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TSL's Turnkey Operation Platform
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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
Featured Articles
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Alliance Data Systems
(NY:
ADS
)
N/A
UNCHANGED
Last Price
Updated: 7:00 PM EDT, Apr 1, 2022
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News
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Research
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Press Releases about Alliance Data Systems
Bread Financial to Ring New York Stock Exchange Opening Bell on April 4, 2022
March 31, 2022
From
Bread Financial
Via
Business Wire
Bread Financial™ and Victoria’s Secret Launch New Co-Brand Mastercard®, Renew Long-Standing Partnership
March 29, 2022
From
Bread Financial
Via
Business Wire
Alliance Data is now Bread Financial™
March 23, 2022
SOURCE: Bread Financial
Via
3BL Media
Alliance Data Upholds ‘Pay it Forward’ Value
November 30, 2021
SOURCE: Alliance Data
Via
3BL Media
Be Boundless Month by Alliance Data
May 24, 2021
SOURCE: Alliance Data
Via
3BL Media
Alliance Data is now Bread FinancialTM
March 23, 2022
From
Alliance Data Systems Corporation
Via
Business Wire
Alliance Data Provides Performance Update for February 2022
March 15, 2022
From
Alliance Data Systems Corporation
Via
Business Wire
Alliance Data Included in 2022 Bloomberg Gender-Equality Index
March 03, 2022
SOURCE: Alliance Data
Via
3BL Media
Alliance Data Recognized at 2021 Breakfast of Corporate Champions
November 22, 2021
SOURCE: Alliance Data
Via
3BL Media
Alliance Data Associates Participate In Virtual Veterans Day Salute
November 12, 2021
SOURCE: Alliance Data
Via
3BL Media
Alliance Data Celebrates Compliance and Ethics Week
November 10, 2021
SOURCE: Alliance Data
Via
3BL Media
Alliance Data's Karin Kimbrough Named to Savoy Magazine's List of 2021 Most Influential Black Corporate Directors
November 09, 2021
SOURCE: Alliance Data
Via
3BL Media
Talking Cybersecurity with Kristin Lowery, Chief Information Security Officer
October 28, 2021
SOURCE: Alliance Data
Via
3BL Media
Topics
Credit Cards
Alliance Data, National Network to End Domestic Violence Partner to End Domestic Violence
October 19, 2021
SOURCE: Alliance Data
Via
3BL Media
Topics
Credit Cards
A Message from Ralph Andretta, President and CEO of Alliance Data
October 12, 2021
SOURCE: Alliance Data
Via
3BL Media
Gender Stereotypes, Social Media and Confidence Challenges Holding Teen Girls Back
October 07, 2021
SOURCE: Alliance Data
Via
3BL Media
Topics
Credit Cards
Alliance Data Continues to Fight Hunger, Support Mid-Ohio Food Collective
September 30, 2021
SOURCE: Alliance Data
Via
3BL Media
Alliance Data Supports Innovation, Humanitarian Mission of the American Red Cross With Major Donation to Disaster Response Program
July 27, 2021
SOURCE: Alliance Data
Via
3BL Media
Topics
Credit Cards
Alliance Data Provides Update on Three-Year Sustainability Goals With Release of 2020 ESG Performance Report
July 16, 2021
SOURCE: 3BL Alerts
Via
3BL Media
Topics
Credit Cards
Electric Vehicles
Alliance Data and the Trevor Project Partner to Save Young LGBTQ Lives
July 01, 2021
SOURCE: Alliance Data
Via
3BL Media
Topics
Credit Cards
LGBTQ
In Observance of Pride Month, Alliance Data Partners with The Kaleidoscope Youth Center for Educational Opportunity
June 28, 2021
SOURCE: Alliance Data
Via
3BL Media
Topics
Credit Cards
Alliance Data Releases 2020 ESG Performance Report; Provides Update on Three-Year Sustainability Goals
June 18, 2021
SOURCE: Alliance Data
Via
3BL Media
Topics
Credit Cards
Electric Vehicles
Supply Chain
Alliance Data Supporting Relief Efforts in India
May 20, 2021
SOURCE: Alliance Data
Via
3BL Media
Topics
Credit Cards
Alliance Data Card Services Receives “Center of Excellence” Certification From BenchmarkPortal for Industry-Leading 16th Time
April 26, 2021
SOURCE: Alliance Data
Via
3BL Media
Topics
Credit Cards
Alliance Data Supports Junior Achievement's Teen Financial Literacy Program by Funding Innovative Mobile App Courses
April 23, 2021
SOURCE: Alliance Data
Via
3BL Media
Topics
Credit Cards
Alliance Data Leadership Discuss Gender Equality in the Workplace to Close Women's History Month
April 08, 2021
SOURCE: Alliance Data
Via
3BL Media
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