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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
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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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MARKET RESEARCH
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Articles published by SIXT USA
SIXT Expands U.S. Airport Network with New Branches at Tulsa and Reno-Tahoe International Airports
December 22, 2025
From
SIXT USA
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SIXT Drives Value for SkyMiles® Members Through New Partnership with Delta Air Lines
July 22, 2025
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Via
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Inspirato and SIXT Launch Preferred Travel Partnership
April 17, 2025
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Via
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SIXT USA Opens New Car Rental Branch at Seminole Hard Rock Hotel & Casino in Hollywood, FL
March 26, 2025
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SIXT USA
Via
Business Wire
SIXT USA Expands North America Operations With New Tulsa Office
February 18, 2025
From
SIXT USA
Via
Business Wire
SIXT USA Announces New Car Rental Branch at Louis Armstrong New Orleans International Airport
January 10, 2025
From
SIXT USA
Via
Business Wire
SIXT Achieves U.S. Expansion Milestone Opening 50th Airport Location at John Wayne Airport
December 03, 2024
From
SIXT USA
Via
Business Wire
SIXT Ranks 3rd Overall in the J.D. Power 2024 North America Rental Car Satisfaction Study
October 10, 2024
From
SIXT USA
Via
Business Wire
SIXT USA Announces New Car Rental Branch at Houston’s William P. Hobby Airport
July 17, 2024
From
SIXT USA
Via
Business Wire
SIXT USA Announces New Car Rental Branch at Milwaukee Mitchell International Airport
July 02, 2024
From
SIXT USA
Via
Business Wire
SIXT USA Announces New Car Rental Branch at Tucson International Airport
June 06, 2024
From
SIXT USA
Via
Business Wire
SIXT USA Announces New Car Rental Branch at Kansas City International Airport
April 22, 2024
From
SIXT USA
Via
Business Wire
SIXT Announces New Car Rental Branch at Kona International Airport
April 02, 2024
From
SIXT USA
Via
Business Wire
SIXT Named Best Car Rental Company in North America at Annual Business Traveler Awards
December 07, 2023
From
SIXT USA
Via
Business Wire
SIXT USA Extends North America Reach With Five New Off-Airport Locations
October 31, 2023
From
SIXT USA
Via
Business Wire
SIXT and 2016 F1 Champion Nico Rosberg Team Up for “THE vs. A” Challenge in Las Vegas
October 26, 2023
From
SIXT USA
Via
Business Wire
SIXT USA Announces New Car Rental Branch at Raleigh-Durham International Airport
October 04, 2023
From
SIXT USA
Via
Business Wire
SIXT USA Opens New Car Rental Branch at Jacksonville International Airport
June 13, 2023
From
SIXT USA
Via
Business Wire
SIXT USA Further Expands North American Presence With Openings in Pittsburgh and Toronto
February 28, 2023
From
SIXT USA
Via
Business Wire
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