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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
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
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
TAM
Event Schedule
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
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
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Articles published by TOPDON USA
TOPDON USA Announces TOPFIX AI as Initial Phase of More Advanced AI Solutions in Development
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June 24, 2025
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June 03, 2025
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TOPDON US Announces Distribution Expansion into Canada Through Strategic Alliances with ISN Canada, Importel Ltd.
May 28, 2025
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May 20, 2025
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TOPDON US Now Offering TP58, an All-in-One Advanced Tire Monitoring System
May 06, 2025
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ArtiDiag EU by TOPDON US Offers Robust Diagnostic Scans for 15 European Makes Including BMW, Mercedes-Benz, Audi, Volkswagen Bentley and Rolls Royce
February 25, 2025
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TOPDON US Selects Universal Technical Institute as its First-ever Partner for Postsecondary Transportation Education
February 18, 2025
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TOPDON US Reports Significant Growth, Increased Product Offerings, New Market Expansion and Charitable Donations Across US Market
February 04, 2025
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TOPDON US and Vehicles for Change Team Up to Provide Automotive Training and Independent Transportation for Those in Need
January 29, 2025
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TOPDON US to Showcase Cutting-Edge New Motorcycle Diagnostic Tools, Including TopScan Moto, During the 2025 AIMEXPO Powersports Tradeshow
January 21, 2025
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TOPDON US Releases Professional-Grade Thermal Monocular Camera with Higher Resolution, Increased Laser Range and Silent Operation
January 07, 2025
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TOPDON US to Donate Five Percent of all Online U.S. Product Sales Through December 3 to Support Automotive Trade Programs
November 26, 2024
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TOPDON US Announces Agreement to Support Carroll Shelby Automotive Program at Northeast Texas Community College
November 06, 2024
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October 08, 2024
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Commercial-Grade V4500Plus Jump Starter from TOPDON USA Offers Ultimate Power Solution for Semi Trucks, Towing and Roadside Service
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August 14, 2024
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TOPDON USA’s New TC001 Plus Dual-Lens Thermal Imager Offers Cutting-Edge Image Fusion Technology at Competitive Cost
August 07, 2024
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TOPDON USA Expands Into Motorcycle Market with Release of TopScan Moto, an Innovative Hardware and Software Diagnostic Tool
July 26, 2024
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TOPDON USA Announces Powerful Auto and Heavy-Duty Battery Charging and Jump Starting Solutions, Tornado120000, V4500Plus and V2200Air, During ISN Tool Dealer Expo 2024
July 12, 2024
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TOPDON USA’s New Phoenix Lite 3 Diagnostic Scanner Adds Topology, CAN-FD Protocol and Optional ADAS Calibration Software Functionality
May 09, 2024
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April 09, 2024
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TOPDON USA Makes $25,000 Donation to TechForce Foundation in Support of Education and Career Opportunities for Auto Techs
March 19, 2024
From
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GlobeNewswire
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