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home
about us
Investment Approach
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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
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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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Articles published by Toshiba
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Toshiba Social Media Leader Robert Catalano Wins Gold
June 03, 2024
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Toshiba Celebrates Earth Day Year-Round
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March 26, 2024
From
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Tickers
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Toshiba Demonstrates Fast & Compact Printers at MODEX 2024
March 11, 2024
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February 22, 2024
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Fast & Compact Toshiba Printers Tackle Industrial-Level Labeling
February 21, 2024
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RippleMatch Recognizes Toshiba Global Commerce Solutions for having one of the Top Internship Programs in the Country
February 20, 2024
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Chedraui Transforms Shopper Experiences with Adoption of Self-Checkout by Toshiba Global Commerce Solutions
February 15, 2024
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Toshiba Cloud Application Simplifies Print Management
January 29, 2024
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January 09, 2024
From
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Business Wire
Toshiba Global Commerce Solutions Earns Top Ranking in the RIS Software LeaderBoard 2024
December 21, 2023
From
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Via
Business Wire
Orange County Business Journal Honors Toshiba as a Company That Cares
December 18, 2023
From
Toshiba
Via
Business Wire
Toshiba America Business Solutions Helps Raise $76,000 for Veteran and Youth Causes
December 14, 2023
From
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Via
Business Wire
Toshiba Global Commerce Solutions Appoints Todd Regelsberger as Chief Financial Officer
November 14, 2023
From
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Via
Business Wire
Retail Stores Must Address Significant Data and Technology Disconnects to Improve In-Store Customer Experience
November 08, 2023
From
Toshiba
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Business Wire
Texas Tech University Honors Toshiba Leader Larry White
October 30, 2023
From
Toshiba
Via
Business Wire
Toshiba CEO Larry White Signs Military Spouse Employment Partnership
October 19, 2023
From
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Business Wire
Toshiba's Kim Jones Secures Stevie Award for Woman Executive of the Year
September 27, 2023
From
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Business Wire
Toshiba Expands Printer Availability Via Distribution Partnership
September 25, 2023
From
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Business Wire
Toshiba Elevates Print & Digital Communications Via Cloud
September 19, 2023
From
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Business Wire
Toshiba's Tracy Zhou Wins Prestigious 2023 Women in Supply Chain Award
September 18, 2023
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September 14, 2023
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Toshiba Launches New ELERA™ Security Suite to Address the Industry’s Challenges Around Shrink
September 12, 2023
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