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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
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Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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Client Information
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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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
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Additional Information
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Back Dated Performance Reports
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Event Schedule
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Investing During Uncertain Times
Read FULL Seminar Here
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Articles published by ZoomInfo
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ZoomInfo Receives Four Comparably Awards, Including Best Company Culture, Best Companies for Women, and Best Companies for Diversity
December 21, 2021
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ZoomInfo Earns Top Placement on Record-Tying 27 Grids in G2’s 2022 Winter Grid Reports
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ZoomInfo Publishes ‘The Modern Sales Playbook: 100 Pipeline Plays’
November 18, 2021
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ZoomInfo to Participate in Upcoming Investor Conferences
November 04, 2021
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ZoomInfo Announces Third Quarter 2021 Financial Results
November 01, 2021
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ZoomInfo Receives Comparably Awards for Best Compensation and Happiest Employees
October 14, 2021
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ZoomInfo to Report Financial Results for Third Quarter 2021 on Nov. 1, 2021
October 12, 2021
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ZoomInfo Founder and CEO Henry Schuck to Discuss ZoomInfo’s Growth at 2021 Silicon Slopes Summit on Oct. 14
October 11, 2021
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ZoomInfo Named a Top-Two Workplace Among Large Companies in Oregon/Southwest Washington Region by The Oregonian
October 07, 2021
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ZoomInfo Data Passport Unlocks Regional and Global Data on Companies and Contacts Across Europe and Around the World
October 05, 2021
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ZoomInfo to Expand Global Headquarters in Vancouver, Washington
September 28, 2021
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ZoomInfo Launches ‘The Pipeline’ Publication
September 23, 2021
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ZoomInfo Retains Top Placement on 26 Grids in G2’s 2021 Fall Grid Reports
September 14, 2021
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ZoomInfo Acquires RingLead, a Data Orchestration Leader, to Help Companies Combine, Cleanse, and Route Disparate Data Sources to Power Go-to-Market Activation
September 09, 2021
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ZoomInfo Board Approves Elimination of Up-C Corporate Structure and Move to Single Class of Common Stock
September 07, 2021
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ZoomInfo Announces Its First Integrations with Chorus.ai
September 02, 2021
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ZoomInfo to Participate in Upcoming Investor Conferences
September 01, 2021
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Zoominfo to Participate in Upcoming Investor Conference
August 04, 2021
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ZoomInfo Announces Second Quarter 2021 Financial Results
August 02, 2021
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ZoomInfo Named to 2021 Fortune Best Workplaces for Millennials List
July 27, 2021
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ZoomInfo Recognized for Excellence in Career Growth and Company Leadership by Comparably
July 21, 2021
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ZoomInfo to Acquire Conversation Intelligence Leader Chorus.ai to Enable Insight-Driven Targeting, Coaching, and Decision-Making for Go-to-Market Teams
July 13, 2021
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ZoomInfo to Report Financial Results for Second Quarter 2021 on August 2, 2021
July 12, 2021
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ZoomInfo to Accelerate Business Growth Through Microsoft Dynamics 365 Integration
July 08, 2021
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ZoomInfo Partners with LeanData to Improve Speed and Accuracy of Lead Delivery Through Record Enrichment
July 01, 2021
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ZoomInfo Claims No. 1 Ranking in Sales Intelligence, 26 Other Grids in G2’s 2021 Summer Grid Reports
June 29, 2021
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ZoomInfo Releases ‘ZoomInfo Recruiter’ to Identify and Reach Top Talent Faster
June 24, 2021
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ZoomInfo Partners with Beyond Codes to Provide Best-In-Class Intelligence to India and East Asia
June 17, 2021
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Arianna Huffington to Speak at ZoomInfo’s Elevate 2021 User Conference
June 14, 2021
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ZoomInfo Launches Industry’s First Business Contact Preference Registry
June 10, 2021
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