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home
about us
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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
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Sample Portfolio
Back Dated Performance Reports
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
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
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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Event Schedule
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Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
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Articles published by SEDA EXPERTS
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Marco Schwartz Joins SEDA Experts as an Equity Capital Markets and Investment Banking Expert
September 17, 2026
From
SEDA EXPERTS
Via
GlobeNewswire
Former Senior SEC Official Marc Fagel Joins SEDA, Expanding Its Securities Enforcement & Regulatory Expertise
September 08, 2026
From
SEDA EXPERTS
Via
GlobeNewswire
Arvind Krishnamurthy Joins SEDA as a Private Credit, Specialty Finance and Alternative Investments Expert
August 28, 2026
From
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Via
GlobeNewswire
Former Federal Reserve Bank Examiner Dante Tosetti Joins SEDA Expanding Its Risk Management & Regulatory Compliance Expertise
August 25, 2026
From
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Via
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Cameron Perrett Joins SEDA Expanding Its Corporate Finance and Private Credit Expertise
August 19, 2026
From
SEDA EXPERTS
Via
GlobeNewswire
SEDA Welcomes Alex Matturri, a Global Leader in Indices, Capital Markets, and Asset Management
August 13, 2026
From
SEDA EXPERTS
Via
GlobeNewswire
Timothy J. Davies Joins SEDA as a Global Equities and Investment Management Expert
August 11, 2026
From
SEDA EXPERTS
Via
GlobeNewswire
SEDA Expands Its Structured Finance, Risk Management, and Capital Markets Practices with the Addition of Phillip Millman
August 05, 2026
From
SEDA EXPERTS
Via
GlobeNewswire
SEDA Appoints Rakesh Manani as Partner and Head of APAC to Lead Asia-Pacific Expansion
July 28, 2026
From
SEDA EXPERTS
Via
GlobeNewswire
SEDA Expands Maritime and Shipping Expertise with the Addition of Barry Bednar and Wenzel Schwabenland
July 22, 2026
From
SEDA EXPERTS
Via
GlobeNewswire
SEDA Strengthens Its Mining & Metals Expertise with the Addition of Alastair McIntyre
July 09, 2026
From
SEDA EXPERTS
Via
GlobeNewswire
SEDA Expands Investment Banking and Capital Markets Expertise with the Addition of Ignacio Maldonado Trinchant
June 25, 2026
From
SEDA EXPERTS
Via
GlobeNewswire
Benedict Roth joins SEDA’s Risk Management & Regulatory Compliance Practice
June 04, 2026
From
SEDA EXPERTS
Via
GlobeNewswire
SEDA Experts Expands Its Risk Management and Securities & Derivatives Practices with the Addition of Shiva Bavamala
May 15, 2026
From
SEDA EXPERTS
Via
GlobeNewswire
Dr. Elizabeth Mays Joins SEDA Experts as Managing Director, Bringing More Than 30 Years of Experience in Quantitative Modeling and Analytics
May 05, 2026
From
SEDA EXPERTS
Via
GlobeNewswire
SEDA Expands Its M&A and Business Valuation Expertise with the Addition of William Hunter
April 22, 2026
From
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Via
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SEDA Expands Its Economic Sanctions, AML, and Financial Crime Compliance Expertise with the Addition of Amber Vitale
April 02, 2026
From
SEDA EXPERTS
Via
GlobeNewswire
Steve Masterson Joins SEDA as Trust and Fiduciary Expert Witness
April 01, 2026
From
SEDA EXPERTS
Via
GlobeNewswire
SEDA Strengthens its Corporate Banking and Structured Finance Expertise with the Addition of Jonathan Norton
March 17, 2026
From
SEDA EXPERTS
Via
GlobeNewswire
Crispin Osborne Joins SEDA, Bringing Over 30 Years’ Experience in Global Investment Banking and Corporate Finance
March 12, 2026
From
SEDA EXPERTS
Via
GlobeNewswire
SEDA Expands Equity Capital Markets, Investment Banking and Corporate Finance Expertise with the Addition of Matthew L. Sperling
March 10, 2026
From
SEDA EXPERTS
Via
GlobeNewswire
John Hardt Joins SEDA, Bringing Over 40 Years’ Experience in Treasury, Risk and Capital Markets at Major US, UK and European Banks
March 02, 2026
From
SEDA EXPERTS
Via
GlobeNewswire
SEDA Expands its Clean Energy, Climate Policy, and Sustainable Finance Expertise with the Addition of Adam Zurofsky
February 24, 2026
From
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Via
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Edward Wilson Joins SEDA, Bringing Deep Expertise in Risk Management, Derivatives Trading and Institutional Prime Brokerage
February 20, 2026
From
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Via
GlobeNewswire
SEDA Expands Its Asian Private Credit and Distressed Investing Expertise with the Addition of Jean Chung
February 10, 2026
From
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Via
GlobeNewswire
S. Penny Windle Kline Joins SEDA as Senior Advisor and Board Member, Bringing Over Two Decades of Experience in Complex Litigation and Regulatory Investigations
January 30, 2026
From
SEDA EXPERTS
Via
GlobeNewswire
SEDA Expands Regulatory, Compliance and Investigations Expertise with the Addition of Julian Gooding
January 27, 2026
From
SEDA EXPERTS
Via
GlobeNewswire
David Baker Joins SEDA as Senior Equity Trading Expert with over 35 Years Across Buy-Side and Sell-Side Roles
January 22, 2026
From
SEDA EXPERTS
Via
GlobeNewswire
SEDA Strengthens UK Expert Witness Services with Appointment of Melissa Gleave to Lead UK Client Solutions
January 07, 2026
From
SEDA EXPERTS
Via
GlobeNewswire
Dr. Andrew Hildreth Joins SEDA, Bringing Over 30 Years of Experience in Complex Litigation and International Arbitration
January 05, 2026
From
SEDA EXPERTS
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GlobeNewswire
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