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home
about us
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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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Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
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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
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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Event Schedule
Total Asset Fund (TAF sm) Presentation
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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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TD SYNNEX to Announce Third Quarter Fiscal 2023 Results on September 26, 2023
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August 21, 2023
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TD SYNNEX Earns 2023 Great Place to Work Certification™
August 17, 2023
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TD SYNNEX Launches Destination AI Program to Support Partner Enablement
August 15, 2023
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TD SYNNEX Appoints Ann Vezina as Chair of the Board of Directors Effective September 1, 2023
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TD SYNNEX Recognized as Distributor of the Year in Multiple Regions as Part of FY23 Worldwide Microsoft Surface Partner Awards
July 27, 2023
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TD SYNNEX to Participate in the KeyBanc Technology Leadership Forum
July 26, 2023
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TD SYNNEX Achieves Silver EcoVadis Medal
July 10, 2023
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TD SYNNEX Recognized as Winner of 2023 Microsoft Operational Excellence Partner of the Year
June 28, 2023
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TD SYNNEX Reports Fiscal 2023 Second Quarter Results
June 27, 2023
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TD SYNNEX Recognized as No. 64 on 2023 FORTUNE 500 List
June 21, 2023
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TD SYNNEX Recognized as North America Distributor of the Year by Hewlett Packard Enterprise
June 20, 2023
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TD SYNNEX to Announce Second Quarter Fiscal 2023 Results on June 27, 2023
June 13, 2023
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TD SYNNEX Named 2022 North American Distributor of the Year by Veeam
May 23, 2023
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19 TD SYNNEX Leaders Recognized as Top Women of the Channel In 2023
May 08, 2023
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TD SYNNEX Named Global Distributor for Aruba EdgeConnect
April 06, 2023
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TD SYNNEX U.S. and Canada Named “HP Inc. Partners of the Year”
April 04, 2023
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TD SYNNEX Reports Fiscal 2023 First Quarter Results
March 28, 2023
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TD SYNNEX Launches Directory that Strengthens Business Collaboration and Growth among Partners
March 21, 2023
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TD SYNNEX Achieves AWS Premier Tier Services Partner Status in the AWS Partner Network
March 09, 2023
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TD SYNNEX to Announce First Quarter Fiscal 2023 Results on March 28, 2023
March 07, 2023
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TD SYNNEX Launches Practice Builder Solution to Accelerate Microsoft Cloud Partner Program Advancement
February 23, 2023
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TD SYNNEX Unveils First Corporate Citizenship Report
February 13, 2023
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February 03, 2023
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TD SYNNEX Announces Closing of Secondary Public Offering of Common Stock and Concurrent Share Repurchase
January 30, 2023
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TD SYNNEX Announces Pricing of Secondary Public Offering of Common Stock and Concurrent Share Repurchase
January 25, 2023
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January 25, 2023
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TD SYNNEX Unveils New Fraud Defense Solution to Combat Widespread Security Risks
January 17, 2023
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