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TSL's Turnkey Operation Platform
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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
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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Amdocs Limited - Ordinary Shares
(NQ:
DOX
)
81.35
+1.05 (+1.31%)
Streaming Delayed Price
Updated: 1:00 PM EST, Dec 24, 2025
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Press Releases about Amdocs Limited - Ordinary Shares
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Amdocs Limited Files Fiscal 2025 Annual Report
December 15, 2025
Via
ACCESS Newswire
e& Selects Amdocs to Power Its Generative AI Experiences
December 09, 2025
Via
ACCESS Newswire
PLDT's Smart Goes Live with Amdocs connectX to Drive Gen Z Engagement, Debuts KiQ App
November 11, 2025
Via
ACCESS Newswire
Telia Finland Selects Amdocs to Build Next-Generation Digital BSS to Deliver Smarter Customer Experiences
November 11, 2025
Via
ACCESS Newswire
Vivo and Amdocs Sign Agreement to Modernize its Operations Support Systems
November 11, 2025
Via
ACCESS Newswire
Amdocs Expands Managed Services Agreement with Globe to Strengthen Network Operations
November 11, 2025
Via
ACCESS Newswire
Lumen Technologies Selects Amdocs to Support its Cloud Journey for Mission-Critical BSS Applications to Google Cloud Platform
November 11, 2025
Via
ACCESS Newswire
Amdocs Enters into Agreement with Fidium to Modernize IT Operations and Accelerate Digital Transformation
November 11, 2025
Via
ACCESS Newswire
Telefónica Germany Selects Amdocs to Deploy GenAI Use Cases and Extend its Billing Platform
November 11, 2025
Via
ACCESS Newswire
Amdocs Limited Reports Fourth Quarter Results for Fiscal 2025
November 11, 2025
Via
ACCESS Newswire
Amdocs Announces Managed Services Agreement Extension with PLDT and Smart to Accelerate IT Modernization
November 11, 2025
Via
ACCESS Newswire
Amdocs Announces First Quarter 2026 Investor Conference Schedule
October 09, 2025
Via
ACCESS Newswire
Amdocs Recognized as the #1 Pacesetter in Counterpoint Research's 2025 Entitlement Server Rankings, Highlighting Leadership in eSIM
September 18, 2025
Via
ACCESS Newswire
Optimum Signs Multi-Year Agreement with Amdocs to Support Their Business Modernization
September 10, 2025
Via
ACCESS Newswire
Amdocs Research: iPhone 17 Launch Opens a Loyalty Window: 61% Ready to Upgrade, 33% Open to Switching
September 08, 2025
Via
ACCESS Newswire
Telkom South Africa Successfully Modernizes its Legacy Business Support Systems with Amdocs’ Cloud-Native Customer Experience Suite
August 06, 2025
Via
ACCESS Newswire
A1 Macedonia Selects Amdocs to Modernize its Monetization Platforms
August 06, 2025
Via
ACCESS Newswire
Consumer Cellular Expands Strategic Collaboration with Amdocs to Accelerate AI-Driven MVNE Capabilities
August 06, 2025
Via
ACCESS Newswire
Amdocs Limited Reports Third Quarter Fiscal 2025 Results
August 06, 2025
Via
ACCESS Newswire
Amdocs Announces Q4F25 Investor Conference Schedule
July 08, 2025
Via
ACCESS Newswire
MobiFone Launches Saymee, a Gen Z-Focused Digital Brand, with Amdocs connectX
July 01, 2025
Via
ACCESS Newswire
From Generic to Verticalized: Amdocs Unveils a Standard for Skilled, Trustworthy Telco-Grade AI Agents
June 16, 2025
Via
ACCESS Newswire
DTW 2025: Amdocs Unveils MVNO&GO: A SaaS Platform to Accelerate Digital Connectivity for MVNOs
June 16, 2025
Via
ACCESS Newswire
PLDT and Smart Complete Significant Milestone in Cloud Modernization Project with Amdocs and Expand Engagement to Include Data Platforms Upgrade and Migration
June 11, 2025
Via
ACCESS Newswire
New Research from Amdocs Finds 80% of Business Leaders Believe They're Meeting Customer Expectations - Only 24% of Consumers Agree
June 10, 2025
Via
ACCESS Newswire
T-Mobile Czech Republic Completes Billing & Charging System Upgrade with Amdocs
May 07, 2025
Via
ACCESS Newswire
Singapore's M1 Collaborates with Amdocs to Manage Newly Delivered Cloud-Native Charging Platform
May 07, 2025
Via
ACCESS Newswire
Japan's NTT InfraNet Successfully Deploys Advanced, Cloud-Native Platform, and Migrates Workloads with Amdocs
May 07, 2025
Via
ACCESS Newswire
CKH Innovations Opportunities Development Selects Amdocs MarketONE to Enhance its Telco Group's Digital Service Offerings
May 07, 2025
Via
ACCESS Newswire
A1 Bulgaria Successfully Completes Major Platform Upgrade with Amdocs to Improve Customer Experience
May 07, 2025
Via
ACCESS Newswire
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