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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
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
Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
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Event Schedule
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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The Standard Wins National Association of Plan Advisors Inaugural Advisors’ Choice Awards
August 03, 2022
From
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The Standard Names Jason Burlie Vice President, Head of Sales for Retirement Plans
July 22, 2022
From
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Via
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The Standard Recognized as a Best Place to Work for Disability Inclusion
July 20, 2022
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Business Wire
The Standard Hires Mike Shamon as Stable Value Sales Director
June 21, 2022
From
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The Standard Names Jodi Hoover Second Vice President of Policyholder Services
May 31, 2022
From
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Via
Business Wire
The Standard Hires Kevin McAtamney as Stable Value Sales Director
May 12, 2022
From
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Via
Business Wire
The Standard Hires Erik Hermann as Retirement Plan Consultant
May 11, 2022
From
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The Standard Names Amy Malagamba Assistant Vice President of Marketing
April 29, 2022
From
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Via
Business Wire
The Standard’s Latest Annuity, Enhanced Choice Index, Provides Performance Potential and Protection
April 06, 2022
From
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Via
Business Wire
The Standard Promotes Micah Rubenstein to Assistant Vice President of Long Term Disability Claims and Disability Management Resources
April 01, 2022
From
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Via
Business Wire
The Standard Promotes Jesse Levin to Second Vice President of Loan Origination
March 28, 2022
From
The Standard
Via
Business Wire
The Standard Hires Andrew Carrillo as Retirement Plan Consultant
March 22, 2022
From
The Standard
Via
Business Wire
The Standard Earns Top Marks in Human Rights Campaign Foundation’s 2022 Corporate Equality Index
January 27, 2022
From
The Standard
Via
Business Wire
The Standard Partners with Corestream to Streamline Voluntary Benefits
January 25, 2022
From
The Standard
Via
Business Wire
The Standard’s Employee Giving Campaign Raises $5.6 Million for Nonprofits and Schools
January 14, 2022
From
The Standard
Via
Business Wire
The Standard Announces Leadership Team and Organizational Changes
December 10, 2021
From
The Standard
Via
Business Wire
The Standard Names Margaret Brandl Assistant Vice President and Actuary, Actuarial Governance and Risk Management
November 12, 2021
From
The Standard
Via
Business Wire
The Standard Promotes Kevin Erdahl to Assistant Vice President, Employee Benefits Underwriting
November 12, 2021
From
The Standard
Via
Business Wire
The Standard Hires Jack Woolnough as Retirement Plans Regional Sales Director
October 28, 2021
From
The Standard
Via
Business Wire
Presenters from The Standard Share Recordkeeping Insights at the 2021 ASPPA Annual & TPA Growth Summit in D.C.
October 15, 2021
From
The Standard
Via
Business Wire
The Standard Introduces Accelerate for Small Retirement Plans
September 28, 2021
From
The Standard
Via
Business Wire
The Standard’s 2021 Volunteer Expo Will Connect More Than 120 Nonprofits With Volunteers
September 07, 2021
From
The Standard
Via
Business Wire
The Standard Hires Niel Cabrera as Retirement Plan Consultant
August 11, 2021
From
The Standard
Via
Business Wire
Experts from The Standard Discuss the Effect of COVID “Long-Haulers” on the Workplace
August 02, 2021
From
The Standard
Via
Business Wire
The Standard Hires Alan Assner as Assistant Vice President of Individual Annuities
July 15, 2021
From
The Standard
Via
Business Wire
The Standard Hires Scott Kaplan as Assistant Vice President of Institutional Products
July 15, 2021
From
The Standard
Via
Business Wire
The Standard Promotes Todd Beck to Second Vice President of Individual Disability Insurance Shared Services
July 15, 2021
From
The Standard
Via
Business Wire
The Standard Promotes Jill Schlofer to Second Vice President of Implementation and Enrollment
July 15, 2021
From
The Standard
Via
Business Wire
The Standard Promotes Jeremy Horner to Vice President of Individual Disability Insurance and the Business Transformation Office
July 14, 2021
From
The Standard
Via
Business Wire
The Standard Hires Paul Garofoli as Regional Sales Director, Individual Annuities
June 11, 2021
From
The Standard
Via
Business Wire
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