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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
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
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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
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Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
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 ITT Inc.
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ITT Maintains Investment Grade Ratings with Stable Outlook Following Announcement of SPX FLOW Acquisition and Successful Equity Offering
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ITT Announces Launch of Underwritten Public Offering of Common Stock
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November 17, 2025
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ITT Announces Participation at UBS Global Industrials & Transportation Conference 2025 on Dec. 2
November 13, 2025
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ITT Releases 2025 Sustainability Update Highlighting Progress Towards Emissions Reduction Target, Board Refreshment and Best-in-Class Safety Performance
November 03, 2025
From
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ITT Reports 2025 Third Quarter Earnings Per Share (EPS) of $1.62, Adjusted EPS of $1.78; Raising Full Year Guidance
October 29, 2025
From
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ITT’s KONI Recognized as 2025 Railsponsible Supplier Award Winner for Sustainable Product Lifecycle Extension
October 15, 2025
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ITT to Release Third Quarter 2025 Results on Wednesday, Oct. 29
October 07, 2025
From
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ITT Announces Participation at D.A. Davidson’s 24th Annual Diversified Industrials & Services Conference on Sept. 18
September 03, 2025
From
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ITT Reports 2025 Second Quarter Earnings Per Share (EPS) of $1.52, Adjusted EPS of $1.64; Raising Full Year Revenue and EPS Guidance
July 31, 2025
From
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ITT’s Svanehøj Awarded Contract for Deepwell Fuel and Cargo Pumps on Next-Generation Ultra Large Ethane Carriers
July 15, 2025
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ITT to Release Second Quarter 2025 Results on Thursday, July 31
July 08, 2025
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ITT to Showcase Revolutionary Industrial Motor at VIDAR Unveiled Launch Event and Deliver Keynote Presentation at Downstream USA 2025
June 20, 2025
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ITT Announces Appointment of Mary Laschinger to Board of Directors
May 21, 2025
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ITT Hosts 2025 Capital Markets Day; Announces New Long-Term Targets, Driving to Over $12 of EPS by 2030
May 15, 2025
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ITT Announces Participation at 18th Annual Wolfe Research Global Transportation & Industrials Conference on May 22
May 05, 2025
From
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ITT Reports 2025 First Quarter Earnings Per Share (EPS) of $1.33, Adjusted EPS of $1.45, in Line With Pre-Announcement
May 01, 2025
From
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ITT Announces Preliminary 2025 First Quarter Results and Intent to Repurchase up to $500 Million of ITT Shares
April 10, 2025
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ITT Nominates Douglas DelGrosso for Election to Board of Directors
April 08, 2025
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ITT Launches VIDAR, A Revolutionary Industrial Smart Motor That Lowers Operating Costs and Drastically Reduces Energy Usage, CO2 Emissions
March 18, 2025
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ITT Announces Participation at Bank of America Global Industrials Conference 2025 on March 18
February 28, 2025
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ITT to Host 2025 Capital Markets Day on May 15
February 21, 2025
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ITT
ITT Reports Fourth Quarter Earnings Per Share (EPS) of $1.55, Adjusted EPS of $1.50; Reports Full Year EPS of $6.30, Adjusted EPS of $5.86
February 06, 2025
From
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ITT Announces Participation at Upcoming Investor Conferences in February
January 29, 2025
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ITT Updates Call Time for 2024 Fourth Quarter and Full Year Results and 2025 Outlook on Feb. 6
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