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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
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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
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
Bond Fund Seminar
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MARKET RESEARCH
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Articles published by NICE
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NICE Named MetriStar Top Provider in 2024 Metrigy CCaaS Platforms Report
July 17, 2024
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NICE’s NTR-X Compliance Recording and Assurance Secures Transactable Solution Status in Microsoft’s Azure Marketplace
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Orange Cyberdefense Selects NICE CXone for Customer Service Excellence and Simplified Global Operations
July 10, 2024
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NICE Announces International CX Excellence Award Winners, Demonstrating CX AI Mastery
July 09, 2024
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NICE Named a Leader In 2024 IDC MarketScape for Contact Center as a Service Report
June 26, 2024
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NICE’s Inaugural International Happiness Index Finds 78% of People Think Leveraging AI In Customer Service Can Make Them Happier Consumers
June 20, 2024
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NICE Announces Elite Partners of the Year Awards at Interactions 2024, Expanding the Reach of CX AI To New Heights
June 12, 2024
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NICE Announces CX Excellence Award Winners at Interactions 2024, Playing Pivotal Roles in Shaping the Future of CX
June 12, 2024
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NICE Unveils CXone Mpower, The Ultimate CX-Aware AI Offering, Providing Continuous, Memory-Driven Human and AI Collaboration
June 11, 2024
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NICE Launches 1CX, An All-In-One UCaaS for $5 Per User Per Month
June 11, 2024
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NICE Accelerates Its Share Repurchase Program and Announces a New $500 Million Share Buyback Plan
June 10, 2024
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NICE Awarded Its Largest Ever CXone Deal in the APAC Region, Demonstrating NICE’s Global Leadership
June 10, 2024
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NICE to Webcast Financial Analyst and Investor Day at Interactions 2024
June 07, 2024
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NICE Drives Organizations to Effectively Manage Entire CX Workforce with New Back-Office Capabilities
May 30, 2024
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Italy’s Carabinieri Police Deploy NICE Inform at All Control Rooms Nationwide for Incident Intelligence
May 28, 2024
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NICE Reports 27% Year-Over-Year Cloud Revenue Growth for the First Quarter 2024
May 16, 2024
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NICE Announces Planned CEO Transition
May 16, 2024
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NICE Announces Interactions 2024, Shaping the New Generation of CX AI Excellence and Welcomes Nicole Kidman as Celebrity Keynote
May 13, 2024
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NICE Named the Conversational Intelligence Market Leader in 2024 Opus Research Intelliview Report
May 09, 2024
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NICE Provides Dial-in Details for its First Quarter 2024 Results Teleconference
May 09, 2024
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NICE Actimize Recognized as Category Leader in the Chartis 2024 CLM Solutions for Corporate and Investment Banking Vendor Landscape Report
May 08, 2024
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Cincinnati Emergency Communication Center Leverages NICE Inform Elite for Digital Transformation to Improve Operations
May 02, 2024
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NICE Actimize Positioned as Highest-Scoring in 2024 Quadrant Knowledge Solutions SPARK Matrix AML Report
May 01, 2024
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NICE Actimize Positioned #1 in the Inaugural 2024 Chartis Financial Crime and Compliance50 Report
April 30, 2024
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NICE Actimize Positioned as a Leading Luminary in Financial Crime Technology in Celent’s 2024 Watchlist Screening Report
April 18, 2024
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NICE Actimize Wins 2024 FinTech Breakthrough Award for “Best AML Solution” Highlighting AI-Focused Offerings
April 17, 2024
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NICE Actimize Announces New Integrated Fraud Management Platform Delivering Pervasive AI Across Fraud Prevention
April 09, 2024
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NICE CXone AI-Driven Workforce Engagement Management Receives TMC’s Future of Work Agent Experience Award
April 03, 2024
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NICE Receives Frost & Sullivan’s 2023 Customer Value Leadership Award
April 02, 2024
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Triple Impact Connections Increases its Digital CX Capabilities with CXone
March 28, 2024
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