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home
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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
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contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Fund (TAF)
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Back Dated Performance Reports
Quarterly Performance Reports
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TAV Program
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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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Event Schedule
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Investing During Uncertain Times
Read FULL Seminar Here
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TD SYNNEX Releases Global Technology Ecosystem Benchmark Report Highlighting Industry Trends and Opportunities
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TD SYNNEX Reports Fiscal 2022 Full Year and Fourth Quarter Results; Announces Dividend Increase and New $1B Share Repurchase Authorization
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November 14, 2022
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Hyve Solutions Offering Systems Powered by 4th Gen AMD EPYC™ Processors
November 10, 2022
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TD SYNNEX Launches Data-IoTSolv with Focus on New Data and IoT Solutions
October 25, 2022
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Tech Data Becomes TD SYNNEX in Europe and LAC
October 17, 2022
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Tech Data Global Lifecycle Management Rebrands to Become “Shyft Global Services”
October 12, 2022
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TD SYNNEX and the University of South Florida Create Sustainability Partnership
October 11, 2022
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Hyve Solutions promotes Gina Rugani to Chief Operating Officer
October 10, 2022
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TD SYNNEX Reports Fiscal 2022 Third Quarter Results
September 27, 2022
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TD SYNNEX Launches Smart Office Solution with IAconnects
September 14, 2022
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TD SYNNEX to Announce Third Quarter Fiscal 2022 Results on September 27, 2022
September 06, 2022
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TD SYNNEX Celebrates First Anniversary by Planting 22,000+ Trees
September 01, 2022
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TD SYNNEX Earns 2022 Great Place to Work Certification™
August 18, 2022
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TD SYNNEX to Participate in the KeyBanc Technology Leadership Forum
August 02, 2022
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TD SYNNEX Launches Channel Leading Independent Software Vendor Experience
July 28, 2022
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TD SYNNEX to Distribute AWS Storage Gateway Hardware Appliance
July 19, 2022
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TD SYNNEX Announces Results of Senior Notes Exchange
July 15, 2022
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TD SYNNEX Recognized as Winner of 2022 Microsoft Worldwide Partner of the Year
June 28, 2022
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TD SYNNEX Recognized as Hewlett Packard Global Distributor of the Year
June 28, 2022
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TD SYNNEX Reports Fiscal 2022 Second Quarter Results
June 28, 2022
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TD SYNNEX Announces Senior Notes Exchange
June 14, 2022
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TD SYNNEX to Announce Second Quarter Fiscal 2022 Results on June 28, 2022
June 07, 2022
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May 19, 2022
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TD SYNNEX Secures Exclusive Symantec Cybersecurity Aggregator Agreement With Broadcom in North America
May 06, 2022
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