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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
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Capital One Financial
(NY:
COF
)
248.27
+0.67 (+0.27%)
Official Closing Price
Updated: 5:00 PM EST, Dec 24, 2025
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Lear Capital Featured in The Best Gold IRA Companies List of IRAEmpire for Gold IRA Rollover 2026
December 22, 2025
New York, New York--(Newsfile Corp. - December 22, 2025) - Lear Capital, one of the nation's most trusted names in...
Via
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Capital One Financial Corporation to Webcast Conference Call on Fourth Quarter 2025 Earnings
December 19, 2025
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Lear Capital Silver IRA: A Silver-Based Retirement Account Option
December 18, 2025
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PCA Global Ventures to Host Dr. Jennifer Jones Bryant for Upcoming EmpowHER Global Women’s Forum
November 12, 2025
Via
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Capital One Announces Quarterly Dividend
November 04, 2025
From
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Capital One, Capital One Foundation, and Lever for Change Announce $25M Open Call to Expand Pathways to Homeownership
October 29, 2025
From
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Business Wire
Capital One Reports Third Quarter 2025 Net Income of $3.2 billion, or $4.83 per share
October 21, 2025
From
Capital One Financial Corporation
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Business Wire
Stable, Secured, and Profitable: Verus Capital Reports Record Quarterly Return to Investors
October 08, 2025
Via
Press Release Distribution Service
Capital One Financial Corporation to Webcast Conference Call on Third Quarter 2025 Earnings
September 26, 2025
From
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Business Wire
Coupert Global Review Highlights Top Coupon and Cashback Apps for Smarter Shopping
September 24, 2025
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Grab Chris Young 2025 Concert Tickets Online – Save with CITY10 at CapitalCityTickets.com for All Levels of Seating
September 21, 2025
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Peapack Private Bank & Trust Expands Equipment Finance and Leasing Capabilities
September 12, 2025
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Peapack Private Bank & Trust Expands Equipment Finance and Leasing Capabilities
September 12, 2025
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Mike Calvert Toyota Launches Expanded Financing Services, Empowering Houston Car Buyers with Greater Flexibility & Online Access
August 20, 2025
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Mike Calvert Toyota Launches Expanded Financing Services, Empowering Houston Car Buyers with Greater Flexibility & Online Access
August 18, 2025
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CAPITAL ONE INVESTIGATION INITIATED by Former Louisiana Attorney General: Kahn Swick & Foti, LLC Investigates the Officers and Directors of Capital One Financial Corporation - COF
August 18, 2025
From
Kahn Swick & Foti, LLC
Via
Business Wire
MCA Reduction Announces Debt Management & Lender Negotiation Services For SMBs
August 17, 2025
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DEALISM Launches World’s First AI Agent Designed to Empower Individual Sales Professionals for WhatsApp Business
August 15, 2025
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Mastering Business And Finance Strategies For Success
August 13, 2025
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How Rob Harrison Is Sculpting Playa del Carmen Into Mexico’s Fitness Capital, One Workout at a Time
August 11, 2025
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Atlantic City DFY Content Marketing For Small Business Organic Traffic, Update
August 01, 2025
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Capital One Announces Quarterly Dividend
July 29, 2025
From
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Business Wire
Capital One 360 Money Market Account Holders Have Opportunity to Join Improper Interest Investigation with the Schall Law Firm
July 28, 2025
From
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Business Wire
Capital One 360 Money Market Account Holders Have Opportunity to Join Improper Interest Investigation with the Schall Law Firm
July 24, 2025
From
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Business Wire
Capital One Reports Second Quarter 2025 Net Loss of $4.3 Billion, or $(8.58) Per Share
July 22, 2025
From
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Business Wire
“Godmother of Transformation” Marcia Martin Reveals the Remarkable Untold Story of est and the Human Potential Movement in Groundbreaking New Memoir
July 21, 2025
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“Godmother of Transformation” Marcia Martin Reveals the Remarkable Untold Story of est and the Human Potential Movement in Groundbreaking New Memoir
July 20, 2025
First-ever insider account from one of Werner Erhard's most trusted lieutenants - not only shares the brilliance and miracles, but also lays bare the previously unrevealed experiences behind the...
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Authority Press Wire
CAPITAL ONE INVESTIGATION INITIATED by Former Louisiana Attorney General: Kahn Swick & Foti, LLC Investigates the Officers and Directors of Capital One Financial Corporation - COF
July 18, 2025
From
Kahn Swick & Foti, LLC
Via
Business Wire
Accountancy Capital Announces Major Expansion of Financial Controller Recruitment Services Across the UK and London
July 07, 2025
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Join the Nation of Lifesavers at the 2025 MLB All-Star Game
July 07, 2025
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