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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
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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
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Sample Portfolio
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Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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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Event Schedule
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MVS
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Market Value Securities (MVS sm) Presentation
Featured Event
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Events History
Investing During Uncertain Times
Read FULL Seminar Here
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JHX Investors Have Opportunity to Lead James Hardie Industries plc Securities Fraud Lawsuit with the Schall Law Firm
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NX Investors Have Opportunity to Lead Quanex Building Products Corporation Securities Fraud Lawsuit with the Schall Law Firm
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CYTK Investors Have Opportunity to Lead Cytokinetics, Incorporated Securities Fraud Lawsuit with the Schall Law Firm
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FLR Investors Have Opportunity to Lead Fluor Corporation Securities Fraud Lawsuit with the Schall Law Firm
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LNTH Investors Have Opportunity to Lead Lantheus Holdings, Inc. Securities Fraud Lawsuit with the Schall Law Firm
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VFC Investors Have Opportunity to Lead V.F. Corporation Securities Fraud Lawsuit with the Schall Law Firm
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FLYE Investors Have Opportunity to Lead Fly-E Group, Inc. Securities Fraud Lawsuit with the Schall Law Firm
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TROX Investors Have Opportunity to Lead Tronox Holdings plc Securities Fraud Lawsuit with the Schall Law Firm
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TSE Investors Have Opportunity to Join Trinseo PLC Fraud Investigation with the Schall Law Firm
October 29, 2025
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LRMR Investors Have Opportunity to Join Larimar Therapeutics, Inc. Fraud Investigation with the Schall Law Firm
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RZLV Investors Have Opportunity to Join Rezolve AI PLC Fraud Investigation with the Schall Law Firm
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ZION Investors Have Opportunity to Join Zions Bancorporation, N.A. Fraud Investigation with the Schall Law Firm
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BCUCY Investors Have Opportunity to Join Brunello Cucinelli S.p.A. Fraud Investigation with the Schall Law Firm
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GRND Investors Have the Opportunity to Join Investigation of Grindr Inc. with the Schall Law Firm
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FRPT Investors Have Opportunity to Join Freshpet, Inc. Fraud Investigation with the Schall Law Firm
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FFIV Investors Have Opportunity to Join F5, Inc. Fraud Investigation with the Schall Law Firm
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VRA Investors Have Opportunity to Join Vera Bradley, Inc. Fraud Investigation with the Schall Law Firm
October 29, 2025
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SMLR Investors Have Opportunity to Lead Semler Scientific, Inc. Securities Fraud Lawsuit with the Schall Law Firm
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JHX Investors Have Opportunity to Lead James Hardie Industries plc Securities Fraud Lawsuit with the Schall Law Firm
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