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home
about us
Investment Approach
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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
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EVENTS
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Event Schedule
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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 NICE
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NICE Named a Leader In 2024 IDC MarketScape: Worldwide Conversational Intelligence and Analytics Vendor Assessment
March 18, 2025
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Certified Languages International Personalizes Customer Service with CXone Mpower
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NICE Reports 400% Increase in CXone Mpower Autopilot Interactions in 2024 as AI Agents Power Future of Customer Service
February 27, 2025
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NICE Reports 25% Year-Over-Year Cloud Revenue Growth for the Full-Year 2024
February 20, 2025
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NICE Provides Webcast and Dial-in Details for its Fourth Quarter 2024 Results Teleconference
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NICE Selected by Fire Department of New York to Digitally Transform Evidence Management
February 10, 2025
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NICE Opens Nominations for 2025 PSAPs’ Finest Awards Recognizing Emergency Communications Standouts
January 13, 2025
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San Francisco Department of Emergency Management Selects NICE Inform Elite for Capturing and Analyzing 911 Communications
January 08, 2025
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NICE Actimize Partners with The Knoble Non-Profit Network to Issue Best Practices Guide for Identifying Human Trafficking Activity
January 07, 2025
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Illinois’ McHenry County State’s Attorney’s Office Embraces Digital Transformation with NICE Justice AI-Powered Evidence Management
December 12, 2024
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Calcasieu Parish District Attorney’s Office Selects NICE Justice to Safeguard and Streamline Digital Evidence Management
December 12, 2024
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Monterey County District Attorney's Office Selects NICE Justice AI-powered Digital Evidence Management
December 12, 2024
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Fulton Bank Revolutionizes Financial Services Interactions with NICE CXone Mpower Copilot and Autopilot
December 11, 2024
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Prosper Creates Exceptional CX with Industry-Leading NICE CXone Mpower
December 09, 2024
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Travel + Leisure Co. Optimizes Vacation Ownership CX with NICE CXone Mpower
December 05, 2024
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NICE Reports 80% YOY Increase in Digital Interactions for Retailers Over Black Friday and Cyber Monday Shopping Weekend
December 04, 2024
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NICE Releases Environmental, Social and Governance (ESG) Report, Showcasing Power of Automation in Driving Exceptional Experiences
December 04, 2024
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Great Southern Bank Reduced Customer Wait Times With NICE CXone Mpower
December 03, 2024
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Creand Crèdit Andorrà Selects NICE Actimize to Modernize and Expand its Global Anti-Money Laundering Strategy
December 02, 2024
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Maxicare Greatly Improves the Patient Experience with NICE
November 26, 2024
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AUSIEX Utilizes NICE CXone to Support Commitment to Excellence in CX and Innovation
November 25, 2024
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NICE Actimize AML SaaS Solutions Chosen by TF Bank to Elevate its Financial Crime Program
November 21, 2024
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NICE CLUB ONE Sees 150% Membership Surge in 2024, Setting the Standard for CX Loyalty Programs
November 19, 2024
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NICE Is A 2024 Gartner® Peer Insights™ CCaaS Customers’ Choice —Only Vendor to Receive This Recognition for the 2nd Time
November 18, 2024
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NICE Reports 24% Year-Over-Year Cloud Revenue Growth, Exceeding High End of Guidance for Both Total Revenue and EPS
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NICE Actimize Positioned as Category Leader in Chartis Research Communications Surveillance 2024 Vendor Landscape Report
November 13, 2024
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NICE Provides Webcast and Dial-in Details for its Third Quarter 2024 Results Teleconference
November 07, 2024
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NICE Launches CXone Mpower SmartSpeak, Eliminating Language Barriers in Real-Time for Exceptional Global CX
November 04, 2024
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