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home
about us
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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
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contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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Back Dated Performance Reports
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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
INDEX FUNDS
Total Asset Fund (TAF)
TAF® Program
Services, Fees and Compensation
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Additional Information
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Back Dated Performance Reports
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TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
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Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
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Investing During Uncertain Times
Read FULL Seminar Here
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October 19, 2023
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September 13, 2023
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Intapp, Inc. to Participate in Upcoming Investor Conference
September 08, 2023
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Intapp Announces Fourth Quarter and Full Fiscal Year 2023 Financial Results
September 06, 2023
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Nishimura & Asahi using Intapp to modernize business operations
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DealCloud named real estate data solution of the year for 2023 by PropTech Breakthrough
August 29, 2023
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Intapp to announce fiscal fourth quarter and year-end 2023 financial results on September 6, 2023
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David Morton to join Intapp as Chief Financial Officer
July 13, 2023
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Intapp enhances DealCloud platform with access to M&A data from Bureau van Dijk, a Moody’s Analytics company
June 13, 2023
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DealCloud wins 2023 CRM Excellence Award from TMC
May 31, 2023
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Intapp, Inc. to Participate in Upcoming Investor Conference
May 30, 2023
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Intapp partners with BoardEx to accelerate business development efforts with actionable relationship intelligence
May 24, 2023
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Asana Partners selects DealCloud for deal and relationship management
May 23, 2023
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Intapp, Inc. to Participate in Upcoming Investor Conference
May 19, 2023
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Intapp Announces Pricing of Public Offering of Common Stock
May 17, 2023
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Intapp Announces Proposed Public Offering of Common Stock
May 16, 2023
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Intapp Announces Third Quarter Fiscal Year 2023 Financial Results
May 08, 2023
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Intapp to announce fiscal third quarter 2023 financial results on May 8, 2023
April 24, 2023
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Seamless deal-to-portfolio analysis now available in DealCloud platform through new partnership with Untap
April 20, 2023
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Benesch selects Intapp to strengthen client relationship management
March 30, 2023
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March 14, 2023
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DealCloud wins Best Deal Origination Technology and Best Secure Workflow Management Provider at the 2023 Private Equity Wire European Awards
March 09, 2023
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Via
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Intapp, Inc. to Participate in Upcoming Investor Conference
February 23, 2023
From
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