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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
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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
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Client Information
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Fund (TAF)
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Back Dated Performance Reports
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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)
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Event Schedule
Total Asset Fund (TAF sm) Presentation
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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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ServiceNow Named a Leader in Low-Code Development Platforms for Professional Developers by Independent Research Firm
July 06, 2023
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July 05, 2023
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ServiceNow introduces new generative AI solution, Now Assist for Virtual Agent, to create conversational experiences for more intelligent self-service
June 13, 2023
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ServiceNow to Present at Upcoming Investor Conferences
May 18, 2023
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ServiceNow Deepens Investment in ServiceNow Ventures Committing $1 Billion by 2026 to Fuel Enterprise Software Innovation
May 17, 2023
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ServiceNow Reports New Hire Equity Grants
May 16, 2023
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ServiceNow Announces Plans to Initiate First-Ever Share Repurchase Program
May 16, 2023
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RiseUp with ServiceNow expands curriculum to include partner courses
May 16, 2023
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ServiceNow unveils transformative innovations at Knowledge 2023
May 16, 2023
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ServiceNow announces Employee Growth and Development, an AI-powered talent transformation solution to drive skills-based workforce management
May 16, 2023
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ServiceNow announces new generative AI capabilities for the Now Platform for faster, more intelligent workflow automation
May 16, 2023
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ServiceNow Applies Intelligent Automation to Business-critical Processes with Launch of New Finance and Supply Chain Workflows
May 16, 2023
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CORRECTING and REPLACING ServiceNow and Hugging Face release StarCoder, one of the world’s most responsibly developed and strongest-performing open-access large language model for code generation
May 05, 2023
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ServiceNow Reports First Quarter 2023 Financial Results
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ServiceNow Appoints Netflix Vice President of Engineering Deborah Black to Board of Directors
April 26, 2023
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ServiceNow Reports New Hire Equity Grants
April 18, 2023
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April 12, 2023
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ServiceNow to Announce First Quarter 2023 Financial Results on April 26
April 05, 2023
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March 30, 2023
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