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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
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
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
Services, Fees and Compensation
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
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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MARKET RESEARCH
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Articles published by KBS
KBS Sells TOBY Award-Winning 675,945 Square-Foot Class A Mixed-Use Property in Downtown Los Angeles, California for $104 Million
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December 13, 2022
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Avison Young and KBS Complete Renovation of 1000 Continental Drive
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April 26, 2022
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KBS Acquires 605,000 Square-Foot Class A Office Tower in Nashville, Tennessee
April 25, 2022
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KBS Earns UL Verified Healthy Building Mark for Indoor Air Verification for More than 14 Million Square Feet of Class A Office Space
April 04, 2022
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KBS Signs New 42,290 Square-Foot Lease Agreement with National Restaurant and Brewery Operator at 203,284 Square-Foot Office Property in Houston, Texas
March 23, 2022
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KBS Promotes Marc DeLuca to CEO, Completes Key Advancements to Usher in Next Phase of Growth
January 27, 2022
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KKR Acquires Novē at Knox in Dallas, Texas from KBS and Southern Land Company
October 13, 2021
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KBS Signs Four-Floor Lease Extension With 72-Year-Old Law Firm at 510,268 Square-Foot Class A Office Property in Atlanta, Georgia
September 14, 2021
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KBS Sells 593,527 Square-Foot LEED-Gold Class A Office Tower in Denver, Colorado
September 08, 2021
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KBS Commits to Verification of More Than 16 Million Square Feet of Class A Office Space to Achieve UL Verified Healthy Building Mark for Indoor Air
August 16, 2021
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KBS Sells 264,149 Square-Foot Trophy Office Tower in Denver, Colorado for $66 Million
August 06, 2021
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KBS Brings 496,723-Square-Foot Institutional-Quality Business Park in Charlotte, North Carolina, to Full Occupancy with 100,000+ Square Feet of New Leases with Two Global Tenants
July 28, 2021
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KBS Assists in the Acquisition of Sorrento Towers, a 296,327 Square-Foot Class A Office Complex in San Diego, California, for $146 Million on Behalf of Prime US REIT
July 26, 2021
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KBS Assists in the Acquisition of One Town Center, a Class A Office Tower in Boca Raton, Florida for $99.5 Million on Behalf of Prime US REIT
July 21, 2021
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June 30, 2021
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KBS Sells Four-Building, 100% Leased, 372,763-Square-Foot Class A Industrial/Flex Park in Austin, Texas
June 08, 2021
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CORRECTING and REPLACING KBS Signs Long-Term Lease Renewal at 186,922 SF NAIOP Award-Winning Office Building in Herndon, Virginia
June 02, 2021
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KBS Signs Long-Term Lease Renewal at 186,922 SF NAIOP Award-Winning Office Building in Herndon, Virginia
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Kansas City Welcomes Seven New Retail Tenants to Leawood’s Park Place Village
May 25, 2021
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KBS Sells 629,189 Square-Foot Class A Office Complex in Iselin, New Jersey for $88 Million
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May 20, 2021
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