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home
about us
Investment Approach
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Firm ADV PDFs
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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
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Fidelity National Information Services
(NY:
FIS
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Updated: 7:00 PM EDT, May 13, 2026
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FIS to Present at Upcoming Conference
May 12, 2026
From
Fidelity National Information Services
Via
Business Wire
FIS® Supply Chain Finance Platform Powers Landmark $2.55 Billion Glencore Oil and Gas Trade Receivables Securitization
May 12, 2026
From
Fidelity National Information Services
Via
Business Wire
eyeo Raises 40 Million to Fix the Flaw That Has Kept Every Camera 70% Blind
May 11, 2026
Eindhoven, Netherlands--(Newsfile Corp. - May 11, 2026) - eyeo today...
Via
Newsfile
FIS Selected to Streamline Reconciliations for Australia's Largest Bank
May 10, 2026
From
Fidelity National Information Services
Via
Business Wire
FIS Reports First Quarter 2026 Results and Reiterates Full-Year Outlook
May 08, 2026
From
Fidelity National Information Services
Via
Business Wire
FIS Brings Agentic AI to Banking with Anthropic, Starting with Financial Crimes
May 04, 2026
From
Fidelity National Information Services
Via
Business Wire
FIS Announces Quarterly Dividend
April 30, 2026
From
Fidelity National Information Services
Via
Business Wire
FIS and Leading Financial Institutions to Build Their Own Digital Tokenized Money Network
April 30, 2026
From
Fidelity National Information Services
Via
Business Wire
FIS Launches New Platform Giving Banks Control Over Digital Money
April 29, 2026
From
Fidelity National Information Services
Via
Business Wire
M1 Selects FIS to Replace Legacy Infrastructure with Real-Time Proxy Voting
April 29, 2026
From
Fidelity National Information Services
Via
Business Wire
GenOptima Reports 79% Brand-Bound Citation Rate in 14-Day RaaS Benchmark II
April 28, 2026
Via
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AiScan O1: The 3D Gaussian All-in-One 3D Scanner
April 28, 2026
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How to Compress Videos with Free FliFlik UltConv Video Compressor
April 28, 2026
NEW YORK AND HONG KONG, April 28, 2026 (SEND2PRESS NEWSWIRE) --- FliFlik, a rising innovator in high-efficiency multimedia solutions, officially announces the latest feature update to its flagship...
Via
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Kling AI Unveils Industry-first Native 4K Mode to Support Cinematic-Level Output
April 27, 2026
Via
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Topics
Artificial Intelligence
Publicly Traded Quantum Computing Stocks Investors Are Watching in 2026
April 25, 2026
Via
GlobePRwire
FIS to Report First Quarter Earnings on May 8, 2026
April 23, 2026
From
Fidelity National Information Services
Via
Business Wire
Top 7 Reliable Industrial 3D Scanners for Metrology & QC (2026 Buyer’s Guide)
April 22, 2026
Via
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INLIGHT Attracts 1.5 Million Overseas Visitors in 2025, Leading the Global Lantern Festival Industry Through IP Collaborations and Immersive Innovation
April 22, 2026
Via
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FIS Levels the Playing Field: New Trading Platform Gives Firms Wall Street-Grade Investment Tools
April 21, 2026
From
Fidelity National Information Services
Via
Business Wire
Tripo AI Introduces H3.1 to Advance High-Fidelity AI 3D Generation for Production
April 20, 2026
Via
Press Release Distribution Service
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Artificial Intelligence
Expert Matchmaker in Wellesley Report by CX Research Institute
April 20, 2026
Via
AB Newswire
Best AI Interior Design App: Roomika Voted #1 By BFD Research Group
April 16, 2026
Via
AB Newswire
Topics
Artificial Intelligence
FIS Leads Core Banking Modernization for Second Straight Year, Everest Group Core Banking Report Finds
April 16, 2026
From
Fidelity National Information Services
Via
Business Wire
Bespoke Copper Finials Announced: Hand-Crafted With Natural Patina Finish
April 15, 2026
Via
Press Release Distribution Service
Retirement Investment Planning For Long-Term Income & Growth: Services Expanded
April 15, 2026
Via
Press Release Distribution Service
Topics
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MainConcept Announces Multiview Encoding for Apple Immersive Video
April 14, 2026
Via
PRLog
Barclays and FIS Extend Partnership Supporting Bank's Online Deposits Growth
April 14, 2026
From
Fidelity National Information Services
Via
Business Wire
Crypto News: Pepeto Announces Investments Growth While Bitcoin Price Prediction Moves After Iran Talks Collapse
April 12, 2026
Crypto news around Pepeto is accelerating faster than any presale this cycle. Whale wallets keep entering at record pace, daily
Via
First Publisher
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ETFs
Why Aviation-Themed Casino Games Continue to Attract Flight Enthusiasts
April 10, 2026
Via
BusinesNews Wire
P-Wave Classics Announces the Publication of The Female Quixote, Volume I, by Charlotte Lennox
April 07, 2026
Via
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