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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
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Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
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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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
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EVENTS
FIP
Event Schedule
TAM
Event Schedule
Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
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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Articles published by Jesta I.S.
Leading Outdoor Lifestyle Retailer Selects Jesta I.S. To Power Enterprise-Wide Digital Transformation
Today 10:00 EDT
From
Jesta I.S.
Via
Business Wire
Printemps Scales Its U.S. Luxury Retail Vision with Jesta I.S.’s Proven Retail Technology
January 20, 2026
From
Jesta I.S.
Via
Business Wire
Jesta I.S. Launches FarsightIQ: ML + Agentic AI Power Actionable Retail Intelligence
December 18, 2025
From
Jesta I.S.
Via
Business Wire
Jesta I.S. named a Major Player in IDC MarketScape for mPOS Software Platforms for Fashion Retail
October 14, 2025
From
Jesta I.S.
Via
Business Wire
Jesta I.S. Announces the launch of a new AI initiative to Transform the Future of Retail.
September 16, 2025
From
Jesta I.S.
Via
Business Wire
Jesta I.S. Recognized in Two Gartner Market Guides for Supply Chain Collaboration and Retail Planning
August 19, 2025
From
Jesta I.S.
Via
Business Wire
Jesta I.S. Unveils Its Enhanced Customer Care Platform to Power Next-Level Service, and Transform How Clients Connect and Engage
July 18, 2025
From
Jesta I.S.
Via
Business Wire
Jesta I.S. Unveils Vision Ask Jane, A Game-Changing AI / ML Strategic Growth Advisor Poised to Revolutionize Your Retail and Wholesale Business
May 15, 2025
From
Jesta I.S.
Via
Business Wire
Jesta I.S. Announces Vision Suite 360 to Power the Combined B2B and B2C Strategies of Vertical Retail and Multichannel Brands
April 10, 2025
From
Jesta I.S.
Via
Business Wire
Jesta I.S. Wins the SourceForge Winter 2025 Top Performer Award
March 27, 2025
From
Jesta I.S.
Via
Business Wire
Legendary Century 21 NYC Is Live on Jesta I.S.’s Merchandising ERP, the Foundation of Its Unparalleled Retail Management Suite
March 20, 2025
From
Jesta I.S.
Via
Business Wire
Jesta I.S. Unveils Version 25 of its Proven Vision Suite Software with Innovations for Unified Retail and Supply Chain Management
January 10, 2025
From
Jesta I.S.
Via
Business Wire
Footwear Brand Cole Haan Embarks on a Digital Growth Strategy with Jesta I.S. ERP & Endless Aisle Technology
October 17, 2024
From
Jesta I.S.
Via
Business Wire
Historic Luxury Retailer Synonymous with Innovation & Excellence Selects Jesta I.S.’s ERP & Store Inventory Management Software
July 17, 2024
From
Jesta I.S.
Via
Business Wire
The Iconic Century 21 NYC Selects Jesta I.S.’s ERP & Mobile Inventory Management Software to Power its Triumphant Return to Retail
May 23, 2024
From
Jesta I.S.
Via
Business Wire
Marine Corps Exchange Embarks on a Global ERP and Inventory Management Transformation with Jesta I.S. and the Cloud
March 13, 2024
From
Jesta I.S.
Via
Business Wire
Omnichannel Retailers Agree! Jesta I.S. Voted a Top 5 Vendor in the 2024 RIS Software LeaderBoard for the Third Consecutive Year!
January 04, 2024
From
Jesta I.S.
Via
Business Wire
Omnichannel Retailers: Jesta I.S. Announces Advanced Unified Commerce Technology to Charm Digitally Connected Consumers
November 28, 2023
From
Jesta I.S.
Via
Business Wire
Jesta I.S. & Crossing Minds Partner to Bring Hyper-Personalized, AI-Powered Product Recommendations to Omnichannel Shoppers Worldwide
August 03, 2023
From
Jesta I.S.
Via
Business Wire
Careismatic Brands Significantly Improves B2B & DTC Efficiencies by Leveraging Jesta I.S.'s End-to-End Supply Chain Management Suite
August 16, 2023
From
Jesta I.S.
Via
Business Wire
Fast Track Global DTC & B2B Fulfillment with New Supply Chain Management Features for the Apparel, Footwear & Accessories Industry
July 06, 2023
From
Jesta I.S.
Via
Business Wire
UK-Based JD Sports Launches Its Digital Transformation with Leading Retail Technology by Jesta I.S. to Power Its Growth in the Canadian Market
July 13, 2023
From
Jesta I.S.
Via
Business Wire
Jesta I.S. Positioned as a Leader in 2023 IDC MarketScape: Worldwide Point-of-Sale Software in Midsized Apparel and Softlines Retail
April 12, 2023
From
Jesta I.S.
Via
Business Wire
Top Retailers and Jesta I.S. to Take Center Stage at NRF 2023: Retail’s Big Show to Share Their Strategies for Defeating Global Disruption
January 10, 2023
From
Jesta I.S.
Via
Business Wire
Jesta I.S. Continues to Climb the RIS Software LeaderBoard in 2023 for Outstanding Retail Software Service and Support
December 21, 2022
From
Jesta I.S.
Via
Business Wire
Jesta I.S.’s Omni + Solution Transforms Omnichannel Order Fulfillment and Customer Service with Real-Time Unified Commerce
December 08, 2022
From
Jesta I.S.
Via
Business Wire
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