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home
about us
Investment Approach
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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
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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
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Event Schedule
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MVS
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Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
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Articles published by Intercontinental Exchange
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ICE’s Total Futures Markets at Record Open Interest With Record Commodity and Energy Futures Open Interest
September 30, 2025
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
ICE First Look at Mortgage Performance: Delinquencies Up on Calendar Effect; Foreclosure Activity Slowly Trending Higher
September 24, 2025
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
Lord Hill of Oareford Elected to Board of Directors of Intercontinental Exchange
September 18, 2025
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
ICE Mortgage Monitor: Property Insurance Costs Grow 11.3% over the Last Twelve Months
September 08, 2025
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
Intercontinental Exchange Reports August Statistics
September 04, 2025
From
Intercontinental Exchange
Via
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Tickers
ICE
Global X Selects ICE Indices for Four New ETFs in Canada
September 03, 2025
From
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ICE
ICE First Look at Mortgage Performance: Delinquencies Ease in July as Foreclosure Activity Edges Higher
August 25, 2025
From
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Tickers
ICE
ICE Announces Its Treasury Clearing Application and Rulebook Have been Published by the U.S. Securities and Exchange Commission
August 19, 2025
From
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ICE
Record First Half at ICE Bonds for Corporate and Municipal Bond Trading
August 18, 2025
From
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Tickers
ICE
ICE Index Serves as Benchmark for Taiwan’s First Multi-Asset ETF Issued by KGI SITE
August 14, 2025
From
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ICE
ICE Launches Climate Risk Data and Analytics for Private Companies
August 12, 2025
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ICE
ICE Mortgage Monitor: Mortgage Lending Quietly Hits Highest Quarterly Volume Since 2022, Driven by Purchase and Cash-Out Refinance Loans
August 11, 2025
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ICE
Mizuho Americas Joins ICE Clear Credit as Clearing Member
August 06, 2025
From
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ICE
Intercontinental Exchange Reports July Statistics
August 05, 2025
From
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ICE
The New York Stock Exchange Appoints Bryan Daniel to Lead NYSE Texas and Announces Location of NYSE Texas Headquarters
August 04, 2025
From
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Tickers
ICE
Intercontinental Exchange Approves Third Quarter Dividend of $0.48 per Share
July 31, 2025
From
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ICE
Intercontinental Exchange Reports Strong Second Quarter 2025
July 31, 2025
From
Intercontinental Exchange
Via
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Tickers
ICE
ICE Mortgage Technology Allows Homeowners to Apply for Home Equity and Refinance Loans from the MSP Web and Mobile Consumer Interface
July 29, 2025
From
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ICE
NYSE Texas Dual-Lists Strive ETFs
July 24, 2025
From
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ICE
ICE First Look at Mortgage Performance: Delinquencies Trend Slightly Higher in June as Foreclosure Activity Continues to Rise off Pandemic-Era Lows
July 24, 2025
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ICE
ICE Integrates NatureAlpha’s Nature and Biodiversity Data into ICE’s Climate Analytics Platform
July 21, 2025
From
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ICE
ICE to Expand NYSE Index Family With Launch of U.S. Tech Index and Broader Range of NYSE-Listed Indices
July 10, 2025
From
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ICE
ICE Sets New H1 Record With 1.2 Billion Contracts Traded
July 09, 2025
From
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ICE
ICE Mortgage Monitor: Amid a Cooling Housing Market, Early Signs of Homeowner Risk Emerge
July 07, 2025
From
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Business Wire
Tickers
ICE
Intercontinental Exchange Reports June Statistics
July 03, 2025
From
Intercontinental Exchange
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Tickers
ICE
The New York Stock Exchange Leads Globally with over $60BN in Total Capital Raised During First Half of 2025
July 01, 2025
From
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Via
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Tickers
ICE
ICE's Natural Gas and Oil Markets at Record Open Interest
June 30, 2025
From
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Tickers
ICE
RBC Capital Markets Joins ICE Clear Credit as an FCM to Expand CDS Client Clearing Services
June 26, 2025
From
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Tickers
ICE
ICE First Look at Mortgage Performance: Delinquencies Held Steady in May but Continue to Trend Higher on an Annual Basis
June 23, 2025
From
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ICE
ICE Launches Average Prime Offer Rates (APOR) Index
June 17, 2025
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ICE
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