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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
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
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Polaris Slingshot’s 2023 Lineup Expands Factory Accessory Options, Adds Vibrant Paint Colors Across Lineup to Inspire Drivers to Design Their Own Ride Direct From the Factory
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Polaris Schedules Third Quarter 2022 Earnings Conference Call and Webcast
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August 02, 2022
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Polaris Declares Regular Cash Dividend
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June 02, 2022
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Polaris Inc. to Present at the Baird 2022 Global Consumer, Technology & Services Conference
June 01, 2022
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May 05, 2022
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May 02, 2022
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Polaris Declares Regular Cash Dividend
April 28, 2022
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Polaris First Quarter 2022 Earnings Results
April 26, 2022
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Polaris Donates Nearly $120,000 to Off-Road Organizations with T.R.A.I.L.S. Grants
April 22, 2022
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Polaris Slingshot Reclassified in the State Of New York
April 19, 2022
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Adventure More in the Midwest: Polaris Adventures Select Membership Program Expands to Four New States
April 18, 2022
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Polaris Celebrates International Female Ride Day® to #FocusFemaleForward
April 11, 2022
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Polaris RZR Factory Racing Wins Big at the 2022 San Felipe 250
April 04, 2022
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Polaris Schedules First Quarter 2022 Earnings Conference Call and Webcast
March 28, 2022
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Polaris Highlights Strategy for Long-Term Growth and Profitability at 2022 Analyst and Investor Day
February 24, 2022
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Polaris to Host Analyst and Investor Meeting
February 17, 2022
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Polaris Slingshot Delivers Superior Style to 2022 Lineup With New Signature LE
February 15, 2022
From
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Polaris Declares Increase in Cash Dividend
January 27, 2022
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Polaris Fourth Quarter & Full Year 2021 Earnings Results
January 25, 2022
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Polaris Off-Road Delivers Purpose-Built Additions to the RANGER, Sportsman, Scrambler and RZR Lineup to Meet Growing Demand of Outdoor Enthusiasts
January 18, 2022
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Polaris Announces Long-Time Vice President of Investor Relations Richard Edwards to Retire, J.C. Weigelt Joins Polaris to Lead Investor Relations
January 04, 2022
From
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Polaris Schedules Fourth Quarter and Full Year 2021 Earnings Conference Call and Webcast
December 22, 2021
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