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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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Contrarian Notes Blog
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Articles published by TP-Link Systems Inc.
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July 08, 2025
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June 24, 2025
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May 27, 2025
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TP-Link Systems Inc.
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TP-Link Brings Wi-Fi 7 to Everyone, Everywhere with New Routers and Mesh Systems for All Homes and Outdoor Spaces
May 20, 2025
From
TP-Link Systems Inc.
Via
Business Wire
TP-Link Systems Inc. Receives CVE Numbering Authority Designation for Cybersecurity Vulnerability Management
April 14, 2025
From
TP-Link Systems Inc.
Via
Business Wire
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April 07, 2025
From
TP-Link Systems Inc.
Via
Business Wire
Omada and VIGI Debut Groundbreaking Unified Networking and Surveillance Solutions at ISC West 2025
April 02, 2025
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TP-Link Systems Inc.
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TP-Link Brings Secure, Fast, and Portable Wi-Fi Anywhere with its New Compact Wi-Fi 6 Travel Router
March 12, 2025
From
TP-Link Systems Inc.
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TP-Link Systems Partners with Prestigious Hoag Classic PGA TOUR Champions Tournament, Strengthening Community Ties in Southern California
March 10, 2025
From
TP-Link Systems Inc.
Via
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TP-Link Systems Inc. Appoints Adam Robertson as New Director of Information & Security
February 20, 2025
From
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Business Wire
TP-Link Systems Strengthens Product Security Leadership with New Appointment and Proactive Initiatives
February 12, 2025
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TP-Link’s Connect & Care Program Partners with Habitat for Humanity to Support Underserved Families
February 10, 2025
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TP-Link Redefines Smart Living at CES 2025 With an Expanded Ecosystem of Cutting-Edge Smart Home Solutions
January 06, 2025
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TP-Link Democratizes Wi-Fi 7 with New Routers and Mesh Systems for Every Scenario
January 06, 2025
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TP-Link Launches Holiday Toy Drive to Support Tustin High School’s Students with Special Needs
December 18, 2024
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December 10, 2024
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TP-Link Unveils Market-Disrupting Wi-Fi 7 Mesh Systems and Routers, Bringing Next-Generation Technology to Every Home
November 19, 2024
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Tapo Unveils New RV30 Max and RV20 Max Series: Powerful Robot Vacuums for Ultimate Home Cleaning
November 14, 2024
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TP-Link Systems Inc. Establishes Global Headquarters in the United States to Drive Innovation and Strengthen Global Competitiveness
October 09, 2024
From
TP-Link Systems Inc.
Via
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TP-Link Introduces Omada Cloud Essentials: A Free and Easy Cloud-Based Management Option for Surveillance Networks and Small Businesses
September 09, 2024
From
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