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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
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Event Schedule
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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
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Articles published by Tyler Technologies, Inc.
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Tyler Technologies Acquires Arx
September 09, 2021
From
Tyler Technologies, Inc.
Via
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TYL
Tyler Technologies to Participate in September Investor Conferences
September 02, 2021
From
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Tyler Technologies Completes Acquisition of VendEngine
September 01, 2021
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Via
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Tyler Technologies Extends 22-Year Contract for Digital Government and Payment Solutions in the State of Idaho
August 19, 2021
From
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Via
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Tyler Technologies Expands Partnership with the Administrative Office of the Illinois Courts Through 2026
August 17, 2021
From
Tyler Technologies, Inc.
Via
Business Wire
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TYL
New Hanover County Schools First District in North Carolina to Go Live on Tyler Technologies ERP Solution
August 12, 2021
From
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Via
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Idaho Offers Alternate Path for Evictions with Tyler Technologies’ Modria Solution
July 30, 2021
From
Tyler Technologies, Inc.
Via
Business Wire
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TYL
Tyler Technologies Reports Earnings for Second Quarter 2021
July 28, 2021
From
Tyler Technologies, Inc.
Via
Business Wire
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CORRECTING and REPLACING Tyler Technologies Opens New Office Location in Lawrenceville, Georgia, to Accommodate Growth
July 22, 2021
From
Tyler Technologies, Inc.
Via
Business Wire
Tickers
TYL
Tyler Technologies Subsidiary, NIC, Named a Top Workplace in Mississippi
July 22, 2021
From
Tyler Technologies, Inc.
Via
Business Wire
Tickers
TYL
Tyler Technologies Schedules Second Quarter 2021 Earnings Conference Call and Webcast
July 21, 2021
From
Tyler Technologies, Inc.
Via
Business Wire
Tickers
TYL
Tyler Technologies Opens New Office Location in Lawrenceville, Georgia, to Accommodate Growth
July 20, 2021
From
Tyler Technologies, Inc.
Via
Business Wire
Tickers
TYL
Tyler Technologies Enters into Agreement with the National Renewable Energy Laboratory to Help Expand Access to Residential Solar Energy
July 16, 2021
From
Tyler Technologies, Inc.
Via
Business Wire
Tickers
TYL
Tyler Technologies Extends Contract for Digital Government and Payment Solutions in the State of Oregon
July 15, 2021
From
Tyler Technologies, Inc.
Via
Business Wire
Tickers
TYL
Tyler Technologies Launches New Partnership with Missouri River Energy Services
July 06, 2021
From
Tyler Technologies, Inc.
Via
Business Wire
Tickers
TYL
Tyler Technologies Signs Agreement with Florida Certification Board to Improve Online Services
July 01, 2021
From
Tyler Technologies, Inc.
Via
Business Wire
Tickers
TYL
Tyler Technologies Announces 2021 Maine App Challenge Winners
June 29, 2021
From
Tyler Technologies, Inc.
Via
Business Wire
Tickers
TYL
City of Destin, Florida, Goes Live on Tyler's Civic Services Solution
June 23, 2021
From
Tyler Technologies, Inc.
Via
Business Wire
Tickers
TYL
Tyler Technologies Named to Washington Post’s Top Workplaces List for 2021
June 22, 2021
From
Tyler Technologies, Inc.
Via
Business Wire
Tickers
TYL
Bexar County, Texas, Goes Live With Tyler Technologies’ Court Case and Civil Process Solutions
June 10, 2021
From
Tyler Technologies, Inc.
Via
Business Wire
Tickers
TYL
Tyler Technologies Updates 2021 Annual Guidance
June 07, 2021
From
Tyler Technologies, Inc.
Via
Business Wire
Tickers
TYL
Tyler Technologies to Acquire VendEngine
June 03, 2021
From
Tyler Technologies, Inc.
Via
Business Wire
Tickers
TYL
Tyler Technologies Schedules 2021 Financial Guidance Conference Call and Webcast
June 02, 2021
From
Tyler Technologies, Inc.
Via
Business Wire
Tickers
TYL
Tyler Technologies Improves Citizen Connections in City of Amarillo, Texas
June 01, 2021
From
Tyler Technologies, Inc.
Via
Business Wire
Tickers
TYL
California’s Fifth-Largest City Selects Integrated ERP Solution from Tyler Technologies
May 25, 2021
From
Tyler Technologies, Inc.
Via
Business Wire
Tickers
TYL
Tyler Technologies Named a Top Workplace in Colorado
May 18, 2021
From
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Via
Business Wire
Tickers
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Tyler Technologies Announces 2021 Public Sector Excellence Award Winners
May 11, 2021
From
Tyler Technologies, Inc.
Via
Business Wire
Tickers
TYL
Tyler Technologies to Participate in May and June Investor Conferences
May 10, 2021
From
Tyler Technologies, Inc.
Via
Business Wire
Tickers
TYL
Cobb County, Georgia, Selects Tyler Technologies for Commercial Privatization Appraisal Project
May 04, 2021
From
Tyler Technologies, Inc.
Via
Business Wire
Tickers
TYL
Tyler Technologies Reports Earnings for First Quarter 2021
April 28, 2021
From
Tyler Technologies, Inc.
Via
Business Wire
Tickers
TYL
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