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What We Buy Currently
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Advantages of Our Bid Wanted System
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Preferred Custodian Settlement
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Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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Investing During Uncertain Times
Read FULL Seminar Here
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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 Tyler Technologies
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Tyler Technologies Ranks Among Forbes’ Best Large Employers
February 18, 2025
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Tyler Technologies Reports Fourth Quarter 2024 Results
February 12, 2025
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Tyler Technologies Named to 2025 GovTech 100 List
February 04, 2025
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Tyler Technologies Acquires MyGov
January 31, 2025
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Tyler Technologies Schedules Fourth Quarter 2024 Earnings Conference Call and Webcast
January 30, 2025
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State of Iowa Selects Tyler Technologies’ Public Safety Solutions to Better Integrate Departments
January 28, 2025
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Tyler Technologies Named to America's Greatest Workplaces for Inclusion & Diversity 2025 List
January 21, 2025
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Tyler Technologies to Participate in January and February Investor Conferences
January 09, 2025
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Tyler Technologies Announces New Chief Client Officer Role
January 07, 2025
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Tyler Technologies Announces C-Suite Leadership Changes
January 06, 2025
From
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Tyler Technologies’ State Partners Receive 2024 Government Experience Awards from the Center for Digital Government
December 19, 2024
From
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Via
Business Wire
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Tyler Technologies Named a Top Workplace in Troy, Michigan
December 17, 2024
From
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Via
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Tyler Technologies Named to Forbes’ America’s Dream Employers 2025 List
December 12, 2024
From
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Tyler Technologies Named AWS State or Local Government Partner of the Year
December 10, 2024
From
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Illinois Department of Financial and Professional Regulation Optimizes Licensing Process With New Regulatory Platform From Tyler Technologies
December 05, 2024
From
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Business Wire
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Tyler Technologies’ Plano Office Named a Top Workplace in North Texas
November 21, 2024
From
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Via
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Tyler Technologies Announces 2024 Veterans Service Officers Excellence Award Winners
November 07, 2024
From
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Via
Business Wire
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Tyler Technologies to Participate in November and December Investor Conferences
November 06, 2024
From
Tyler Technologies
Via
Business Wire
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Louisiana Strengthens Disaster Preparedness and Response with Tyler’s Resident Engagement Platform
October 29, 2024
From
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Via
Business Wire
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Tyler Technologies Named to Newsweek’s America’s Greenest Companies 2025 List
October 24, 2024
From
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Tyler Technologies Reports Third Quarter 2024 Results
October 23, 2024
From
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Via
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Arizona’s Largest Limited Jurisdiction Court Adopts Tyler Technologies’ Court Case Management Solution
October 22, 2024
From
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Via
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Tyler Technologies to Enhance Court Case Accessibility and Efficiency for the Commonwealth of Kentucky
October 15, 2024
From
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Tyler Technologies Schedules Third Quarter 2024 Earnings Conference Call and Webcast
October 10, 2024
From
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Via
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Arkansas Department of Labor and Licensing Selects Tyler Technologies’ Augmented Field Operations Solution
October 08, 2024
From
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Tyler Technologies Announces Significant Migrations to Its Equal Employment Opportunity Case Management Software
September 26, 2024
From
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Lewis County, Washington, Selects Tyler Technologies’ Enterprise Assessment & Tax Suite
September 19, 2024
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State of New Jersey Extends Agreement with Tyler Technologies for Digital Government Solutions
September 12, 2024
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Idaho Supreme Court Transitions Tyler Technologies’ Court Case Management Solution from On-Premises to Cloud Deployment
August 29, 2024
From
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Tyler Technologies Named to Newsweek’s America’s Greatest Workplaces for Parents & Families 2024 List
August 20, 2024
From
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