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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
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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
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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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PJSC Mechel: Mechel Reports Management Changes in Power Division
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Mechel Reports Decisions Of Its Board Of Directors
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PJSC Mechel: Mechel Reports Receiving Permission to Continue Circulation of its ADRs Outside Russia
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PJSC Mechel : Mechel Announces Decision Not to Report 1Q2022 Financial and Operational Results
April 29, 2022
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PJSC Mechel: Mechel Reports the FY 2021 Financial Results
March 01, 2022
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PJSC Mechel: Mechel Reports 2021 Operational Results
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Mechel Announces 2021 Financial Results Release Date
February 28, 2022
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PJSC Mechel: Mechel Announces Management Changes
February 11, 2022
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PJSC Mechel: Mechel Announces Partial Early Repayment of Loan Obligations to VTB Bank
February 10, 2022
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PJSC Mechel: Mechel Announces Results of this Year's Mining Equipment Revamp
December 27, 2021
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Mechel Reports The 3Q 2021 Financial Results
November 18, 2021
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PJSC Mechel : Mechel Reports 9M2021 Operational Results
November 18, 2021
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PJSC Mechel : Mechel Announces Third Quarter 2021 Financial Results Release Date
November 16, 2021
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PJSC Mechel : Mechel Supplies Rolled Steel for Moscow Metro
November 08, 2021
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PJSC Mechel : Mechel to Supply Coal to Neryungrinskaya Power Station
September 22, 2021
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PJSC Mechel: Mechel Wins Major Tender to Supply Tram Rails to Moscow Metro
September 21, 2021
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PJSC Mechel: Mechel Reports Changes in Management
September 15, 2021
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PJSC Mechel : Mechel Launches Development of Sivaglinskoye Iron Ore Deposit
September 09, 2021
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PJSC Mechel : Mechel Reports Change in Management
August 30, 2021
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Mechel Reports The 2Q 2021 Financial Results
August 27, 2021
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PJSC Mechel : Mechel Reports 2Q2021 Operational Results
August 27, 2021
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PJSC Mechel : Mechel Announces the 1H 2021 Financial Results Release Date
August 25, 2021
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Mechel Announces Payment of Dividends Based on 2020 Results
August 17, 2021
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PJSC Mechel : Mechel's Beloretsk Metallurgical Plant Repaid Loan to Russia's Industrial Development Fund
August 04, 2021
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PJSC Mechel : Mechel Reports Redemption of Corporate Bonds
July 16, 2021
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PJSC Mechel : Mechel Reports Decisions of Annual General Shareholder Meeting
June 28, 2021
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PJSC Mechel: Mechel Launches First Stage of New Wiredrawing Equipment at Beloretsk Metallurgical Plant
June 21, 2021
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