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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
Bond Fund Seminar
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MARKET RESEARCH
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Articles published by ICSC
New ICSC Report: Consumer Spending Remains Active as Households Make Sharper Tradeoffs
September 10, 2026
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New ICSC Survey: Consumers Reassess the Cost of Convenience
July 07, 2026
From
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Via
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May 13, 2026
From
ICSC
Via
Business Wire
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May 07, 2026
From
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Via
Business Wire
ICSC LAS VEGAS 2026 Returns with Two New Co-located Events: ICSC+PROPTECH and ICSC+WOMEN IN CRE
May 05, 2026
From
ICSC
Via
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ICSC, McKinsey & Company Release “Shopping in the Age of AI: Redefining Stores for a New Era” Report
April 27, 2026
From
ICSC
Via
Business Wire
ICSC Launches ICSC+PROPTECH to Connect Commercial Real Estate Decisionmakers and Technology Founders
March 12, 2026
From
ICSC
Via
Business Wire
ICSC’s 2025 Post-Holiday Consumer Survey Results Show Shoppers Increased Spending, But Price-Sensitivity Influenced Behavior
January 27, 2026
From
ICSC
Via
Business Wire
Nearly 9 in 10 Consumers Plan to Shop in the Final Days Before December 25, New ICSC Survey Finds
December 18, 2025
From
ICSC
Via
Business Wire
ICSC Announces John Peter (JP) Suarez as ICSC Chairman and Conor Flynn as ICSC Vice Chairman for 2026
December 04, 2025
From
ICSC
Via
Business Wire
ICSC’s 2025 Post-Thanksgiving Weekend Survey Reveals Strong Holiday Shopping Momentum as 206 Million Shopped Over the Long Weekend
December 04, 2025
From
ICSC
Via
Business Wire
Consumers Expected to Spend $127 Billion Over Thanksgiving Weekend 2025
November 17, 2025
From
ICSC
Via
Business Wire
ICSC Study, “Gen X: The Overlooked Generation With Outsized Impact,” Reveals Gen X is the Forgotten Generation Retailers Can’t Afford to Ignore
October 23, 2025
From
ICSC
Via
Business Wire
ICSC’s 2025 Holiday Shopping Intentions Survey Finds Resilient Consumers Seek Value and Experiences
October 07, 2025
From
ICSC
Via
Business Wire
ICSC Partners with Blueprint to Announce RETAIL REAL ESTATE SUMMIT Presented by ICSC
September 04, 2025
From
ICSC
Via
Business Wire
ICSC’s Back-to-School Consumer Survey Finds Shoppers Pursued Early Deals to Offset Higher Costs
July 22, 2025
From
ICSC
Via
Business Wire
ICSC Announces Moutray McLaren as Executive Vice President, Public Policy
June 04, 2025
From
ICSC
Via
Business Wire
ICSC LAS VEGAS 2025: The Largest Commercial Real Estate Gathering Returns to The Desert
May 08, 2025
From
ICSC
Via
Business Wire
89% of Consumers Plan to Shop Leading Up to December 25 According to ICSC’s Latest Holiday Shopping Survey
December 18, 2024
From
ICSC
Via
Business Wire
ICSC Announces Angele Robinson-Gaylord as ICSC Chairman and John Peter (JP) Suarez as ICSC Vice Chairman for 2025
December 05, 2024
From
ICSC
Via
Business Wire
ICSC’s 2024 Post-Thanksgiving Weekend Survey Reveals 207 Million Consumers Shopped
December 05, 2024
From
ICSC
Via
Business Wire
Consumers Expected to Spend $125 Billion Over Thanksgiving Weekend 2024
November 18, 2024
From
ICSC
Via
Business Wire
ICSC Announces Whitney Livingston to Join as New Chief Operating Officer
November 04, 2024
From
ICSC
Via
Business Wire
ICSC’s 2024 Holiday Shopping Intentions Survey Outlines Resilient Spending Among Price-Sensitive Consumers
October 16, 2024
From
ICSC
Via
Business Wire
ICSC Announces RETAIL FORWARD Powered by ICSC: A New Series of Retail Real Estate Dealmaking Events
September 17, 2024
From
ICSC
Via
Business Wire
ICSC’s 2024 Back-to-School Consumer Survey Reveals Increased Optimism and the Value of Brick-and-Mortar
August 01, 2024
From
ICSC
Via
Business Wire
ICSC LAS VEGAS, Commercial Real Estate’s Largest Gathering, Returns in 2024
May 02, 2024
From
ICSC
Via
Business Wire
New ICSC Consumer Returns Data: Brick-and-Mortar Shopping Drives Lower Return Rate Than Online Shopping
March 19, 2024
From
ICSC
Via
Business Wire
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