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home
about us
Investment Approach
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Team Biographies
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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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
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Additional Information
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Back Dated Performance Reports
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Event Schedule
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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 Adds Experienced Leader William Ellis to Mission Critical Group as Vice President, Business Development to Drive Strategic Growth
January 03, 2024
From
Suffolk
Via
Business Wire
Experienced Construction Professional Patricia Solorzano Joins Suffolk Dallas as Vice President, Project Executive to Drive Operational Excellence
December 19, 2023
From
Suffolk
Via
Business Wire
To Meet the Growing Demand for Construction and Development in Texas, Suffolk Hires Emily Henry to Drive Business Development Efforts for Its Dallas/Fort Worth Operations
December 12, 2023
From
Suffolk
Via
Business Wire
Suffolk Announces Launch of Sustainability Group, Positioning the Firm as a National Leader in Green Construction
December 07, 2023
From
Suffolk
Via
Business Wire
Suffolk Announces Expanded National Collaboration With Home Base Through Charitable Commitment Dedicated to World-Class Veteran Care
November 10, 2023
From
Suffolk
Via
Business Wire
Suffolk Hires Gaming Construction Veteran Chris Creasey to Strengthen Its Positioning for Continued Growth in Strategic Sector
November 08, 2023
From
Suffolk
Via
Business Wire
Suffolk and Greater Fall River Vocational School District Celebrate Groundbreaking of Diman Regional Vocational Technical High School
November 06, 2023
From
Suffolk
Via
Business Wire
Suffolk Partners With ULI Southwest Florida to Provide First Look at Great Wolf Lodge Under Construction in Collier County
October 27, 2023
From
Suffolk
Via
Business Wire
Suffolk Wins Gold in Two Brandon Hall Group HCM Excellence Awards™ for Leadership Development Program
October 19, 2023
From
Suffolk
Via
Business Wire
Suffolk Los Angeles Adds Experienced Leader Abel Gonzalez as Executive Vice President, Operations, to Drive Strategic Growth and Operational Excellence
October 12, 2023
From
Suffolk
Via
Business Wire
Suffolk Named Among Top Green Contractors in the Nation
September 28, 2023
From
Suffolk
Via
Business Wire
Suffolk Texas Named Best Place to Work by Dallas Business Journal
September 26, 2023
From
Suffolk
Via
Business Wire
Suffolk Named to Selective Fortune “2023 Best Workplaces in Construction” List
September 19, 2023
From
Suffolk
Via
Business Wire
Suffolk Hires Brett Earnest as Executive Vice President, National Centers of Excellence, to Accelerate Company Expansion Into Strategic Construction Sectors With High Growth Potential
September 14, 2023
From
Suffolk
Via
Business Wire
Suffolk Named Finalist for 2023 Procore Groundbreaker Awards
September 06, 2023
From
Suffolk
Via
Business Wire
ADDING MULTIMEDIA Suffolk Hires Aeran Doron as Vice President of Operations to Support Expansion of Public Sector Presence in New York
August 30, 2023
From
Suffolk
Via
Business Wire
Suffolk Earns 2023 Great Place to Work Certification™
July 27, 2023
From
Suffolk
Via
Business Wire
Suffolk Celebrates Completion of Affordable Housing Project in Los Angeles at 6th and San Julian
July 10, 2023
From
Suffolk
Via
Business Wire
Suffolk-Built Boston University Center for Computing & Data Sciences Selected as Climate Change Project of the Year
June 13, 2023
From
Suffolk
Via
Business Wire
Suffolk Hires Suzanne Roeder as Chief Growth Officer to Strategicially Position Enterprise for Continued Growth
June 06, 2023
From
Suffolk
Via
Business Wire
Suffolk Breaks Ground on New Mesquite Government Center for Dallas County, Reinforcing Firm’s Diversification and Rapid Growth in the Strategic Government Construction Sector
May 22, 2023
From
Suffolk
Via
Business Wire
Suffolk Hires James "Jim" McLamb as General Manager of Northern California to Drive Expansion and Growth
April 21, 2023
From
Suffolk
Via
Business Wire
Suffolk San Diego Moves Office Downtown to Accommodate Significant Growth
March 27, 2023
From
Suffolk
Via
Business Wire
Suffolk Joins Real Estate Executive Council’s Diversity Partner Program Aimed at Driving Change in CRE Industry
February 09, 2023
From
Suffolk
Via
Business Wire
Suffolk Hires Gary Gunter as Vice President of Preconstruction to Bolster Growth and Diversification Strategy in Texas
February 07, 2023
From
Suffolk
Via
Business Wire
Suffolk Hires Brad Denney as West Region Chief Operating Officer in Northern California to Support Further Growth
February 02, 2023
From
Suffolk
Via
Business Wire
Suffolk Delivers State-of-the-Art Boston University Center for Computing & Data Sciences in Stunning and Sustainable Addition to Boston Skyline
December 08, 2022
From
Suffolk
Via
Business Wire
Suffolk-Built Tommie and Thompson Hotels Win Los Angeles Business Council’s 52nd Annual Architechtural Award of Excellence
December 08, 2022
From
Suffolk
Via
Business Wire
Suffolk Breaks Ground on Permanent Supportive Housing Development ‘Whittier Boulevard,’ Bringing Much-Needed Affordable Housing to Los Angeles
November 17, 2022
From
Suffolk
Via
Business Wire
Suffolk Selected to Renovate and Expand Home Base Clinical Headquarters Treating Military Veterans and Families
November 11, 2022
From
Suffolk
Via
Business Wire
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