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home
about us
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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)
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
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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
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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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 Vital Farms
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EY Honors Vital Farms President & CEO Russell Diez-Canseco as an Entrepreneur Of The Year® 2024 Gulf South Award Winner
July 01, 2024
From
Vital Farms
Via
GlobeNewswire
Tickers
VITL
Vital Farms is Building Its Next World Class Egg Washing and Packing Facility in Seymour, Indiana
June 26, 2024
From
Vital Farms
Via
GlobeNewswire
Tickers
VITL
New Vital Farms Campaign Celebrates Game Changers on Every Field
June 20, 2024
From
Vital Farms
Via
GlobeNewswire
Tickers
VITL
Vital Farms to Participate in TD Cowen 8th Annual Future of the Consumer Conference
May 28, 2024
From
Vital Farms
Via
GlobeNewswire
Tickers
VITL
Vital Farms Reports First Quarter 2024 Financial Results
May 09, 2024
From
Vital Farms
Via
GlobeNewswire
Tickers
VITL
Vital Farms’ Egg Central Station Earns Prestigious LEED® Gold Certification Recognizing Environmental Excellence in Manufacturing Standards
May 08, 2024
From
Vital Farms
Via
GlobeNewswire
Tickers
VITL
Vital Farms to Report First Quarter 2024 Financial Results on May 9, 2024
April 25, 2024
From
Vital Farms
Via
GlobeNewswire
Tickers
VITL
Vital Farms Raises the Golden Standard for Butter; Now 90% Grass-Fed Through New Dairy Supplier
April 22, 2024
From
Vital Farms
Via
GlobeNewswire
Tickers
VITL
Vital Farms’ Quality Assurance Manager Robert Clark Recognized by the Safe Quality Food Institute for Excellence in Food Safety Leadership
March 27, 2024
From
Vital Farms
Via
GlobeNewswire
Tickers
VITL
Progress Over Easy: Vital Farms Celebrates Continued Improvements to the Lives of People, Animals, and the Planet in 2024 Impact Update
March 14, 2024
From
Vital Farms
Via
GlobeNewswire
Tickers
VITL
Vital Farms Reports Fourth Quarter and Fiscal Year 2023 Financial Results
March 07, 2024
From
Vital Farms
Via
GlobeNewswire
Tickers
VITL
Vital Farms to Report Fourth Quarter and Fiscal Year 2023 Financial Results on March 7, 2024
February 22, 2024
From
Vital Farms
Via
GlobeNewswire
Tickers
VITL
Vital Farms and Its President & CEO Russell Diez-Canseco Honored for Using Business as a “Force for Good” on Big Path Capital’s 2024 MO 100 Top Impact CEO Ranking
February 13, 2024
From
Vital Farms
Via
GlobeNewswire
Tickers
VITL
Vital Farms Recognized as a 2024 Real Leaders®️ “Top Impact Company”
January 09, 2024
From
Vital Farms
Via
GlobeNewswire
Tickers
VITL
Vital Farms Celebrated as a “Cultural Force” on Fast Company’s Annual List of Brands That Matter
December 22, 2023
From
Vital Farms
Via
GlobeNewswire
Tickers
VITL
Vital Farms’ New Pause Ad Activation Celebrates Those Who Don’t Get to Pause, Even During Holidays: Farmers
December 14, 2023
From
Vital Farms
Via
GlobeNewswire
Tickers
VITL
Vital Farms to Participate in January 2024 Investor Conferences
December 14, 2023
From
Vital Farms
Via
GlobeNewswire
Tickers
VITL
Laying a Model for Sustainable Food Processing: Vital Farms’ Egg Central Station Honored as FOOD ENGINEERING’s 2023 Sustainable Plant of the Year
November 06, 2023
From
Vital Farms
Via
GlobeNewswire
Tickers
VITL
Vital Farms Reports Third Quarter 2023 Financial Results
November 02, 2023
From
Vital Farms
Via
GlobeNewswire
Tickers
VITL
HomeState, Franklin Barbecue, and Vital Farms Are Teaming Up to Bring Los Angeles The Best Breakfast Taco on the Planet
November 01, 2023
From
Vital Farms
Via
GlobeNewswire
Tickers
VITL
Vital Farms to Report Third Quarter 2023 Financial Results on November 2, 2023
October 19, 2023
From
Vital Farms
Via
GlobeNewswire
Tickers
VITL
Vital Farms Updates Long-Term Financial Targets
September 19, 2023
From
Vital Farms
Via
GlobeNewswire
Tickers
VITL
Vital Farms Deepens Roots in Regenerative Farming as the First National Egg Brand to Earn a Regenified™ Verification
August 24, 2023
From
Vital Farms
Via
GlobeNewswire
Tickers
VITL
Vital Farms to host Analyst Day on September 19, 2023
August 17, 2023
From
Vital Farms
Via
GlobeNewswire
Tickers
VITL
Vital Farms Reports Second Quarter 2023 Financial Results
August 03, 2023
From
Vital Farms
Via
GlobeNewswire
Tickers
VITL
Vital Farms to Report Second Quarter 2023 Financial Results on August 3, 2023
July 20, 2023
From
Vital Farms
Via
GlobeNewswire
Tickers
VITL
Vital Farms Restorative Eggs Named Mindful Awards’ 2023 “Egg Product of the Year” for Positively Impacting People and the Planet
June 15, 2023
From
Vital Farms
Via
GlobeNewswire
Tickers
VITL
Vital Farms Reports First Quarter 2023 Financial Results
May 04, 2023
From
Vital Farms
Via
GlobeNewswire
Tickers
VITL
Vital Farms Taps GUT Miami as Agency of Record to Usher in New Chapter of Bold, Bullsh*t-Free Storytelling
May 02, 2023
From
Vital Farms
Via
GlobeNewswire
Tickers
VITL
Vital Farms to Report First Quarter 2023 Financial Results on May 4, 2023
April 20, 2023
From
Vital Farms
Via
GlobeNewswire
Tickers
VITL
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