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home
about us
Investment Approach
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Market Analysis Summary
Mission Statement
Value Proposition
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
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
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Fidelity National Information Services
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303 Crown Maids Unveils New Dedicated Boulder Page for Transparent, Instant Online House Cleaning
August 11, 2026
Via
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August 10, 2026
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August 05, 2026
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Traditional Abstract LLC Specializes in Looking for Real Estate Title in Bethlehem and Allentown, Pennsylvania
August 04, 2026
For those seeking real estate titles in Bethlehem and Allentown, Pennsylvania, Traditional Abstract LLC deserves a special mention.
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August 04, 2026
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FIS Announces Quarterly Dividend
July 30, 2026
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Creative Biolabs Webinar: Addressing Challenges in 3D Neuroscience and Improving Brain Organoid Fidelity
July 27, 2026
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FIS and Anthropic Extend Partnership on Trusted AI for Financial Services
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July 16, 2026
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Best Print-On-Demand Service for Etsy Sellers: Printdoors Aligns Multi-Factory Operations to Protect Storefront Ratings Amid Stricter E-Commerce Regulations
July 16, 2026
Via
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Economy
PackMojo, a Global Custom Printed Packaging Supplier, Reaches 12 Million Units Shipped for Brands in 45 Countries
July 15, 2026
Via
AB Newswire
Topics
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Best AI Interior Design App (2026): Report Published by Kinross Research
July 14, 2026
Via
AB Newswire
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Refining the Visual Narrative: How Seedream 5.0 Pro is Reshaping Content Production
July 14, 2026
Via
BusinesNews Wire
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303 Crown Maids Launches Enhanced Move-In / Move-Out Cleaning Service Page
July 14, 2026
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FIS Risk Technology Takes Top Industry Honors for AI-Embedded Actuarial Modeling and Cloud Infrastructure
July 14, 2026
From
Fidelity National Information Services
Via
Business Wire
FIS to Report Second Quarter Earnings on August 4, 2026
July 13, 2026
From
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Via
Business Wire
Top 10 Seedance 2.5 AI Video Tools Ranked for Creators in 2026
July 13, 2026
Via
GlobePRwire
Topics
Artificial Intelligence
Bespo Named #1 Shopify Product Customizer App for POD in 2026
July 09, 2026
Via
AB Newswire
Frankfurt International Bank Selects FIS to Bypass Legacy Infrastructure and Power Cloud-Native Treasury from Day One
July 07, 2026
From
Fidelity National Information Services
Via
Business Wire
Inventor Frank Parsolano’s Patents: Deterministic Coding for a New Generation
July 07, 2026
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Intellectual Property
The Best AI for Professional Presentations in 2026: The Shortlist
July 03, 2026
Via
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Artificial Intelligence
Tulsa Estate Planning & Retirement Income Strategy: Advisory Service Expands
July 03, 2026
Via
Press Release Distribution Service
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Retirement
Oria Named the Best AI for Corporate Slides in 2026
July 02, 2026
Via
AB Newswire
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Artificial Intelligence
Engineering the Human Cloud: Anusha Atluri’s Vision for Seamless Enterprise HCM Integration
June 30, 2026
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Best AI Video Generators for Long-Form Content: 2026 Rankings
June 30, 2026
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LifeCovered Expands Advisory Team to Offer the Best Life Insurance Options Across New Zealand
June 25, 2026
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Best AI Image Generator for Realistic Art in 2026: Nikitti AI Names Dreamina the Definitive Choice for Professional Production Workflows
June 23, 2026
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Kugou Unveils Advanced Personalization Technology for Digital Content Discovery
June 22, 2026
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Best AI Image Generators for Realistic Textures in 2026: Nikitti AI Evaluates Dreamina’s New Material Fidelity Protocol
June 22, 2026
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Recommended AI Image Generator for Anime Backgrounds: Nikitti AI Evaluates Dreamina’s Disruptive Canvas Workflow for 2026 Production
June 22, 2026
Via
AB Newswire
Topics
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