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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
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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
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UBS Group AG Registered Ordinary Shares
(NY:
UBS
)
49.48
-0.46 (-0.92%)
Streaming Delayed Price
Updated: 11:45 AM EDT, Jun 26, 2026
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Quote
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Press Releases about UBS Group AG Registered Ordinary Shares
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GoldIRAFeesCalculator.com Demystifies IRA-Approved Gold Pricing for Retirement Investors
June 22, 2026
Via
AB Newswire
Topics
Retirement
UBS Hires Financial Advisors in the Southeast Region US Managing Over $2 billion in Assets
June 18, 2026
From
UBS Wealth Management
Via
Business Wire
UBS Hires Financial Advisor Adam Conish in Philadelphia
June 15, 2026
From
UBS Wealth Management
Via
Business Wire
Three UBS advisors in California and Hawaii Named to Barron's Top 1,500 Financial Advisors list
June 09, 2026
From
UBS
Via
Business Wire
Six UBS advisors in Phoenix named to Barron's Top 1,500 Financial Advisors list
June 09, 2026
From
UBS Wealth Management US
Via
Business Wire
UBS Declares Coupon Payments on 8 ETRACS Exchange Traded Notes
June 04, 2026
From
UBS
Via
Business Wire
Which Countries Spend the Most on Art? The Global Rankings May Surprise You
June 04, 2026
From the publicly funded welfare systems of the Nordic countries to the billionaire-backed philanthropic model of the United States, leading economies are pursuing vastly different financial and...
Via
MerxWire
Aiera Launches the Industry's First Sell-Side Validated, AI-Enabled Content Delivery and Access Platform
June 03, 2026
New York, New York--(Newsfile Corp. - June 3, 2026) - Aiera, a consortium-backed content delivery and access platform, today announced...
Via
Newsfile
Topics
Artificial Intelligence
Intellectual Property
Tyrur Holdings Expands Global Capital Capabilities Through UBS Switzerland Framework
June 02, 2026
Via
Press Release Distribution Service
Ella Curren joins UBS as Financial Advisor in New York City
June 01, 2026
From
UBS
Via
Business Wire
UBS Announces Leadership Appointments in the Southeast US Region
May 29, 2026
From
UBS Wealth Management USA
Via
Business Wire
Marc T. Clapasson Publishes Financing Playbook for Mid-Market Real Estate Developers
May 28, 2026
Via
Press Release Distribution Service
UBS Declares Quarterly Coupon Payment on Exchange Traded Note: AMUB
May 20, 2026
From
UBS
Via
Business Wire
Surf Air Mobility Elects Shawn Pelsinger as Chairman of the Board of Directors
May 20, 2026
May 20, 2026
Via
PressReach
Topics
Retirement
UBS Advisor Michael R. Doren Named to Forbes Best-in-State Wealth Advisors List
May 20, 2026
From
UBS
Via
Business Wire
UBS Advisors in the Southeast Region Recognized Nationally by Barron’s
May 15, 2026
From
UBS
Via
Business Wire
UBS Announces Two New Market Directors in San Francisco
May 14, 2026
From
UBS
Via
Business Wire
Coastline Wealth Management Accelerates Expansion, Adds 18 Advisory Teams Across 8 New States
May 11, 2026
LONG ISLAND, US - Media OutReach Newswire - 11 May 2026 – Coastline Wealth Management announced the completion of a record-setting year marked by...
Via
MediaOutReach
UBS Appoints Rick Penafiel as Market Executive for South Florida
May 07, 2026
From
UBS
Via
Business Wire
UBS declares coupon payments on 8 ETRACS Exchange Traded Notes
May 05, 2026
From
UBS
Via
Business Wire
Investment Banking Helps UBS Record 80% Increase in Q1 Profits
May 05, 2026
Via
Investor Brand Network
UBS Hires Advisors Harlan S. Levinson and Louis F. Vargas in New York City
May 04, 2026
From
UBS
Via
Business Wire
UBS Appoints Jeremy Autry as Market Director in the Manhattan Market
May 04, 2026
From
UBS
Via
Business Wire
34 UBS advisor teams in Southern California and Hawaii named to Forbes Best-in-State Wealth Management Teams list
April 30, 2026
From
UBS Wealth Management US
Via
Business Wire
10 UBS advisor teams in Arizona named to Forbes Best-in-State Wealth Management Teams list
April 30, 2026
From
UBS
Via
Business Wire
UBS hires Financial Advisor Luke Naes in Boulder, Colorado
April 30, 2026
From
UBS Financial Services Inc.
Via
Business Wire
Best Selection of Don Toliver 2026 Tickets: Octane Tour Deals + Promo Code at CapitalCityTickets.com
April 28, 2026
Via
AB Newswire
UBS Hires Financial Advisor Brad Gillin in New York City
April 21, 2026
From
UBS
Via
Business Wire
UBS Advisor Peter B. Martin Named to Forbes Best-in-State Wealth Advisors
April 21, 2026
From
UBS Wealth Management USA
Via
Business Wire
Exit Planning For Business Owners: Integrated Wealth & Tax Strategies Announced
April 21, 2026
Via
Press Release Distribution Service
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