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Read FULL Seminar Here
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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
RSVP-Signup Form
MARKET RESEARCH
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Articles published by Informatica
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Informatica Named a Leader in 2026 Gartner® Magic Quadrant™ for Data & Analytics Governance Platforms
January 09, 2026
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Informatica Named a Leader in 2025 Gartner® Magic Quadrant™ for Data Integration Tools for 20 Consecutive Years
December 11, 2025
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Informatica Announces New Integrations with Amazon Bedrock AgentCore, Empowering the Agentic Enterprise with Unified, Intelligent Data to build Trusted AI Agents and Applications
December 02, 2025
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Informatica Named a Leader in the 2025 Gartner® Magic Quadrant™ for Metadata Management Solutions Report
November 21, 2025
From
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Informatica Deepens Collaboration with Microsoft to Accelerate Enterprise GenAI with Trusted Data
November 19, 2025
From
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November 12, 2025
From
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INFA
Informatica Reports Third Quarter 2025 Financial Results
November 05, 2025
From
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INFA
Informatica Announces Fall 2025 Release with Latest Innovations to Intelligent Data Management Cloud
October 29, 2025
From
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Business Wire
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INFA
Informatica Launches New Customer Success Offerings to Accelerate Business Outcomes
October 22, 2025
From
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Via
Business Wire
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INFA
Informatica to Report Third Quarter 2025 Financial Results on November 5, 2025
October 15, 2025
From
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Via
Business Wire
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INFA
Informatica Unveils New Integrations on Oracle Cloud Infrastructure
October 14, 2025
From
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Yamaha Motor Accelerates Innovation with Informatica's AI-Powered Master Data Management for Trusted Data and Insights
September 23, 2025
From
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Via
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INFA
Informatica Named One of America’s Best Midsize Companies by TIME Magazine and Honored by The Financial Times as One of Europe’s Top Employers
September 17, 2025
From
Informatica
Via
Business Wire
Tickers
INFA
Thailand’s Krungsri Leverages Informatica’s AI-Powered Cloud Data Governance to Unleash Innovation and Optimize Customer Experience
September 16, 2025
From
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Tickers
INFA
Informatica Reports Second Quarter 2025 Financial Results
August 06, 2025
From
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Via
Business Wire
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INFA
Informatica Boosts AI Capabilities with Latest Intelligent Data Management Cloud Platform Release
July 31, 2025
From
Informatica
Via
Business Wire
Informatica to Report Second Quarter 2025 Financial Results on August 6, 2025
July 16, 2025
From
Informatica
Via
Business Wire
Tickers
INFA
Informatica Expands Partnership with Databricks as Launch Partner for Managed Iceberg Tables and OLTP Database Service at Data + AI Summit 2025
June 12, 2025
From
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Via
Business Wire
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INFA
Informatica Expands Collaboration with Snowflake Partnership, Enabling Trusted AI-Ready Data Through Snowflake Apache Polaris and Cortex AI Integration
June 03, 2025
From
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Business Wire
Tickers
INFA
Informatica Named a Leader in the 2025 Gartner® Magic Quadrant™ for iPaaS
May 22, 2025
From
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Via
Business Wire
Tickers
INFA
Informatica Unveils Agentic AI Offerings on Its AI-Powered Cloud Data Management Platform
May 14, 2025
From
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Via
Business Wire
Tickers
INFA
Informatica Enters into New Strategic Agreement with Microsoft to Accelerate Customer Adoption
May 14, 2025
From
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INFA
Informatica Unveils New Innovations with Microsoft Fabric and Microsoft Azure OpenAI Service Enabling Trusted Data for Analytics and AI
May 14, 2025
From
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Informatica Announces Availability of MDM SaaS on Oracle Cloud Infrastructure as a Preferred Partner
May 14, 2025
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Informatica Launches New Recipes for AI Agents Built with Amazon Bedrock, Achieves the AWS Generative AI Competency
May 14, 2025
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Informatica and Salesforce Partner Announce Plans to Deliver AI-Driven Customer Intelligence with New Agentforce Integration
May 14, 2025
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Informatica Expands Partnership with Databricks to Help Customers Migrate to a Modern, AI-Powered Cloud Data Management Platform
May 14, 2025
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INFA
Informatica Reports First Quarter 2025 Financial Results
May 07, 2025
From
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Informatica and Carnegie Mellon University Partner to Drive Innovation in Generative AI for Data Management
April 17, 2025
From
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Via
Business Wire
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INFA
Informatica To Report First Quarter 2025 Financial Results on May 7, 2025
April 09, 2025
From
Informatica
Via
Business Wire
Tickers
INFA
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