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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
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
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Morgan Stanley
(NY:
MS
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215.13
-1.20 (-0.55%)
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Updated: 3:32 PM EDT, Aug 10, 2026
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InvestorNewsBreaks – Tonix Pharmaceuticals Holding Corp. (NASDAQ: TNXP) to Participate in August, September Investor Conferences
August 05, 2026
Via
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Bobby Garon, Naples, Florida Finance and Insurance Professional, Launches Personal Website at bobbygaron.com
July 29, 2026
July 29, 2026 -- Bobby Garon, a Naples, Florida-based finance and insurance professional, has launched his official personal website at bobbygaron.com. The site showcases his expertise in financial...
Via
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July 28, 2026
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July 13, 2026
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Morgan Stanley Infrastructure Partners Enters Into Agreement to Acquire Majority Stake in Nicollin Environnement
July 10, 2026
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July 08, 2026
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Devrim: A Capital Markets Expert Bridging Traditional Finance and the Digital Asset Era
July 05, 2026
As global capital markets are being reshaped by digital assets, artificial intelligence, and cross-market capital flows, the role of financial
Via
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Topics
Artificial Intelligence
Devrim Wins the Global Capital Markets & Digital Assets Leadership Award 2026
July 04, 2026
Recently, Devrim, a senior financial analyst from Turkey, was honored with the Global Capital Markets & Digital Assets Leadership Award
Via
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Why Wall Street Watches Jefferies’ Earnings Reports Closely
July 02, 2026
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YF Life Takes Center Stage at the 3rd Global Expansion Summit, Redefining Wealth Certainty in a Shifting World
June 30, 2026
Via
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Morgan Stanley Wealth Management Expands Access to Private Markets and Alternatives with PMAX - Balanced and PMAX - Growth Funds
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Morgan Stanley Announces a Dividend Increase of 15 Cents to $1.15 Per Share and the Reauthorization of a $20 Billion Multi-Year Common Equity Share Repurchase Program
June 24, 2026
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Morgan Stanley Bank, N.A. Receives Outstanding Rating for Community Reinvestment Initiatives
June 24, 2026
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ATLANTA COMMUNITY FOOD BANK RECEIVES GRANT FROM THE MORGAN STANLEY FOUNDATION TO SUPPORT CHILD AND FAMILY HUNGER RELIEF PROGRAMS IN ATLANTA AND NORTH GEORGIA
June 17, 2026
June 17, 2026 --
Via
24-7 Press Release
Morgan Stanley Real Estate Investing Acquires Metra Living from L&Q in Partnership with Ridgeback Group for £1.045 Billion
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Morgan Stanley Partners with Galaxy to Expand Access to Crypto Lending
June 16, 2026
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Morgan Stanley Partners with Galaxy to Expand Access to Crypto Lending
June 16, 2026
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Morgan Stanley Real Estate Investing Acquires Mission-Critical Defense Manufacturing Facility in Greater Boston
June 11, 2026
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Financial Industry Leaders Gather in Chicago to Tackle Women's Leadership, Wealth, and Workforce Challenges
June 10, 2026
June 10, 2026 -- The Women in Investment Network (WIIN) Conference will bring together advisors, executives, and future industry leaders for two days of education, networking, and solutions-focused...
Via
24-7 Press Release
Ruslan Averin publishes equity assessments on UPS and UnitedHealth Group
June 07, 2026
Via
Press Release Distribution Service
Morgan Stanley Wealth Management and Galaxy Digital Announce Referral Capability for In-Kind Creation of Spot Crypto ETP Shares
June 05, 2026
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June 02, 2026
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Daniel Whitmore: A man who turns decision-making into a competitive advantage
May 30, 2026
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Ted Pick to Speak at the Annual Morgan Stanley U.S. Financials Conference
May 27, 2026
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