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home
about us
Investment Approach
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Market Analysis Summary
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Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
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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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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
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Brookfield Asset Management
(NY:
BAM
)
53.13
UNCHANGED
Streaming Delayed Price
Updated: 7:00 PM EST, Dec 23, 2025
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Press Releases about Brookfield Asset Management
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Brookfield’s 2026 Investment Outlook: A Defining Moment for Global Markets
December 16, 2025
The new winners are those that focus on fundamentals, creating one of the most defining investment periods in decades
From
Brookfield Asset Management Ltd
Via
GlobeNewswire
Brookfield and Qai Form $20 Billion Strategic Investment Partnership for AI Infrastructure
December 09, 2025
From
Brookfield Asset Management Ltd
Via
GlobeNewswire
DayOne Secures Up to €1 Billion Mezzanine Financing Facility to Accelerate Finland Platform and Global Expansion
December 04, 2025
Anchored by Brookfield and a Global Sovereign Investor
From
DayOne Data Centers
Via
GlobeNewswire
Brookfield to Present at the Goldman Sachs U.S. Financial Services Conference
November 26, 2025
From
Brookfield Asset Management Ltd; Brookfield Corporation
Via
GlobeNewswire
Brookfield Launches $100 Billion AI Infrastructure Program
November 19, 2025
From
Brookfield Asset Management Ltd
Via
GlobeNewswire
Brookfield Asset Management Announces Pricing of $600 Million Notes Due 2030 and $400 Million Notes Due 2036
November 13, 2025
From
Brookfield Asset Management Ltd
Via
GlobeNewswire
Brookfield Asset Management Announces Record Third Quarter Results
November 07, 2025
From
Brookfield Asset Management Ltd
Via
GlobeNewswire
United States Government, Brookfield and Cameco Announce Transformational Partnership to Deliver Long-term Value Using Westinghouse Nuclear Reactor Technology
October 28, 2025
From
Brookfield Asset Management Ltd
Via
GlobeNewswire
Scout Clean Energy and Partners Hold Blade Signing Ceremony for Nimbus Wind Farm
October 24, 2025
Project Stakeholders Celebrate as Construction on Nimbus Pushes Forward
From
Scout Clean Energy
Via
GlobeNewswire
Brookfield Launches New Private Equity Evergreen Fund Structure in Canada
October 22, 2025
From
Brookfield Asset Management Ltd
Via
GlobeNewswire
California Resources Corporation Breaks Ground on California’s First Carbon Capture and Storage Project
October 16, 2025
Groundbreaking for Carbon TerraVault I Marks Major Milestone in California’s Clean Energy Future
From
California Resources Corporation
Via
GlobeNewswire
Brookfield to Acquire Remaining Interest in Oaktree
October 13, 2025
From
Brookfield Asset Management Ltd; Brookfield Corporation
Via
GlobeNewswire
Brookfield and Bloom Energy Announce $5 Billion Strategic AI Infrastructure Partnership
October 13, 2025
From
Bloom Energy
Via
Business Wire
Brookfield Asset Management to Host Third Quarter 2025 Results Conference Call
October 08, 2025
From
Brookfield Asset Management Ltd
Via
GlobeNewswire
Brookfield Raises $20 billion for Record Transition Fund
October 07, 2025
From
Brookfield Asset Management Ltd
Via
GlobeNewswire
Brookfield and Angel Oak Complete Strategic Partnership Transaction
October 02, 2025
From
Brookfield Asset Management Ltd
Via
GlobeNewswire
Brookfield Holds $4B+ First Close for Fourth Global Infrastructure Debt Fund
October 01, 2025
From
Brookfield Asset Management Ltd
Via
GlobeNewswire
Brookfield to Host Investor Day on September 10, 2025
September 09, 2025
From
Brookfield Corporation; Brookfield Asset Management Ltd
Via
GlobeNewswire
Brookfield Asset Management Announces Pricing of $750 Million Notes Due 2055
September 04, 2025
From
Brookfield Asset Management Ltd
Via
GlobeNewswire
Brookfield Asset Management Announces Strong Second Quarter Results
August 06, 2025
From
Brookfield Asset Management Ltd
Via
GlobeNewswire
Brookfield and Google Sign Hydro Framework Agreement to Deliver up to 3,000 MW of Homegrown Energy in the United States
July 15, 2025
From
Brookfield Asset Management Ltd; Brookfield Renewable Partners L.P.
Via
GlobeNewswire
Brookfield Asset Management to Host Second Quarter 2025 Results Conference Call
July 14, 2025
From
Brookfield Asset Management Ltd
Via
GlobeNewswire
Brookfield To Advance AI Infrastructure in Sweden Through SEK 95 Billion Investment
June 04, 2025
From
Brookfield Asset Management Ltd
Via
GlobeNewswire
Brookfield’s TerraForm Power Accelerates U.S. Development with Acquisition of Sun Tribe Development
May 15, 2025
From
TerraForm Power Operating, LLC
Via
GlobeNewswire
Brookfield Asset Management Announces Record First Quarter Results
May 06, 2025
From
Brookfield Asset Management Ltd
Via
GlobeNewswire
Brookfield Asset Management Announces Results of Annual Meeting of Shareholders
May 05, 2025
From
Brookfield Asset Management Ltd
Via
GlobeNewswire
Brookfield Asset Management Announces Pricing of Inaugural Offering of Senior Notes
April 22, 2025
From
Brookfield Asset Management Ltd
Via
GlobeNewswire
Alper Daglioglu Joins Brookfield as Head of Investment Solutions Group
April 17, 2025
Newly formed Group to provide clients with multi-asset solutions
From
Brookfield Asset Management Ltd
Via
GlobeNewswire
Brookfield Asset Management to Host First Quarter 2025 Results Conference Call
April 07, 2025
From
Brookfield Asset Management Ltd
Via
GlobeNewswire
Brookfield Asset Management and Angel Oak to Enter into Strategic Partnership
April 01, 2025
From
Brookfield Asset Management Ltd
Via
GlobeNewswire
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