC
Via
ACN Newswire
Watch & Clock Fair and Salon de TIME open today, Showcasing World-renowned timepieces and highlighting Hong Kong's advantages as an international platform
September 02, 2025
From
HKTDC
Via
ACN Newswire
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