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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
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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
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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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MARKET RESEARCH
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Articles published by Toshiba
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Calling Future Innovators: Toshiba, NSTA Now Accepting Entries for 32nd Annual ExploraVision Competition
September 05, 2023
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Toshiba Launches Powerful and Compact TCx® 900 Point-of-Sale System
August 16, 2023
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July 12, 2023
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Toshiba ELERA™ Commerce Platform Wins 2023 ‘Disruptors in Retail’ Globee® Award
June 29, 2023
From
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Toshiba Global Commerce Solutions Highlights Innovative Technology at RSPA RetailNOW 2023 to Empower Retailers to Thrive in Evolving Industry
June 27, 2023
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EtaPRO® Ushers in a New Phase of Digital Transformation for Alba
June 20, 2023
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Students Gather as Winners of World’s Largest K-12 Science Competition
June 06, 2023
From
Toshiba
Via
Business Wire
Toshiba Named a Major Player in the IDC MarketScape “Worldwide Retail Commerce Platform Software Providers 2023 Vendor Assessment”
May 16, 2023
From
Toshiba
Via
Business Wire
Toshiba's Global Print Wins Stevie® Award
May 10, 2023
From
Toshiba
Via
Business Wire
Toshiba's Global Print Earns Keypoint Intelligence's Gold Rating
May 08, 2023
From
Toshiba
Via
Business Wire
Eight Student Teams Named National Winners of 31st Annual ExploraVision Challenge
May 02, 2023
From
Toshiba
Via
Business Wire
Toshiba Wins Above and Beyond Award
April 27, 2023
From
Toshiba
Via
Business Wire
Toshiba Global Commerce Solutions Unveils “Mission Control” to Deliver Wall-to-Wall Support Services to Retailers
April 19, 2023
From
Toshiba
Via
Business Wire
Toshiba Honors Earth Day with Year-Round Reforesting & Recycling
April 19, 2023
From
Toshiba
Via
Business Wire
Toshiba Global Commerce Solutions Joins Forces with BlueStar to Deliver Leading Retail Technology to the Industry
April 11, 2023
From
Toshiba
Via
Business Wire
Toshiba Promotes Steven Sauer to Chief Revenue Officer
April 10, 2023
From
Toshiba
Via
Business Wire
UMass Selects Toshiba as Managed Print Technology Provider
March 27, 2023
From
Toshiba
Via
Business Wire
Toshiba Global Commerce Solutions' ISV Program Grows by 80% as it Turns One
March 21, 2023
From
Toshiba
Via
Business Wire
Regional Winners of 31st Annual ExploraVision Competition Announced by Toshiba, National Science Teaching Association
March 21, 2023
From
Toshiba
Via
Business Wire
Toshiba Collaborates with Panther & Premier on First-of-its-Kind Industrial Printer
March 20, 2023
From
Toshiba
Via
Business Wire
Toshiba Launches First-of-its-Kind Industrial Printer
March 15, 2023
From
Toshiba
Via
Business Wire
Toshiba Global Commerce Solutions Attends National Grocers Association Show Presenting how it is ‘YOUnifying Experiences’ by Enabling Personalized Consumer Interactions
February 21, 2023
From
Toshiba
Via
Business Wire
Mayor Sylvester Turner and Houston Leaders Tour Toshiba’s Advanced Manufacturing Campus to Boost Energy Transition Initiative
January 30, 2023
From
Toshiba
Via
Business Wire
Toshiba Named Technology Provider of Choice for Detroit Tigers and Detroit Red Wings
January 17, 2023
From
Toshiba
Via
Business Wire
PopID and Toshiba Global Commerce Solutions Partner to Deliver Biometric Enabled Point-of-Sale and Self-Checkout Systems
January 13, 2023
From
Toshiba
Via
Business Wire
NRF 2023: Guests Will Be Immersed in How Toshiba Global Commerce Solutions is ‘YOUnifying Experiences’ at Retail’s Big Show in Booth #3323
January 05, 2023
From
Toshiba
Via
Business Wire
Weis Markets Adopts Cloud Enabled Solution by Toshiba Global Commerce Solutions
December 19, 2022
From
Toshiba
Via
Business Wire
The State University of New York Selects Toshiba as Official Print Design & Hardware, Service and Supplies Provider
December 07, 2022
From
Toshiba
Via
Business Wire
Toshiba Donates $42,000 to South Dakota Nonprofit
December 06, 2022
From
Toshiba
Via
Business Wire
Keypoint Intelligence Again Crowns Toshiba Logistics Leader
December 05, 2022
From
Toshiba
Via
Business Wire
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