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home
about us
Investment Approach
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Firm ADV PDFs
Form CRS
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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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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 U.S. Bancorp
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American Banker Names U.S. Bank Leaders to 2023 Most Powerful Women in Banking Lists
October 03, 2023
From
U.S. Bancorp
Via
Business Wire
Tickers
USB
U.S. Bank CFO Insights Report: Finance Leaders Shift to Defense Mode
October 02, 2023
From
U.S. Bancorp
Via
Business Wire
Tickers
USB
U.S. Bancorp Announces Third Quarter Earnings Conference Call Details
September 28, 2023
From
U.S. Bancorp
Via
Business Wire
Tickers
USB
New U.S. Bank report reveals small business owners are feeling successful and fulfilled, but pursuing their dream means sacrifice in their personal lives
September 26, 2023
From
U.S. Bancorp
Via
Business Wire
Tickers
USB
U.S. Bank Names Kai Sakstrup Chief Product Officer for Wealth, Corporate, Commercial and Institutional Banking
September 19, 2023
From
U.S. Bancorp
Via
Business Wire
Tickers
USB
U.S. Bank Launches New Initiative to Serve Small-to-Midsize Healthcare Practices and Practice Owners
September 14, 2023
From
U.S. Bancorp
Via
Business Wire
Tickers
USB
U.S. Bancorp Announces Quarterly Dividends
September 12, 2023
From
U.S. Bancorp
Via
Business Wire
Tickers
USB
U.S. Bancorp Provides Schedule for 2025 Earnings Conference Calls
September 12, 2023
From
U.S. Bancorp
Via
Business Wire
Tickers
USB
U.S. Bank names Shruti Patel chief product officer for the business banking segment
September 06, 2023
From
U.S. Bancorp
Via
Business Wire
Tickers
USB
U.S. Bancorp to speak at the Barclays Global Financial Services Conference
September 06, 2023
From
U.S. Bancorp
Via
Business Wire
Tickers
USB
U.S. Bank and Elavon Launch Next Gen talech Terminal for Small Businesses
August 30, 2023
From
U.S. Bancorp
Via
Business Wire
Tickers
USB
U.S. Bancorp Announces Debt/Equity Conversion With Mitsubishi UFJ Financial Group, Inc. (MUFG)
August 02, 2023
From
U.S. Bancorp
Via
Business Wire
Tickers
USB
U.S. Bank Freight Payment Index: Shipments, Spending Drop by Sharpest Amount Since Beginning of Pandemic
August 01, 2023
From
U.S. Bancorp
Via
Business Wire
Tickers
USB
U.S. Bank Increases Prime Lending Rate to 8.50 Percent
July 26, 2023
From
U.S. Bancorp
Via
Business Wire
Tickers
USB
U.S. Bancorp Reports Second Quarter 2023 Results
July 19, 2023
From
U.S. Bancorp
Via
Business Wire
Tickers
USB
U.S. Bancorp names Evamarie Schoenborn CEO of U.S. Bancorp Investments, UnionBanc Investment Services, PFM Fund Distributors
July 11, 2023
From
U.S. Bancorp
Via
Business Wire
Tickers
USB
U.S. Bancorp Releases 2023 Dodd-Frank Act Stress Test Results
June 30, 2023
From
U.S. Bancorp
Via
Business Wire
Tickers
USB
U.S. Bancorp Announces Second Quarter Earnings Conference Call Details
June 28, 2023
From
U.S. Bancorp
Via
Business Wire
Tickers
USB
U.S. Bancorp announces quarterly dividends
June 13, 2023
From
U.S. Bancorp
Via
Business Wire
Tickers
USB
U.S. Bancorp Provides Schedule for 2024 Earnings Conference Calls
June 07, 2023
From
U.S. Bancorp
Via
Business Wire
Tickers
USB
U.S. Bancorp to speak at the Morgan Stanley Financials Conference
June 06, 2023
From
U.S. Bancorp
Via
Business Wire
Tickers
USB
U.S. Bancorp to speak at the Bernstein Annual Strategic Decisions Conference
May 26, 2023
From
U.S. Bancorp
Via
Business Wire
Tickers
USB
U.S. Bancorp Announces Plan to Transition Outstanding U.S. Bancorp-Issued U.S. Dollar LIBOR-linked Securities to Term SOFR As Replacement Reference Rate after June 30, 2023
May 16, 2023
From
U.S. Bancorp
Via
Business Wire
Tickers
USB
U.S. Bank Increases Prime Lending Rate to 8.25 Percent
May 03, 2023
From
U.S. Bancorp
Via
Business Wire
Tickers
USB
U.S. Bank Freight Payment Index: Truck Freight Volume Continues to Contract Nationwide Despite Major Increases in Southwest U.S.
May 01, 2023
From
U.S. Bancorp
Via
Business Wire
Tickers
USB
U.S. Bancorp Reports First Quarter 2023 Results
April 19, 2023
From
U.S. Bancorp
Via
Business Wire
Tickers
USB
U.S. Bancorp Announces First Quarter Earnings Conference Call Details
April 05, 2023
From
U.S. Bancorp
Via
Business Wire
Tickers
USB
U.S. Bancorp Updates Schedule for Earnings Conference Calls
March 30, 2023
From
U.S. Bancorp
Via
Business Wire
Tickers
USB
U.S. Bank Increases Prime Lending Rate to 8.00 Percent
March 22, 2023
From
U.S. Bancorp
Via
Business Wire
Tickers
USB
U.S. Bank Expands Client Offerings in Europe With New ETF Servicing Capability, Secures First ETF European Client
March 22, 2023
From
U.S. Bancorp
Via
Business Wire
Tickers
USB
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