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TSL's Turnkey Operation Platform
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home
about us
Investment Approach
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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
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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)
TAF® Program
Services, Fees and Compensation
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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Event Schedule
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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
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ServiceTitan, Inc. - Class A Common Stock
(NQ:
TTAN
)
60.33
-1.79 (-2.87%)
Streaming Delayed Price
Updated: 9:42 AM EDT, Apr 9, 2026
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Press Releases about ServiceTitan, Inc. - Class A Common Stock
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ServiceTitan Report Finds 74% of Residential Contractors See AI as Key to Efficiency as Industry Shifts Toward Execution-Led Growth
April 07, 2026
Early AI Adopters Report Gains in Productivity and Time Savings as Contractors Prioritize Efficiency Over Volume
From
ServiceTitan
Via
GlobeNewswire
New Research Reveals Busy Is Not the Same as Profitable for Commercial Landscaping Contractors in 2026
April 07, 2026
Aspire’s 2026 Technology Trends Report Finds Integrated Platforms Help Contractors Improve Margins, Operate More Efficiently, and Save Up to 20 Hours per Week
From
ServiceTitan
Via
GlobeNewswire
Best Choice Roofing Surpasses One Billion Shingles Installed, Accelerates National Growth with ServiceTitan
March 31, 2026
National Roofing Leader Standardizes Operations Across More Than 80 Locations While Investing in AI and Enterprise Technology to Define the Industry’s Future
From
ServiceTitan
Via
GlobeNewswire
ServiceTitan Report Finds AI Adoption More Than Doubles Among Commercial Contractors as Firms Turn to Technology to Navigate Cost Pressures
March 30, 2026
Nearly 40% of contractors report measurable AI impact, up from 17% in 2025, signaling a shift toward technology-driven operations
From
ServiceTitan
Via
GlobeNewswire
Visterra Landscape Group Accelerates Multi-State Expansion with Aspire Software
March 17, 2026
Leading Commercial Landscape Provider Standardizes Operations Across 14 States
From
ServiceTitan
Via
GlobeNewswire
SPS PoolCare Expands Enterprise Technology Platform with ServiceTitan to Power Next Phase of Growth
March 17, 2026
SPS’s Recent Acquisition of Pool Troopers Accelerates Company’s Investment in Scaled Infrastructure with ServiceTitan Powering Over 30 Branch Locations Across Five States and Standardizing Operations...
From
ServiceTitan
Via
GlobeNewswire
Vertex Achieves Remarkable Growth, Sets New Industry Standard with ServiceTitan
March 12, 2026
Roofing Innovator Propels to Over $600M in Revenue with 30 Acquisitions in Three Years, Leveraging ServiceTitan’s Enterprise-Grade Platform
From
ServiceTitan
Via
GlobeNewswire
ServiceTitan Appoints Abhishek Mathur as Chief Technology and Product Officer
March 12, 2026
Technology and Engineering Veteran Joins ServiceTitan to Lead AI-First Innovation and Product Strategy for the Trades Industry
From
ServiceTitan
Via
GlobeNewswire
ServiceTitan Announces Fiscal Fourth Quarter and Full Fiscal Year 2026 Financial Results
March 12, 2026
From
ServiceTitan
Via
GlobeNewswire
ServiceTitan to Announce Fiscal Fourth Quarter and Full Year Fiscal 2026 Financial Results on March 12, 2026
February 05, 2026
From
ServiceTitan
Via
GlobeNewswire
ServiceTitan Report Finds 75% of Roofing and Exteriors Contractors Expect Revenue Growth in 2026 Despite Tighter Margins
January 14, 2026
Roofing & Exteriors Contractors Are Doubling Down on Efficiency to Cut Costs, but with 79% Not Using AI or External LLMs, A Key Link in Their Strategy is Missing
From
ServiceTitan
Via
GlobeNewswire
