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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
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Client Information
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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Client Information
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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
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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 Reports 80% YOY Increase in Digital Interactions for Retailers Over Black Friday and Cyber Monday Shopping Weekend
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NICE Releases Environmental, Social and Governance (ESG) Report, Showcasing Power of Automation in Driving Exceptional Experiences
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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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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
November 14, 2024
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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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ONEI
NICE Named a Leader in the 2024 Gartner® Magic Quadrant™ for Contact Center as a Service For 10th Consecutive Year
October 30, 2024
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NICE Expands CXone Mpower – The Ultimate AI Hyper Platform for Customer Service Automation
October 22, 2024
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NICE Actimize Wins 2024 Datos Insights Fraud & AML Impact Award for Best AML Transaction Monitoring Innovation
October 08, 2024
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NICE Recognizes 2024 PSAPs’ Finest Award Winners for Achievements in Emergency Communications
October 01, 2024
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NICE Actimize Wins 2024 FTF News Technology Innovation Award for Best Operational Risk Management Solution
September 26, 2024
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Banco PAN Revolutionizes CX with NICE CXone
September 25, 2024
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NICE Actimize Launches AI-Powered Fraud Investigations Solution to Mitigate Losses and Maximize Efficiencies
September 24, 2024
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Boon Rawd Supply Chain Moves to the Cloud with NICE CXone
September 17, 2024
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Arrow XL Selects NICE CXone Leveraging the Platform’s Complete Digital Portfolio and AI-Powered CX
September 12, 2024
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NICE Actimize 2024 Fraud Insights Report Shows Investment and Romance Scams Pose Increased Consumer Risk
September 11, 2024
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Dutch Railways Digitally Revolutionizes Transportation with NICE CXone
September 10, 2024
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Pinal County Attorney’s Office Latest Prosecutor to Deploy NICE Justice for Digital Evidence Management
September 09, 2024
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NICE Named Undisputed Leader for Second Consecutive Year in Metrigy’s 2024 CCaaS Provider Ranking
September 05, 2024
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NICE Enlighten Copilot Wins 2024 BIG Innovation Award for AI Excellence and Advanced Conversational AI
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NICE Transforms Citizen Experience with New Centralized Gateway to Government Services
September 03, 2024
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NICE Copilot Wins 2024 AI Breakthrough Award for Best AI Solution for Customer Experience
August 29, 2024
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NICE’s AI-Powered Digital Evidence Management Solution Selected by Augusta, Georgia DA’s Office to Deliver Timelier Justice
August 28, 2024
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