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home
about us
Investment Approach
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Market Analysis Summary
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Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
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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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
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
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EVENTS
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Event Schedule
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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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SusGlobal(R) Completes Verified Emission Reductions and Removals (VERRs) Report and Submits to GHG CleanProjects(R) Registry
July 11, 2022
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SUSGLOBAL(R) Receives Building Permit No. 21 165172 00 I3 from Planning and Economic Development Department Building Division City of Hamilton for Second Facility to Convert Organic Waste to Fertilizer
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SUSGLOBAL(R) 52,000 Square Foot Second Facility with 65,000 Metric Tonne Annual Capacity to Convert Organic Waste to Fertilizer on Track for Q3 2022
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SUSGLOBAL Signs Agreement to Acquire a Leading Soil Media Producer
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SUSGLOBAL(R) Appoints Dominique Kelly as Environmental Compliance Officer
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SusGlobal Receives License Under the Aggregate Resources Act for a 2.66 Hectare Site Authorizing Removal of 20,000 Tonnes of Aggregate Annually
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SusGlobal Energy Corp. Reports Third Quarter 2021 Financial Results
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SusGlobal Signs Offset Development and Marketing Agreement with Bluesource to Monetize Carbon Credits
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SusGlobal's SusGro(TM) Organic Liquid Fertilizer Receives Lucintel's "2021 Product Innovation Award" in $200 Billion Industry
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From
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SusGlobal Retains Award Winning Architectural Firm ZAS to Design & Develop its Hamilton Organic Waste to Fertilizer Facility
August 19, 2021
From
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SusGlobal Completes Purchase of 40,000 Square Foot Facility with 65,000 Metric Tonne Annual Capacity in Hamilton
August 18, 2021
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SusGlobal Energy Corp. Reports Second Quarter 2021 Financial Results
August 17, 2021
From
SusGlobal Energy Corp.
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SusGlobal To Present at the Lytham Partners Summer 2021 Investor Conference
June 09, 2021
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SusGlobal Appoints Site Selection Expert Susan Harte to its Board of Directors
June 08, 2021
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SusGlobal Signs Agreement to Purchase 40,000 Square Foot Facility with 65,000 Metric Tonne Annual Capacity and Existing Environmental Compliance Approvals in Hamilton, Ontario
June 02, 2021
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SusGlobal Identified as "Leading Player" in The Global Organic Fertilizer Market 2021-2026 Research Report
June 01, 2021
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SusGlobal Energy Corp. Reports First Quarter 2021 Financial Results
May 25, 2021
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SusGlobal receives Scorecard from Circulytics(R)
April 28, 2021
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SusGlobal Appoints Gary Herman to its Board of Directors
April 22, 2021
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SusGlobal Energy Corp. Reports Fourth Quarter and Full Year 2020 Financial Results
April 16, 2021
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