Southern Home Services Leading AI Adoption in the Trades By Harnessing the Power of ServiceTitan to Unlock Automation and Fuel Growth
January 13, 2026
Southern Becomes the First Enterprise-Scale Customer to Adopt ServiceTitan’s Max Program, Providing End-to-End Automation With the Full Suite of ServiceTitan’s Pro Products
From
ServiceTitan
Via
GlobeNewswire
ServiceTitan Introduces AP Automation and Expands Fintech Suite to Modernize Contractor Financial Workflows
January 08, 2026
From Automated Accounts Payable to Faster Payments in the Field, ServiceTitan Simplifies Contractor Financial Operations
From
ServiceTitan
Via
GlobeNewswire
Azureon Selects ServiceTitan as Core Technology Platform to Modernize Pool Construction and Service Operations to Scale End-to-End Management
December 22, 2025
From
ServiceTitan
Via
GlobeNewswire
Majority of Contractors Are Already Seeing Increased Efficiency From AI Adoption, ServiceTitan Industry Report Reveals
December 16, 2025
Contractors Favor Frictionless Tools—59% of Survey Respondents Using AI Adopt AI Features Already Built into the Software They Use Every Day
From
ServiceTitan
Via
GlobeNewswire
ServiceTitan Honors Contractors Powering the Nation with Second Annual Day of the Trades
December 12, 2025
ServiceTitan Celebrates Customer-Led Community Impact Projects Across the Country as Part of its “Power the Nation” Campaign
From
ServiceTitan
Via
GlobeNewswire
TIMEPROOFUSA and Master Roofing Solutions Select ServiceTitan to Power Nationwide Roofing Expansion
December 04, 2025
ServiceTitan Will Serve as the Technology Backbone for Two Rapidly Expanding Commercial and Residential Roofing Companies, Enabling Rapid and Scalable Nationwide Growth
From
ServiceTitan
Via
GlobeNewswire
ServiceTitan Announces Fiscal Third Quarter Financial Results
December 04, 2025
From
ServiceTitan
Via
GlobeNewswire
ServiceTitan to Announce Fiscal Third Quarter 2026 Financial Results on December 4, 2025
November 06, 2025
From
ServiceTitan
Via
GlobeNewswire
FieldRoutes Showcases Continued Customer Growth and Future Vision at PestWorld 2025
October 15, 2025
From
ServiceTitan
Via
GlobeNewswire
ServiceTitan Announces Strategic Partnership with Galaxy Service Partners
October 14, 2025
From
ServiceTitan
Via
GlobeNewswire
New Aspire Software Data Shows Commercial Landscape Contractors Focus on Client Retention, Operational Efficiency, and Smarter Tech Investments
October 07, 2025
From
ServiceTitan
Via
GlobeNewswire
ServiceTitan Expands Workforce Development Opportunities Through Path to Pro Program
October 07, 2025
New Initiative Connects Contractors with Talent, Addressing the Skilled Trades Labor Gap Nationwide
From
ServiceTitan
Via
GlobeNewswire
Majority of Homeowners Expect Personalized, Digital, and Flexible Experiences in New Consumer Trends Report from ServiceTitan, Synchrony, and Visa
September 30, 2025
Contractors must adapt to rising expectations around convenience, payment options, and brand trust to win and retain business
From
ServiceTitan
Via
GlobeNewswire
ServiceTitan’s Commercial Sales and Marketing Report Reveals AI-Enabled CRMs Drive New Leads and Revenue Growth
September 30, 2025
From
ServiceTitan
Via
GlobeNewswire
ServiceTitan and Verisk Team Up to Bring Xactimate® to New Roofing and Exterior Contractors
September 25, 2025
From
ServiceTitan
Via
GlobeNewswire
ServiceTitan Unveils Major Product Expansions Across AI, Financial Tools, Construction, and CRM at Pantheon 2025
September 24, 2025
From
ServiceTitan
Via
GlobeNewswire
ServiceTitan to Empower HVAC Contractors with Acquisition of Conduit Tech
September 18, 2025
From
ServiceTitan
Via
GlobeNewswire
ServiceTitan Introducing the Next Evolution of AI at Pantheon 2025 Keynote Sessions
September 18, 2025
New Atlas Interface and Expanding Suite of AI-Powered Tools Can Fully Automate Jobs, Elevate Customer Service, and Fuel Business Growth
From
ServiceTitan
Via
GlobeNewswire
Aspire Software and FieldRoutes Kick Off Ignite 2025
September 15, 2025
From
ServiceTitan
Via
GlobeNewswire
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