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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
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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
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 Reports 22% Year-Over-Year Cloud Revenue Growth for the Third Quarter 2023
November 16, 2023
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Club Med Expands NICE CXone including Smart AI-Based Routing Across its Global Workforce to Improve Operational Efficiencies
November 14, 2023
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Webb County District Attorney’s Office Innovates as First in Texas to Digitally Transform Criminal Justice with NICE Evidencentral
November 13, 2023
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NICE Provides Dial-in Details for its Third Quarter 2023 Results Teleconference
November 09, 2023
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NICE Named an Exemplary Leader in Ventana Research 2023 Buyers Guide for Contact Centers
November 01, 2023
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NICE Positioned As Industry Leader Across All Three Contact Center Categories in destinationCRM’s 2023 Industry Leadership Awards
October 26, 2023
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NICE Named Exemplary Leader in Ventana Research 2023 Buyers Guide for Agent Management
October 25, 2023
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Hastings Direct Standardizes CX Operations on CXone and Boosts Agent Productivity and Engagement
October 24, 2023
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NICE Actimize Positioned As Overall Leader in the 2023 Quadrant Knowledge Solutions Enterprise Fraud Management Report
October 23, 2023
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NICE Named a Leader in Everest Group’s Task Mining Products PEAK Matrix
October 19, 2023
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Mazda Selects NICE’s AI-powered CXone to Streamline Operations and Deliver Superior Customer Experiences
October 18, 2023
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NICE Announces 2023 PSAPs’ Finest Award Winners for Achievements in Emergency Communications
October 17, 2023
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Alaska Department of Law Selects NICE Justice for Statewide Digital Transformation of Criminal Justice
October 16, 2023
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NICE Named an Exemplary Leader in Ventana Research 2023 Buyers Guide for Contact Center Suites
October 10, 2023
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Ottawa Police Service Selects NICE for Next Generation 911 Digital Transformation Initiative
October 05, 2023
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NICE to Acquire LiveVox, Revolutionizing How Organizations Manage Proactive Outreach With the Power of Conversational AI at Scale
October 04, 2023
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NICE Positioned in The Next 100 Global Awards 2023 by Global Banking & Finance Review as Digital Transformation Partner Company Innovator
October 03, 2023
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Douglas County District Attorney’s Office Selects NICE Justice to Manage Growing Digital Evidence
October 02, 2023
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NICE Enlighten AI Receives Two 2023 CUSTOMER Magazine Product of the Year Awards
September 28, 2023
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NICE’s Workforce Management Leads Market Share for Ninth Straight Year in DMG Consulting’s 2023-2024 Enterprise WFM Product and Market Report
September 27, 2023
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NICE Actimize Wins Four 2023 Global Banking & Finance Awards Highlighting Innovation in Anti-Money Laundering Technology
September 26, 2023
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NICE Actimize Powers Innovation for GoTyme Bank with its Cloud Financial Crime Digital Banking Platform
September 21, 2023
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NICE CXone Summer 2023 Release Unlocks New Levels of Openness and Flexibility to Deliver CX at Scale
September 20, 2023
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NICE Actimize Announces Financial Crime Risk Management Roadshow Discussing FRAML in the Era of Generative AI
September 11, 2023
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NICE Named Overall Leader in Technology Excellence and Customer Impact in 2023 SPARK Matrix™ Speech Analytics Report
September 19, 2023
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NICE ContactEngine Receives Digital Transformation Project of the Year Honors From Digital Revolution Awards for Conversational AI
September 06, 2023
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NICE Announces International Elite Partners of the Year Award Winners
August 30, 2023
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NICE Recognizes Top EMEA and APAC Innovators with International CX Excellence Awards
August 29, 2023
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Allegheny County District Attorney’s Office to Deploy NICE AI-Powered Digital Evidence Management Solution
August 28, 2023
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NICE Named a Leader In 2023 Frost & Sullivan Asia Pacific Cloud Contact Center Report
August 24, 2023
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