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home
about us
Investment Approach
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Market Analysis Summary
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Team Biographies
Firm ADV PDFs
Form CRS
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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
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
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Event Schedule
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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 Marsh McLennan
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Marsh McLennan Increases Quarterly Cash Dividend
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Leadership, benefits, and technology risks top of mind for risk and HR professionals surveyed by Mercer and Marsh
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Marsh McLennan stockholders re-elect Board of Directors during 2024 meeting
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Marsh McLennan to Host First Quarter Earnings Investor Call on April 18
March 21, 2024
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Marsh McLennan Declares Quarterly Cash Dividend
March 13, 2024
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Unity insurance facility expanded to cover all shipping to and from Ukrainian ports
March 01, 2024
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Marsh McLennan Announces Pricing of $1,000,000,000 Senior Notes Offering
February 14, 2024
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Marsh McLennan Reports Fourth Quarter and Full-year 2023 Results
January 25, 2024
From
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Marsh McLennan Declares Quarterly Cash Dividend
January 10, 2024
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Marsh McLennan to Host Fourth Quarter Earnings Investor Call on January 25
January 02, 2024
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Delisting and Cancellation of Trading From the London Stock Exchange
November 27, 2023
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Marsh McLennan Develops New Generative AI Tool
November 21, 2023
From
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Marsh McLennan collaborates with Ukrainian government, banks, and insurers to provide cost-effective insurance for Black Sea grain shipments
November 15, 2023
From
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Notice of Intention to Delist From the London Stock Exchange
October 27, 2023
From
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Marsh McLennan Reports Third Quarter 2023 Results
October 19, 2023
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Ukraine Activates Marsh McLennan-Supported War Risk Data Platform; Analysis Confirms Progress in Protecting Ukrainian Communities and People
October 12, 2023
From
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Marsh McLennan names Pat Tomlinson President of Mercer
October 12, 2023
From
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Marsh McLennan to Host Third Quarter Earnings Investor Call on October 19
September 21, 2023
From
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Marsh McLennan Declares Quarterly Cash Dividend
September 20, 2023
From
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Marsh McLennan Announces Pricing of $1.6 Billion Senior Notes Offering
September 06, 2023
From
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Marsh McLennan Reports Second Quarter 2023 Results
July 20, 2023
From
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Marsh McLennan Increases Quarterly Cash Dividend
July 11, 2023
From
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Marsh McLennan to work with Ukrainian government to unlock access to global insurance market
June 22, 2023
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Marsh McLennan to Host Second Quarter Earnings Investor Call on July 20
June 22, 2023
From
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Hafize Gaye Erkan Resigns from Marsh McLennan Board of Directors
June 12, 2023
From
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Marsh McLennan Stockholders Re-elect Board of Directors during 2023 Meeting
May 18, 2023
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Marsh McLennan’s Mercer signs Management Transition Agreement for BT Private Portfolio Management
May 08, 2023
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