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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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Updated: 1:00 PM EST, Dec 24, 2025
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Press Releases about Nasdaq OMX Group
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Nasdaq AxiomSL Expands RegTech Deployment with Revolut, Accelerating Global Growth
November 26, 2025
Integrated regulatory reporting and risk platform to support Revolut’s expanding global footprint
From
Nasdaq, Inc.
Via
GlobeNewswire
Nasdaq Embeds Innovative AI Capabilities Within its Surveillance Platform
October 16, 2025
Capital Markets Authority of Saudi Arabia achieved 80% pump-and-dump detection accuracy during eight-month pilot
From
Nasdaq, Inc.
Via
GlobeNewswire
Nasdaq and AWS to Advance Capital Markets and Banking Infrastructure Across the Financial System
September 25, 2025
Strategic cloud deployment of Nasdaq Calypso on AWS will empower institutions to modernize end-to-end infrastructure, enhance resilience and unlock innovation at scale
From
Nasdaq, Inc.
Via
GlobeNewswire
Puro.earth Secures €11 M Series B Financing Led by Nasdaq with Participation from Fortum Innovation & Venturing to strengthen its supplier infrastructure
September 04, 2025
Strategic financing supports Puro.earth initiatives to accelerate carbon removal at scale
From
Nasdaq, Inc.
Via
GlobeNewswire
Nasdaq and QCP Set New Standard of Capital Efficiency by Connecting Canton Network to Nasdaq Calypso
June 26, 2025
Use case demonstrates the ability to enhance institutional risk management by integrating on-chain capabilities
From
Nasdaq, Inc.
Via
GlobeNewswire
Philippine Stock Exchange Adopts Nasdaq Eqlipse Trading to Enhance Market Infrastructure
May 22, 2025
From
Nasdaq, Inc.
Via
GlobeNewswire
The Stock Exchange of Thailand Expands Strategic Partnership with Nasdaq to Modernize Capital Market Ecosystem
May 13, 2025
SET to Advance Capital Market Infrastructure with Nasdaq’s Risk and Surveillance Technology
From
Nasdaq, Inc.; Stock Exchange of Thailand
Via
GlobeNewswire
Nasdaq and AWS Unlock New Era of Growth for Global Capital Markets with Next Generation Infrastructure Solutions
April 24, 2025
From
Nasdaq, Inc.
Via
GlobeNewswire
Nasdaq and nuam Strengthen Technology Partnership to Drive Capital Market Integration in Latin America
March 18, 2025
From
Nasdaq, Inc.
Via
GlobeNewswire
Austria’s Regulatory Reporting Infrastructure to Move to the Cloud with Nasdaq AxiomSL
February 27, 2025
From
Nasdaq, Inc.
Via
GlobeNewswire
Novobanco Expands Technology Partnership with Nasdaq Calypso to Simplify its Capital Market Operations
January 15, 2025
From
Nasdaq, Inc.
Via
GlobeNewswire
Nasdaq Study Shows Firms Turning to AI and Data Scientists to Enhance Regulatory Compliance
December 03, 2024
From
Nasdaq, Inc.
Via
GlobeNewswire
Nasdaq Stockholm Streamlines Dual Listing Process for US-Listed Companies to access European markets
December 02, 2024
From
Nasdaq, Inc.
Via
GlobeNewswire
Nasdaq to Join the American Bankers Association’s Partner Network as a Premier Partner
October 28, 2024
From
Nasdaq
Via
Business Wire
Nasdaq Integrates AI to Simplify and Accelerate Bank and Insurance Risk Calculations
October 17, 2024
From
Nasdaq, Inc.
Via
GlobeNewswire
Nasdaq Rises to 5th in RiskTech100 Global Ranking Following Launch of Financial Technology Division
October 10, 2024
From
Nasdaq, Inc.
Via
GlobeNewswire
Nasdaq Launches PureStream in Europe – A new tool for trajectory trading
October 08, 2024
From
Nasdaq, Inc.
Via
GlobeNewswire
Nasdaq Verafin Announces Targeted Typology Analytics — An Innovative Approach to Fighting Financial Crime
September 23, 2024
From
Nasdaq Verafin
Via
Business Wire
Nasdaq Expands Digital Bank FinTech Presence in Latin America
September 23, 2024
From
Nasdaq, Inc.
Via
GlobeNewswire
Argentina’s BYMA to Adopt Nasdaq’s Clearing Platform
September 19, 2024
From
Nasdaq, Inc.
Via
GlobeNewswire
Nasdaq and CF Benchmarks to Drive Development and Adoption of Digital Asset with New Index Options
August 27, 2024
Nasdaq® Bitcoin Index Options (XBTX) will track CME CF Bitcoin Real-Time Index, providing added transparency, accessibility and reliability to cryptocurrency ecosystem
From
Nasdaq, Inc.
Via
GlobeNewswire
Bitvavo Adopts Nasdaq Market Surveillance to Enhance Integrity of its Digital Asset Exchange
July 31, 2024
From
Nasdaq, Inc.
Via
GlobeNewswire
Indonesia Stock Exchange Partners with Nasdaq to Upgrade Market Infrastructure
June 17, 2024
From
Nasdaq, Inc.
Via
GlobeNewswire
Nasdaq and FIA Tech Partner to Reduce Complexity and Increase Resiliency of Post Trade Infrastructure
May 28, 2024
Nasdaq and FIA Tech will catapult efficient data sharing across the global post-trade industry
From
Nasdaq, Inc.
Via
GlobeNewswire
Verafin Enhances Financial Crime Management Solutions Suite with Launch of Entity Research Copilot — First of Its Integrated Copilot Capabilities
April 22, 2024
From
Verafin
Via
Business Wire
Nasdaq Launches Futures on the OMX Sweden Small Cap 30 ESG Responsible Index™
April 10, 2024
From
Nasdaq, Inc.
Via
GlobeNewswire
Nasdaq Study Shows Structural Reform Needed to Unlock Global Carbon Markets
March 27, 2024
From
Nasdaq, Inc.
Via
GlobeNewswire
Nasdaq Expands Bank and Broker-Dealer Risk Platform into Asia
February 12, 2024
From
Nasdaq, Inc.
Via
GlobeNewswire
Nasdaq Private Market Closes $62.4 Million Series B Financing, Led by Nasdaq, with New Investments from BNP Paribas, DRW Venture Capital, UBS, and Wells Fargo
February 08, 2024
Funding Will Allow the Company to Accelerate its Mission of Building Critical Trading, Settlement, and Data Infrastructure to Bring Efficiency and Transparency to the Private Markets
From
Nasdaq Private Market, LLC
Via
GlobeNewswire
Argentina’s CSD Caja de Valores Adopts Nasdaq Technology to Modernize the Country’s Post-Trade Infrastructure
January 11, 2024
From
Nasdaq, Inc.
Via
GlobeNewswire
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