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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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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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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
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Back Dated Performance Reports
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Event Schedule
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Market Value Securities (MVS sm) Presentation
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Investing During Uncertain Times
Read FULL Seminar Here
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Articles published by Suffolk
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Suffolk Taps Armond Balaian to Scale Work and Expand New Office in Silicon Valley
June 18, 2026
From
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Business Wire
Suffolk Strengthens Advanced Manufacturing Leadership and Texas Presence With Hiring of Chris Guice
June 16, 2026
From
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Business Wire
Suffolk Launches “Jobsite of the Future” to Redefine How America Builds Through Artificial Intelligence, Data and Groundbreaking Innovation
June 09, 2026
From
Suffolk
Via
Business Wire
Suffolk Expands West Coast Aviation Leadership With Hiring of Emery Molnar and Elevates Sam Sleiman to National President of Transportation
May 27, 2026
From
Suffolk
Via
Business Wire
Suffolk Taps Industry Veteran Louis Martinelli to Scale Its Freedom Source Supply Chain Vertical and Reinforce Its Seamless Platform Delivery
March 05, 2026
From
Suffolk
Via
Business Wire
Suffolk Builds on Las Vegas Momentum With Project Wins, New Hughes Center Office, Expanded Leadership Team and Diversified Project Portfolio
February 11, 2026
From
Suffolk
Via
Business Wire
Suffolk Expands AI Leadership Team to Accelerate Development and Scaling of Advanced AI Solutions That Add Value on Projects
February 04, 2026
From
Suffolk
Via
Business Wire
Suffolk Names Robert ‘Trey’ Black Chief Operations Officer of Central Florida, Expanding Executive Leadership Team to Support Regional Growth
January 20, 2026
From
Suffolk
Via
Business Wire
Suffolk Hires Ken VanOverberghe as National Design Build Vice President Amid Growing Industry Demand for More Efficient Project Delivery
December 15, 2025
From
Suffolk
Via
Business Wire
Suffolk Hires Healthcare Construction Executive Roger Moore, Strengthening Its Commitment to Serving Healthcare Clients in California
December 11, 2025
From
Suffolk
Via
Business Wire
Suffolk and the Lee County Port Authority Celebrate Topping Off of Southwest Florida International Airport Terminal Expansion Phase 2
December 05, 2025
From
Suffolk
Via
Business Wire
Lyrik Back Bay Earns Multiple Industry Honors as Boston’s First Air Rights Development in 40 Years
December 03, 2025
From
Suffolk
Via
Business Wire
Suffolk Chairman and CEO John Fish Charts the Future of Construction During Keynote Address at BuiltWorlds Venture East Event
December 01, 2025
From
Suffolk
Via
Business Wire
Suffolk Hires Sean DeMartino and Promotes Ben Wilson to Drive Regional Growth Through Operational Excellence, Jobsite Efficiencies and Quality Client Service
November 18, 2025
From
Suffolk
Via
Business Wire
Suffolk Executive Sam Sleiman Takes Helm as Chair of National Academy of Construction
November 12, 2025
From
Suffolk
Via
Business Wire
Suffolk Hires Kevin Quigley as Executive Vice President of Enterprise Strategy to Position Company for Growth and Expanded Presence in Key Sectors
November 10, 2025
From
Suffolk
Via
Business Wire
Suffolk Celebrates Topping Off Avra at Metropolitan Naples, a Landmark Luxury Residential Tower
November 03, 2025
From
Suffolk
Via
Business Wire
Suffolk Hires Preston Hoopes as General Manager to Position the Company for Sustained Growth in Northern California
October 14, 2025
From
Suffolk
Via
Business Wire
Urban Green Gala Honors Suffolk Chairman and CEO John Fish for Advancing Sustainability in Built World
October 10, 2025
From
Suffolk
Via
Business Wire
Suffolk and the School District of Lee County Celebrate the Completion of Riverdale High School With Pep Rally and Ribbon Cutting
September 25, 2025
From
Suffolk
Via
Business Wire
Suffolk Breaks Ground as Design-Build Partner for Miami-Dade County’s Lightspeed Emergency Operations Center
September 15, 2025
From
Suffolk
Via
Business Wire
Suffolk and Polk County Public Schools Celebrate Rebuild of Elbert Elementary With Ribbon-Cutting Ceremony
September 12, 2025
From
Suffolk
Via
Business Wire
Suffolk Hires PJ Johnson as Executive Vice President, Division Manager, to Strengthen Operational Excellence and Drive Strategic Growth Across the Northeast Region
August 18, 2025
From
Suffolk
Via
Business Wire
Suffolk to Lead Construction of Aman-Branded Residential Tower at One Beverly Hills
July 31, 2025
From
Suffolk
Via
Business Wire
Suffolk Expands Mid-Atlantic Leadership Team With Two Strategic Hires to Support High-Growth Sectors in the Region
July 30, 2025
From
Suffolk
Via
Business Wire
Suffolk Expands Presence in Southern California With Newport Beach Office to Serve Healthcare Clients
July 24, 2025
From
Suffolk
Via
Business Wire
Suffolk Hires Healthcare Construction Veteran Cary Shippert as Vice President to Drive Statewide Strategic Growth and Operational Excellence
July 22, 2025
From
Suffolk
Via
Business Wire
Rod Nobrega Promoted to Chief Operating Officer as Suffolk Strengthens Leadership in Southwest Florida
July 16, 2025
From
Suffolk
Via
Business Wire
Suffolk Breaks Ground on Major Expansion of White Plains Hospital
July 01, 2025
From
Suffolk
Via
Business Wire
Suffolk Releases White Paper to Accelerate Climate Tech Adoption in the Built World
June 06, 2025
From
Suffolk
Via
Business Wire
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