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home
about us
Investment Approach
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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
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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)
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Investing During Uncertain Times
Read FULL Seminar Here
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PNC Financial Services
(NY:
PNC
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213.80
+0.32 (+0.15%)
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Updated: 10:08 AM EST, Dec 26, 2025
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The Great Timing Debate: Should I Claim Social Security Early or Late?
December 08, 2025
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‘True Love’ in For Pricey Holiday Shopping Season According to Data
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Palladium USA Announces Grand Opening of Palladium Oak Grove, a $58 Million Apartment Community in Fort Worth, TX
November 17, 2025
November 17, 2025 -- Palladium USA celebrated the grand opening of Palladium Oak Grove, a 240-home apartment community in Fort Worth located at 932 Oak Grove Road.
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Extend and PNC Bank Collaborate to Modernize Commercial Card Payments for Businesses
November 10, 2025
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Voyageur Pharmaceuticals Ltd. Strengthens Board of Directors with Seasoned Financial Executive Virginia Alling to Drive U.S. Market Expansion
November 07, 2025
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October 30, 2025
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PNC Bank Expands Use of Automation from Dark Matter Technologies to Advance Mortgage and Home Equity Innovation
October 21, 2025
JACKSONVILLE, Fla., Oct. 21, 2025 (SEND2PRESS NEWSWIRE) -- Dark Matter Technologies (Dark Matter®), an innovative leader in mortgage technology, today announced that PNC Bank, part of the PNC Financial...
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September 10, 2025
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21 Events Presents: The Puerto Rico Day at The Ballpark at Major League Stadiums
August 18, 2025
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News Direct
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August 10, 2025
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21 Events Presents: The Puerto Rico Day at The Ballpark at Major League Stadiums
July 31, 2025
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Best Deals on 2025 Junior H Tickets at CapitalCityTickets.com with Promo Code CITY10 – All Levels of Seating on Sale for Less
July 31, 2025
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The Boulder Group Arranges Sale of Net Leased Raising Cane’s Property at a Record Cap Rate in Illinois
July 25, 2025
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The Boulder Group Arranges Sale of Net Leased ALDI in Mobile, AL
July 17, 2025
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June 30, 2025
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2025 Big Time Rush Tour: Cheap Tickets with CITY10 Online at CapitalCityTickets.com – Lawn Seats, Club Seats, PIT and Reserved Seats Available
June 30, 2025
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Paul F. Diamond, CFA, CFP Joins the Wealth Division of Peapack Private
June 23, 2025
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Paul F. Diamond, CFA, CFP Joins the Wealth Division of Peapack Private
June 23, 2025
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Score Cheap Pittsburgh Pirates Baseball Tickets for 2025 – Use Promo Code CITY10 at CapitalCityTickets.com – All Seating Options Available
May 20, 2025
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Kansas teen recognized as national champion for heart health
May 15, 2025
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California chief nurse officer recognized as national champion for women s health
May 14, 2025
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Free webinar can help women take the stress out of planning for their financial health
May 13, 2025
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TIME names Nancy Brown to list of the most influential people in global health
May 08, 2025
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Secure your future and maximize impact: Free webinar on charitable giving strategies
March 05, 2025
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Fintech expert Martha Underwood on wealth-transfer strategies, resilience and creativity
February 25, 2025
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7 schools awarded financial grants to fuel student well-being
January 23, 2025
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Bay Area community leader champions CPR education and heart health on national platform
January 13, 2025
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The Boulder Group Arranges Sale of Net Leased Goodwill in the West Palm Beach MSA
December 17, 2024
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Christmas Price Index 2024 Reflects Wage Growth and Rising Service Prices
December 04, 2024
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Susan Wooley: Revolutionizing the Automotive and PNC Landscape with Over 20 Years of Expertise
October 18, 2024
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AB Newswire
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