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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
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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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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Back Dated Performance Reports
Quarterly Performance Reports
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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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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
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Articles published by Intercontinental Exchange
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STOXX and ICE collaborate on New Suite of Fixed Income Indices
June 03, 2025
From
Intercontinental Exchange
Via
Business Wire
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ICE
ICE Mortgage Monitor: Record Levels of Home Equity and Falling Rates Drive Highest HELOC Withdraws Since 2008
June 02, 2025
From
Intercontinental Exchange
Via
Business Wire
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ICE
ICE Launches its first Futures Contracts Based on Battery Materials
June 02, 2025
From
Intercontinental Exchange
Via
Business Wire
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ICE
ICE First Look at Mortgage Performance: Foreclosure Activity Edges Higher Following Recent Record Lows
May 23, 2025
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
NYSE President and ICE Fixed Income and Data Services Chair Lynn Martin to Present at the Piper Sandler Global Exchange and Trading Conference on June 5
May 22, 2025
From
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Via
Business Wire
Tickers
ICE
Intercontinental Exchange Announces Results from 2025 Annual Meeting of Stockholders
May 20, 2025
From
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Via
Business Wire
Tickers
ICE
Intercontinental Exchange Chair & CEO Jeffrey C. Sprecher to Present at the Bernstein 41st Annual Strategic Decisions Conference on May 28
May 14, 2025
From
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Via
Business Wire
Tickers
ICE
ICE Launches EU Carbon Allowance 2 Futures
May 09, 2025
From
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Via
Business Wire
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ICE
ICE Expands Geospatial Platform to Include 20,000 Global Corporates and Sovereigns
May 07, 2025
From
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Via
Business Wire
Tickers
ICE
ICE Expands Fixed Income Liquidity Offering With Launch of Price Improvement Volume Clearing
May 06, 2025
From
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Via
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Tickers
ICE
ICE and OPEN Introduce New Benchmark for Tracking 20 U.S. Venture-Backed Unicorns
May 06, 2025
From
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ICE
ICE Mortgage Monitor: First-Time Homebuyers Comprise Record Share of Agency Purchase Lending in Q1 2025
May 05, 2025
From
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Via
Business Wire
Tickers
ICE
Intercontinental Exchange Reports April Statistics
May 05, 2025
From
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Via
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Tickers
ICE
Intercontinental Exchange Approves Second Quarter Dividend of $0.48 per Share
May 01, 2025
From
Intercontinental Exchange
Via
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Tickers
ICE
Intercontinental Exchange Reports Strong First Quarter 2025
May 01, 2025
From
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Via
Business Wire
Tickers
ICE
United Wholesale Mortgage Selects ICE Mortgage Technology to Power In-House Servicing Strategy
April 30, 2025
From
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Via
Business Wire
Tickers
ICE
ICE First Look at Mortgage Performance: Delinquencies Improved Seasonally in March but Continue to Trend Modestly Higher
April 24, 2025
From
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Via
Business Wire
Tickers
ICE
ICE Bonds Enhances MBS Trading With New RFQ Protocol on ICE TMC Platform
April 16, 2025
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
ICE Mortgage Monitor: Home Prices Cool Heading Into the Spring Home-Buying Season, Led by Condos
April 07, 2025
From
Intercontinental Exchange
Via
Business Wire
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ICE
Intercontinental Exchange Reports March and First Quarter 2025 Statistics
April 03, 2025
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Via
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ICE
NYSE Texas Opens for Business
March 31, 2025
From
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ICE
ICE and Circle Sign MOU to Explore Product Innovation Based on Circle’s USDC and USYC Digital Assets
March 27, 2025
From
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Via
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ICE
ICE First Look at Mortgage Performance: Mortgage Delinquencies Continue to Slowly Rise with FHA Performance in the Spotlight
March 21, 2025
From
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Via
Business Wire
Tickers
ICE
Intercontinental Exchange Sets Date for 2025 Virtual Annual Meeting of Stockholders
March 19, 2025
From
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Tickers
ICE
The New York Stock Exchange Awarded Highest Honor by the Medal of Honor Foundation
March 06, 2025
From
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Via
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Tickers
ICE
Intercontinental Exchange Reports February 2025 Statistics
March 05, 2025
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
ICE Mortgage Monitor: Property Insurance Costs Rose at a Record Rate in 2024 Prompting Homeowners to Shop for Better Rates, Accept Higher Deductibles
March 03, 2025
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
Open Interest across ICE’s Global Futures and Options Markets Reaches a Record 100 Million Contracts
February 25, 2025
From
Intercontinental Exchange
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Business Wire
Tickers
ICE
ICE First Look at Mortgage Performance: Foreclosure Starts Jump as VA Moratorium Ends; Wildfire Delinquencies Emerge
February 21, 2025
From
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Via
Business Wire
Tickers
ICE
ICE Bonds Sees Record Trading for Corporate, Municipal and Agency Bonds in 2024
February 18, 2025
From
Intercontinental Exchange
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ICE
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