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home
about us
Investment Approach
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Team Biographies
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
Client Information
Client Contact with Portfolio Manager(s)
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
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Event Schedule
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Event Schedule
Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
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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
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Morgan Stanley
(NY:
MS
)
165.87
+1.55 (+0.94%)
Official Closing Price
Updated: 7:00 PM EDT, Mar 24, 2026
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1GT Portfolio Investment Huel to be Acquired by Danone
March 24, 2026
From
Morgan Stanley Investment Management
Via
Business Wire
Crypto News: Pepeto Announces $8.3M In Funds the While Bitcoin Price Prediction Signals Bull Run And Markets Search For Next Dogecoin
March 23, 2026
Pepeto announces $8.3 million in presale capital raised, and every signal matches what appeared right before Dogecoin created millionaires out
Via
First Publisher
Topics
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Economy
Government
Morgan Stanley Infrastructure Partners Agrees to Sell Bayonne Energy Center
March 17, 2026
From
Morgan Stanley Investment Management
Via
Business Wire
Morgan Stanley Wealth Management Surpasses $1 Trillion in Individual Retirement Account Assets Under Management
March 17, 2026
From
Morgan Stanley Wealth Management
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VIDA Vision Fund Manager Mike Alves Named to Los Angeles Business Journal’s Leaders of Influence Wealth Managers
March 16, 2026
Via
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Silver Lake and Nomura Securities Form a Strategic Partnership to Establish a Primary Trading Account and Co-Create a New Blueprint for Japan’s Capital Markets
March 06, 2026
Via
Press Release Distribution Service
Morgan Stanley Investment Management Launches Eaton Vance Preferred Securities and Income ETF
March 05, 2026
From
Morgan Stanley Investment Management
Via
Business Wire
Dan Simkowitz to Speak at the Annual Morgan Stanley European Financials Conference
March 04, 2026
From
Morgan Stanley
Via
Business Wire
Morgan Stanley Submits Application to Set Up Crypto Trust
March 03, 2026
Via
Investor Brand Network
Institutional Confidence in Golden Matrix Group (GMGI) Strengthens in Q4 2025
March 02, 2026
Las Vegas, Nevada--(Newsfile Corp. - March 2, 2026) - Publicly disclosed data shows a...
Via
Newsfile
Morgan Stanley Capital Partners Acquires Security 101
February 24, 2026
From
Morgan Stanley Capital Partners
Via
Business Wire
Quaint Quant Conference Returns to Dallas–Fort Worth in 2026, Showcasing Premier Quant Talent at SMU Cox School of Business
February 24, 2026
The Quaint Quant Conference—the South’s only dedicated quantitative finance event—returns on Friday, April 10, 2026, hosted at the SMU Cox School of Business
Via
PRUnderground
Topics
Artificial Intelligence
Majority of States Exceed Revenue Targets, Classified as ‘Stable’
February 23, 2026
From
Morgan Stanley Investment Management
Via
Business Wire
Morgan Stanley Schedules Fourth Quarter and Full-Year 2026 Investor Conference Call
February 19, 2026
From
Morgan Stanley
Via
Business Wire
Morgan Stanley Wealth Management Reduces Fees on Private Shares Marketplace EquityZen, Broadening Private Markets Access
February 19, 2026
From
Morgan Stanley
Via
Business Wire
Roger Gallagher Scholarship for Entrepreneurs Announces Annual Award for Undergraduate Students Pursuing Innovation-Driven Careers
February 17, 2026
Via
Get News
Morgan Stanley Investment Management Closes Revolving and Rated Private Securitization Backed by Consumer Loans
February 17, 2026
From
Morgan Stanley Investment Management
Via
Business Wire
Morgan Stanley Real Estate Investing Completes Sale of Spring Arbor Senior Living Portfolio for $296 Million
February 17, 2026
From
Morgan Stanley Real Estate Investing
Via
Business Wire
Morgan Stanley Declares Dividends on Its Preferred Stock
February 13, 2026
From
Morgan Stanley
Via
Business Wire
Leading Realtor in Roslyn, NY, Marks $20,000 Raised for Breast Cancer Research Through Real Men Wear Pink Campaign
February 10, 2026
Via
AB Newswire
Morgan Stanley to Host 17th Annual Go Red Women’s Leadership Event in Collaboration with the American Heart Association
February 05, 2026
From
Morgan Stanley
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Business Wire
Morgan Stanley Inclusive & Sustainable Ventures Hosts Global Demo Day, Opens Applications for Next Cohort
February 04, 2026
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Business Wire
AMCAP Group Introduces AI Tools, Revolutionizing Wealth Management for Everyone
February 02, 2026
Via
Get News
Topics
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Morgan Stanley Wealth Management Pulse Survey Reveals Continued Bullishness Amid Market Volatility
January 29, 2026
From
Morgan Stanley Wealth Management
Via
Business Wire
Jed Finn to Speak at the UBS Financial Services Conference
January 27, 2026
From
Morgan Stanley
Via
Business Wire
Morgan Stanley Closes Acquisition of EquityZen
January 27, 2026
From
Morgan Stanley
Via
Business Wire
Morgan Stanley Ranked #1 U.S. OCIO Provider in Inaugural Chestnut Institute Market Leader Awards
January 23, 2026
From
Morgan Stanley
Via
Business Wire
Morgan Stanley Real Estate Investing Acquires San Francisco Bay Area Advanced Manufacturing Facility for $110 Million
January 20, 2026
From
Morgan Stanley Investment Management
Via
Business Wire
Simon Joseph of Alexandria, Virginia Launches Scholarship for Future Finance Leaders
January 19, 2026
Alexandria, Virginia--(Newsfile Corp. - January 19, 2026) - A new scholarship initiative aimed at supporting the next generation of finance...
Via
Newsfile
Morgan Stanley Reports Fourth Quarter and Full Year 2025 Earnings Results
January 15, 2026
From
Morgan Stanley
Via
Business Wire
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