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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
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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)
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
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Back Dated Performance Reports
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EVENTS
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TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
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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
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IQVIA Named a Leader in Everest Group Life Sciences Customer Experience Platforms PEAK Matrix® Assessment 2023
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IQVIA CFO Ron Bruehlman to Speak at Barclays Global Healthcare Conference on March 15, 2023
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IQVIA Publishes its 2022 Environmental, Social and Governance Report
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IQVIA Named to FORTUNE’s 2023 List of “World’s Most Admired Companies,” Ranked #1 in Its Category for the Second Consecutive Year
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January 31, 2023
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Global Market for Medicines to Rise to $1.9 Trillion by 2027, says Report from IQVIA Institute
January 18, 2023
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IQVIA and Clalit Health Services partner to advance research by launching the first Prime Site in Israel
November 10, 2022
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October 06, 2022
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IQVIA Decentralized Clinical Trial Program Achieves Independent GDPR Validation
September 28, 2022
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New IQVIA Study Demonstrates Cost and Time Savings of Decentralized Trials
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IQVIA CEO Ari Bousbib to Speak at Baird Global Healthcare Conference on September 14, 2022
September 02, 2022
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IQVIA Wins Snowflake’s “Marketplace Healthcare and Life Sciences Partner of the Year” Award
August 15, 2022
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IQVIA Recognized as a Leader in Life Science Sales and Marketing IT Outsourcing Services
July 06, 2022
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IQVIA Appoints Dr. Christina Mack Chief Scientific Officer of Real World Solutions
June 07, 2022
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Global Oncology R&D Surges While Cancer Care Disruptions Ease, Says IQVIA Institute for Human Data Science
June 01, 2022
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Spending on U.S. Medicines Rose 12% in 2021 Due to COVID-19 Vaccines and Therapies, Says IQVIA Institute for Human Data Science
April 21, 2022
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IQVIA Selected to Support EMA’s DARWIN EU® Coordination Centre Initiative
March 30, 2022
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IQVIA Launches OCE+ To Deliver Enhanced AI-Driven Customer Engagement
March 15, 2022
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IQVIA Named Top CRO in 2021 WCG CenterWatch Independent Survey
February 24, 2022
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IQVIA Releases 2021 Environmental, Social, and Governance (ESG) Report
February 22, 2022
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Pharma R&D Pipeline and New Product Launches Reach Record Levels in 2021 According to New IQVIA Institute for Human Data Science Report
February 10, 2022
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IQVIA to Announce Fourth-Quarter and Full-Year 2021 Results on February 15, 2022
February 01, 2022
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Sheila A. Stamps Joins IQVIA Board of Directors
January 26, 2022
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January 24, 2022
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Global Medicine Spending to Reach $1.8 Trillion in 2026, Including Spending on COVID-19 Vaccines, According to Study by the IQVIA Institute for Human Data Science
December 09, 2021
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IQVIA Decentralized Trial Suite Launches Mobile Research Nursing and Phlebotomy Services Unit
December 02, 2021
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IQVIA Recognized as a Leader in BPO Solutions for Pharmaceutical Sales and Marketing
December 01, 2021
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IQVIA Launches New Grants/Funding Management Module for Its Orchestrated Customer Engagement Platform
November 19, 2021
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