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home
about us
Investment Approach
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Firm ADV PDFs
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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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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)
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Additional Information
Sample Portfolio
Back Dated Performance Reports
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TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
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Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
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Eight SpartanNash Associates Named ‘Top Women in Grocery’
June 15, 2022
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SpartanNash Acquires Shop-N-Save Food Centers
June 14, 2022
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Shareholders Elect ALL of SpartanNash’s Director Nominees at 2022 Annual Meeting
June 09, 2022
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SpartanNash Welcomes Greg Crane as Vice President, Finance – Food Distribution
June 06, 2022
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SpartanNash Announces First Quarter Fiscal 2022 Financial Results
June 02, 2022
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Leading Independent Proxy Advisory Firm Glass Lewis Recommends SpartanNash Shareholders Vote “FOR” SpartanNash’s Highly Qualified Director Nominees
May 31, 2022
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SpartanNash Sends Letter to Shareholders Highlighting Strong Preliminary First Quarter 2022 Results and Pathway to Long-Term Growth
May 24, 2022
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SpartanNash to Webcast First Quarter 2022 Earnings Conference Call
May 19, 2022
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SpartanNash Files Investor Presentation Highlighting Transformed Board and Management that is Executing Winning Strategy to Drive Shareholder Value
May 16, 2022
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SpartanNash Announces Preliminary First Quarter 2022 Results, Raises Fiscal 2022 Guidance & Provides Long-Term Targets
May 12, 2022
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SpartanNash and DoorDash Partner to Scale On-Demand Grocery Offerings
May 10, 2022
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SpartanNash Foundation Announces In-Store Fundraiser to Benefit Special Olympics
May 04, 2022
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SpartanNash Comments on Macellum and Ancora’s False and Misleading Statements
May 02, 2022
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SpartanNash Mails Letter to Shareholders Highlighting Highly Engaged Board of Directors Overseeing Successful, Value-Enhancing Transformation
April 28, 2022
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SpartanNash, Specialty Food Partners Team Up to Expand Specialty and Local Food Offerings for Customers
April 25, 2022
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SpartanNash Welcomes Peter Anjorin as Vice President, Strategy and Business Development
April 20, 2022
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SpartanNash Reaffirms Significant Operational Success, Strong Financial Results and Enhanced Board and Leadership Team as Winning Recipe for Shareholders
April 18, 2022
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SpartanNash Appoints Yu Ying Seah to Vice President, IT Global Applications
April 13, 2022
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INSERTING and REPLACING SpartanNash Releases Inaugural ESG Report Detailing Progress to Deliver Ingredients for a Better Life
March 28, 2022
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SpartanNash Releases Inaugural ESG Report Detailing Progress to Deliver Ingredients for a Better Life
March 28, 2022
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SpartanNash Contract Extended through 2025 by the U.S. Defense Commissary Agency
March 24, 2022
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SpartanNash Foundation Raises $180,000 for Habitat for Humanity
March 21, 2022
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SpartanNash Addresses Director Nominations
March 18, 2022
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SpartanNash Promotes David Sisk to Chief Customer Officer
March 17, 2022
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SpartanNash Ships First of Several Containers Packed with Donations for Ukrainians
March 16, 2022
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SpartanNash Enhances Our Family® Cheese Line as Category Growth Expands
February 28, 2022
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SpartanNash Foundation Supports Habitat for Humanity with Fundraiser to Build a Path Toward Homeownership
February 09, 2022
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SpartanNash Expands Partnership with Flashfood to Further Reduce Food Waste and Grocery Bills for Families
February 08, 2022
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SpartanNash Announces Board Refreshment; Appoints Three New Independent Directors
February 07, 2022
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SpartanNash Distributing N95 Masks to Help Curb the Spread of COVID-19
February 03, 2022
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