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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
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EVENTS
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Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
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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 Publix
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Publix Recognized on Fortune’s World’s Most Admired Companies List for the 30th Year in a Row
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From
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October 14, 2024
From
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From
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October 07, 2024
From
Publix
Via
Business Wire
Publix named on inaugural Forbes’ America’s Best Employers for Tech Workers list
October 02, 2024
From
Publix
Via
Business Wire
Publix announces fourth quarter 2024 dividend
October 01, 2024
From
Publix
Via
Business Wire
Publix Super Markets Charities Donates $1M to Support Disaster Relief Following Hurricane Helene
September 30, 2024
From
Publix
Via
Business Wire
Publix Recognized on Fortune’s Best Workplaces in Retail List for 11th Consecutive Year
September 10, 2024
From
Publix
Via
Business Wire
Publix recognized on the 2024 PEOPLE’s Companies that Care list
August 21, 2024
From
Publix
Via
Business Wire
Publix Reports Second Quarter 2024 Results and Stock Price
August 01, 2024
From
Publix
Via
Business Wire
Publix Recognized as the Best Supermarket Pharmacy for Customer Satisfaction in the J.D. Power 2024 U.S. Pharmacy Study
July 31, 2024
From
Publix
Via
Business Wire
Publix Celebrates Coral Reef Awareness Week by Supporting Projects That Protect and Restore These Important Habitats
July 17, 2024
From
Publix
Via
Business Wire
Publix Announces Third Quarter 2024 Dividend
July 01, 2024
From
Publix
Via
Business Wire
Publix Pharmacy is now connecting customers with a virtual care service
June 25, 2024
From
Publix
Via
Business Wire
Publix Provides Funding to Sustainable Fisheries Partnership to Help Improve Commercial Fishing Practices
June 06, 2024
From
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Via
Business Wire
Publix announces partnership with Nashville Soccer Club
May 23, 2024
From
Publix
Via
Business Wire
Publix reaches milestone, donating 100 million pounds of produce to help feed neighbors in need
May 14, 2024
From
Publix
Via
Business Wire
Publix Reports First Quarter 2024 Results and Stock Price
May 01, 2024
From
Publix
Via
Business Wire
Every Day is Earth Day at Publix
April 23, 2024
From
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Via
Business Wire
Publix honors associates for their community involvement
April 17, 2024
From
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Via
Business Wire
Publix Board Member Elected; Retirees Recognized
April 16, 2024
From
Publix
Via
Business Wire
Publix recognized on Fortune’s Best Companies to Work For list
April 04, 2024
From
Publix
Via
Business Wire
Publix announces May 2024 dividend
April 01, 2024
From
Publix
Via
Business Wire
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