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home
about us
Investment Approach
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Team Biographies
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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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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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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MARKET RESEARCH
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Articles published by ZoomInfo
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ZoomInfo Hires Bryan Law as Chief Marketing Officer
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June 16, 2022
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June 14, 2022
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May 17, 2022
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ZoomInfo’s Top-Tier Data Now Accessible Within Chorus Through New Integrations
May 10, 2022
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ZoomInfo to Host Virtual Analyst Day on June 2; Executives to Participate in Upcoming Investor Conferences
May 09, 2022
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ZoomInfo Acquires Comparably to Deliver a Powerful New Talent Solution
May 02, 2022
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ZoomInfo Announces First Quarter 2022 Financial Results
May 02, 2022
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ZoomInfo to Report Financial Results for First Quarter 2022 on May 2, 2022
April 11, 2022
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ZoomInfo Earns Top Spot in 25 G2 Grids for Fifth Consecutive Quarter
April 04, 2022
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ZoomInfo Expands International Presence With First Physical Office in India
March 29, 2022
From
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ZoomInfo Founder and CEO Henry Schuck Wins 2022 Sam Blackman Award from Technology Association of Oregon
March 15, 2022
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ZoomInfo to Open New Office Near Tel Aviv, Israel
March 14, 2022
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ZoomInfo to Participate in Upcoming Investor Conferences
February 28, 2022
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ZoomInfo Publishes Inaugural Sustainability Report
February 24, 2022
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ZoomInfo Ranked as Top-5 Global Software Seller and Best Marketing Product by G2
February 17, 2022
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ZoomInfo Announces Fourth Quarter and Full-Year 2021 Financial Results
February 15, 2022
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ZoomInfo Available to Federal Government Agencies Under GSA Schedule
February 10, 2022
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ZoomInfo Launches New Account-Based Marketing Platform, MarketingOS
February 08, 2022
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ZoomInfo Partners with Google Cloud to Provide Seamless Access to Reliable Data
January 25, 2022
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ZoomInfo Expands Global Operations in London
January 19, 2022
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ZoomInfo to Report Financial Results for Fourth Quarter and Full-Year 2021 on Feb. 15, 2022
January 18, 2022
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ZoomInfo University Named Program of the Year by CustomerEducation.org
January 13, 2022
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ZoomInfo Employees Raise More Than $2 Million for Local Nonprofits During 2021 Winter Donation Drive
January 11, 2022
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