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home
about us
Investment Approach
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
Quarterly Performance Reports
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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Tigo Energy Secures Overwhelming Legal Victory Protecting Innovation in U.S. Solar Industry
February 01, 2023
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Tigo Energy Brings Full-Spectrum of Installer Solutions for Solar Systems of All Sizes to 2022 RE+ Conference
September 14, 2022
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Tigo Energy Welcomes Derek Noble as North American Senior Vice President of Sales and Business Development
September 01, 2022
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Tigo Energy Highlights Rapid Shutdown Policy and Market Dynamics at 2022 Energy Expo
August 18, 2022
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Tigo Energy Powers High-Performance Solar Modules with 25-Amp Dedicated Rapid Shutdown Products
August 16, 2022
From
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Tigo Energy Introduces Solar Rapid Shutdown with Pure Signal Technology
July 19, 2022
From
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Tigo Energy Files Intellectual Property Infringement Lawsuit Against SMA
July 11, 2022
From
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Via
Business Wire
Tigo Energy Welcomes Bill Roeschlein as Chief Financial Officer
July 07, 2022
From
Tigo
Via
Business Wire
Tigo Energy Passes Gigawatt Milestone for Dedicated Rapid Shutdown Devices
June 09, 2022
From
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Via
Business Wire
Tigo Energy Expands Financing Options for Residential Installers With GoodLeap
May 12, 2022
From
Tigo
Via
Business Wire
Tigo Energy to Unveil Record-Setting Inverter Compatibility Database at Intersolar Europe
May 05, 2022
From
Tigo
Via
Business Wire
Tigo Energy Expands Rapid Shutdown Leadership Through Licensing and Sales Agreement
April 12, 2022
From
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Via
Business Wire
Tigo Energy Delivers 30% More Energy for Dutch Residential Photovoltaic Solar System
April 06, 2022
From
Tigo
Via
Business Wire
Tigo Energy Provides Solar-Plus-Storage Solution Training at NABCEP 2022 Conference
March 17, 2022
From
Tigo
Via
Business Wire
Tigo Energy Recognizes Sungrow for 50MW of Solar Deployed Through Tigo Enhanced Partnership Program
December 16, 2021
From
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Via
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Tigo Energy Powers Solar Monitoring and Energy Showcases for SCE Energy Solutions in Australia
November 17, 2021
From
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Via
Business Wire
Tigo Energy to Showcase Solutions for Roof Space Usage, Monitoring, and Safety at Key Energy
October 21, 2021
From
Tigo
Via
Business Wire
Tigo Energy to Present Solutions for Greater Solar Generation, Monitoring, and Safety at Intersolar South America
October 12, 2021
From
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Via
Business Wire
Tigo Energy to Reveal New Solutions for Solar Fleet Management and Fire Safety at Intersolar Europe
September 28, 2021
From
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Via
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Tigo Energy Launches Residential Inverter and Battery Storage Solution Under the Energy Intelligence Brand
September 23, 2021
From
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Via
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Tigo Energy Partners with Advanced Solar to Grow the Solar Market in Texas
September 15, 2021
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Via
Business Wire
Tigo Energy Reduces the Need for Costly Solar Installer Truck Rolls With 700W Flex MLPE Solution
August 24, 2021
From
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Tigo Energy to Highlight Optimization, Monitoring, and Rapid Shutdown at NABCEP Continuing Education Conference
August 09, 2021
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August 04, 2021
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July 20, 2021
From
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Tigo Welcomes Joan C. Conley to Board of Directors
July 13, 2021
From
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Tigo Energy Fire Safety Endorsed by First Responders in Brazil
July 07, 2021
From
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