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home
about us
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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)
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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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EVENTS
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TAF
Event Schedule
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Event Schedule
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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Articles published by Suffolk
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Suffolk Hires Cotton McNutt to Help Lead Mission Critical Operation to Meet Growing Demand for Data Center Construction Nationally
June 02, 2025
From
Suffolk
Via
Business Wire
Suffolk Hires Experienced Airport Construction Leader Peter Cormier as SVP Field Operations National Transportation to Accelerate National Growth in Strategic Sector
May 29, 2025
From
Suffolk
Via
Business Wire
Suffolk Hosts Climate Tech Forum to Accelerate Sustainable Construction Innovation
April 25, 2025
From
Suffolk
Via
Business Wire
Suffolk Hires Erin Lovering as Chief People Officer to Support Operational Expansion, Enhance Employee Experience and Bolster Employee Hiring Efforts
April 02, 2025
From
Suffolk
Via
Business Wire
Suffolk Expands West Region Capabilities by Opening Las Vegas Office and Hiring Chris Anderson as General Manager
April 01, 2025
From
Suffolk
Via
Business Wire
Suffolk Promotes Patrick Lucey to General Manager of Northeast Responsible for Boosting Operational Excellence, Reinforcing Culture and Capturing Marketshare in High-Growth Sectors
March 31, 2025
From
Suffolk
Via
Business Wire
Suffolk Hires Experienced Construction Leader Evan McKee as COO in Dallas to Drive Regional Growth and Diversification
March 25, 2025
From
Suffolk
Via
Business Wire
Suffolk Breaks Ground at Southwest Florida International Airport, Marking Significant Milestone in Phase II of Airport Expansion
March 13, 2025
From
Suffolk
Via
Business Wire
Suffolk Celebrates Topping off for a Game-Changing New Takeda Facility in Kendall Square Where Science, Art and Community Will Converge
January 30, 2025
From
Suffolk
Via
Business Wire
Suffolk Hires Philip Brault to Lead National Federal Center of Excellence and Mid-Atlantic Region to Capture Market Share and Expand Brand Presence in High-Growth Sectors and Markets
December 10, 2024
From
Suffolk
Via
Business Wire
Suffolk Celebrates Opening of New Mesquite Government Center, Honoring Community Support and Recognizing Small and Diverse Business Participation
November 19, 2024
From
Suffolk
Via
Business Wire
Suffolk Named a Top Ten Green Contractor in the Nation for the Second Consecutive Year
October 16, 2024
From
Suffolk
Via
Business Wire
Suffolk Hires Seasoned Construction Professional Darin Hart to Lead Advanced Technology Center of Excellence to Drive Innovation and Expand Market Share in High-Demand Sectors
September 26, 2024
From
Suffolk
Via
Business Wire
Suffolk Announces Stephen Pettis as Senior Vice President of Operations to Support Growing Mission Critical Portfolio
September 24, 2024
From
Suffolk
Via
Business Wire
Suffolk Texas Named Best Place to Work for Two Consecutive Years
August 28, 2024
From
Suffolk
Via
Business Wire
Suffolk Sustainability Leader Steven Burke Participates in Low-Carbon Concrete Innovation Summit at the White House
August 06, 2024
From
Suffolk
Via
Business Wire
Suffolk Hires Leif Johnson to West Coast Aviation Team, Furthering Firm’s Commitment to Driving Innovation and Expansion in High-Growth Sector
August 01, 2024
From
Suffolk
Via
Business Wire
Suffolk Expands Florida Gulf Coast Footprint to Accommodate Significant Growth, Names Brian Stathers Project Executive for Sarasota
July 23, 2024
From
Suffolk
Via
Business Wire
AutoDesk Honors Suffolk Chief Technology Officer Jit Kee Chin for Contributions to Construction Innovation
July 16, 2024
From
Suffolk
Via
Business Wire
Suffolk Positioned for Continued Growth and Sector Diversification in South Florida With the Addition of Experienced Leaders Thomas Thrasher as General Manager and Nikki Rao as Director of Business Development
June 12, 2024
From
Suffolk
Via
Business Wire
Suffolk Expands National Footprint With New Office in Herndon, Virginia, to Meet Growing Demand for Expertise in Mission Critical
June 11, 2024
From
Suffolk
Via
Business Wire
Suffolk Promotes Industry Veteran Jim Stanley to Executive Vice President, Los Angeles Division Manager
May 20, 2024
From
Suffolk
Via
Business Wire
Suffolk Partners With KETTLER on Transformational Gasworx Development in Tampa’s Ybor City
May 15, 2024
From
Suffolk
Via
Business Wire
Suffolk Hires Peter Gasparini as EVP of National Operations and Chris Mills as EVP of Business Development to Drive Operational Excellence and Accelerate Company Expansion
April 18, 2024
From
Suffolk
Via
Business Wire
Suffolk Hosts National Sustainability Roundtable to Share Lessons Learned From “Climate Change Project of the Year”
April 12, 2024
From
Suffolk
Via
Business Wire
Suffolk Kicks off 2024 “Build With Us @ Suffolk” Program in Boston for Trade Partners, Opening Doors for Minority-, Women- and Veteran-owned Business Enterprises in Construction
March 28, 2024
From
Suffolk
Via
Business Wire
Aleksey Chuprov Joins Suffolk as Vice President of Data Analytics to Drive Industry-Leading Innovation Across National Organization
February 08, 2024
From
Suffolk
Via
Business Wire
Industry Veteran Justin Lyons Joins Newly Opened Suffolk Portland, Maine, Office to Drive Operational Excellence in Northern New England
January 30, 2024
From
Suffolk
Via
Business Wire
Suffolk Announces Expanded and Enriched “Build With Us @ Suffolk” Program for Trade Partners, Opening Doors for Minority-, Women- and Veteran-Owned Business Enterprises in Construction
January 24, 2024
From
Suffolk
Via
Business Wire
Suffolk Expands Northern New England Presence With New Office in Portland, Maine, to Support Increasing Operations Across the Region
January 16, 2024
From
Suffolk
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