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home
about us
Investment Approach
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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
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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)
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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Articles published by TD SYNNEX
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TD SYNNEX announces agreement to acquire IPsense Cloud Migration business in Brazil to create a new Cloud competence center for its resellers
September 12, 2024
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TD SYNNEX to Announce Third Quarter Fiscal 2024 Results on September 26, 2024
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TD SYNNEX Demonstrates Progress on Corporate Citizenship Goals in its Latest Report
September 05, 2024
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TD SYNNEX to Appoint Reyna Thompson President, North America
September 03, 2024
From
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TD SYNNEX Earns 2024 Great Place to Work Certification™
August 14, 2024
From
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TD SYNNEX Leaders Recognized as 2024 CRN® Inclusive Channel Leaders
July 09, 2024
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TD SYNNEX Recognized by Dell Technologies as 2024 Distributor of the Year in Multiple Regions
July 02, 2024
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TD SYNNEX Reports Fiscal 2024 Second Quarter Results
June 25, 2024
From
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Via
Business Wire
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TD SYNNEX Announces Patrick Zammit to Become CEO
June 20, 2024
From
TD SYNNEX
Via
Business Wire
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SNX
TD SYNNEX to Announce Second Quarter Fiscal 2024 Results on June 25, 2024
June 04, 2024
From
TD SYNNEX
Via
Business Wire
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SNX
Hyve Solutions Integrates Latest Intel® Xeon® 6 Processor for Superior AI and Cloud Performance
June 03, 2024
From
TD SYNNEX
Via
Business Wire
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SNX
TD SYNNEX Appoints Alim Dhanji as Chief Human Resources Officer
May 29, 2024
From
TD SYNNEX
Via
Business Wire
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SNX
TD SYNNEX Net Zero Targets Approved by SBTi
May 22, 2024
From
TD SYNNEX
Via
Business Wire
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SNX
TD SYNNEX Introduces MSP Evolve to Empower MSP Growth Strategies
May 21, 2024
From
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Business Wire
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SNX
TD SYNNEX Launches High-Growth Technology Center of Excellence to Enable Partner Evolution
May 16, 2024
From
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Business Wire
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SNX
TD SYNNEX Launches IBM® watsonx™ Gold 100 Program to Accelerate AI Opportunities for Partners
May 13, 2024
From
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Via
Business Wire
Tickers
SNX
Hyve Solutions Named Design Partner for NVIDIA HGX Product Line
May 01, 2024
From
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Via
Business Wire
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SNX
TD SYNNEX CommunitySolv Kicks off Spring 2024 Events
April 09, 2024
From
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Via
Business Wire
Tickers
SNX
TD SYNNEX Announces Pricing of Secondary Public Offering of Common Stock and Concurrent Share Repurchase
April 04, 2024
From
TD SYNNEX
Via
Business Wire
Tickers
SNX
TD SYNNEX Announces Launch of Secondary Public Offering of Common Stock and Concurrent Share Repurchase
April 04, 2024
From
TD SYNNEX
Via
Business Wire
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SNX
TD SYNNEX Announces Pricing of Upsized Secondary Public Offering of Common Stock and Concurrent Share Repurchase
March 27, 2024
From
TD SYNNEX
Via
Business Wire
Tickers
SNX
TD SYNNEX Announces Launch of Secondary Public Offering of Common Stock and Concurrent Share Repurchase
March 27, 2024
From
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Via
Business Wire
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SNX
TD SYNNEX Reports Fiscal 2024 First Quarter Results; Announces New $2B Share Repurchase Authorization
March 26, 2024
From
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Business Wire
Tickers
SNX
TD SYNNEX Recognized by NVIDIA Partner Network as Distribution Partner of the Year in the Americas
March 19, 2024
From
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Business Wire
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Hyve Solutions Showcases Next-Generation AI Lifecycle Solutions at NVIDIA GTC AI Conference
March 18, 2024
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TD SYNNEX Cloud Labs Accelerates Vendor Go-To-Market Efforts
March 07, 2024
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TD SYNNEX to Announce First Quarter Fiscal 2024 Results on March 26, 2024
March 05, 2024
From
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Business Wire
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TD SYNNEX Increases AI Offerings Through Expanded NVIDIA Collaboration
February 29, 2024
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TD SYNNEX Named a 2024 FORTUNE World’s Most Admired Company
February 07, 2024
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Business Wire
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TD SYNNEX appoints Miriam Murphy as leader of its business in Europe
February 06, 2024
From
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Tickers
SNX
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