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home
about us
Investment Approach
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
Quarterly Performance Reports
EVENTS
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Event Schedule
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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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SJW Group Rebrands as H2O America
May 06, 2025
From
SJW Group
Via
GlobeNewswire
Tickers
SJW
SJW Group Announces First Quarter 2025 Financial Results
April 28, 2025
From
SJW Group
Via
GlobeNewswire
Tickers
SJW
SJW Group Appoints Kay R. New as Chief Human Resources Officer
April 21, 2025
From
SJW Group
Via
GlobeNewswire
Tickers
SJW
SJW Group to Report First-Quarter 2025 Financial Results on April 28
April 16, 2025
From
SJW Group
Via
GlobeNewswire
Tickers
SJW
Ann P. Kelly Promoted to Chief Financial Officer of SJW Group
March 31, 2025
From
SJW Group
Via
GlobeNewswire
Tickers
SJW
SJW Group Announces Leadership Transition and Executive Promotions to Drive Continued Growth
February 27, 2025
From
SJW Group
Via
GlobeNewswire
Tickers
SJW
SJW Group Announces 2024 Financial Results
February 26, 2025
From
SJW Group
Via
GlobeNewswire
Tickers
SJW
SJW Group to Report Fourth-Quarter and Full-Year 2024 Financial Results on February 26
February 13, 2025
From
SJW Group
Via
GlobeNewswire
Tickers
SJW
SJW Group Declares Dividend and Announces 2025 Dividend Increase
January 29, 2025
From
SJW Group
Via
GlobeNewswire
Tickers
SJW
SJW Group Named One of America’s Most Responsible Companies 2025 by Newsweek
January 21, 2025
From
SJW Group
Via
GlobeNewswire
Tickers
SJW
SJW Group Announces Deferral of San Jose Water Company’s Cost of Capital Filing to May 1, 2026
January 16, 2025
From
SJW Group
Via
GlobeNewswire
Tickers
SJW
SJW Group Announces CPUC Decision Approving San Jose Water’s General Rate Case
December 23, 2024
From
SJW Group
Via
GlobeNewswire
Tickers
SJW
SJW Group Appoints Douwe Busschops as Chief Information Officer
December 09, 2024
From
SJW Group
Via
GlobeNewswire
Tickers
SJW
Ann P. Kelly Joins SJW Group as Chief Accounting Officer and Principal Accounting Officer
November 12, 2024
From
SJW Group
Via
GlobeNewswire
Tickers
SJW
SJW Group Announces Third Quarter 2024 Financial Results
October 28, 2024
From
SJW Group
Via
GlobeNewswire
Tickers
SJW
SJW Group Sets Date for Release of 2024 Third Quarter Financial Results
October 16, 2024
From
SJW Group
Via
GlobeNewswire
Tickers
SJW
Newsweek Names SJW Group One of America’s Greenest Companies 2025
October 07, 2024
From
SJW Group
Via
Business Wire
Tickers
SJW
San Jose Water Files Settlement Agreement in 2025 to 2027 General Rate Case
August 20, 2024
From
SJW Group
Via
Business Wire
Tickers
SJW
SJW Group Announces Second Quarter 2024 Financial Results
July 24, 2024
From
SJW Group
Via
Business Wire
Tickers
SJW
SJW Group Sets Date for Release of 2024 Second Quarter Financial Results
July 16, 2024
From
SJW Group
Via
Business Wire
Tickers
SJW
San Jose Water Customers Receive State Funding to Ease COVID-Related Financial Hardship
June 10, 2024
From
SJW Group
Via
Business Wire
Tickers
SJW
SJW Group Announces First Quarter 2024 Financial Results
April 25, 2024
From
SJW Group
Via
Business Wire
Tickers
SJW
SJW Group Sets Date for Release of 2024 First Quarter Financial Results
April 16, 2024
From
SJW Group
Via
Business Wire
Tickers
SJW
Nazan Riahei Joins SJW Group as Vice President of Communications
April 15, 2024
From
SJW Group
Via
Business Wire
Tickers
SJW
Tanya Moniz-Witten Joins San Jose Water as President
March 04, 2024
From
SJW Group
Via
Business Wire
Tickers
SJW
SJW Group Announces 2023 Financial Results
February 21, 2024
From
SJW Group
Via
Business Wire
Tickers
SJW
Texas Water Company Files Application To Acquire 3009 Water Company
February 21, 2024
From
SJW Group
Via
Business Wire
Tickers
SJW
SJW Group Sets Date for Release of 2023 Financial Results and Announcement of 2024 Guidance
February 12, 2024
From
SJW Group
Via
Business Wire
Tickers
SJW
SJW Group Announces Deferral of San Jose Water Company’s Cost of Capital Filing to May 1, 2025
February 05, 2024
From
SJW Group
Via
Business Wire
Tickers
SJW
SJW Group Declares Dividend and Announces 2024 Dividend Increase
January 25, 2024
From
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Tickers
SJW
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