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home
about us
Investment Approach
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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
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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
Client Information
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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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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Oracle Corp
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Updated: 5:00 PM EST, Dec 24, 2025
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“Angus Sliders” Receives Esteemed Literary Titan Book Award, Cementing Its Place as a Standout Spy-Fi Thriller
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Oracle Corporation (ORCL) Investors Who Lost Money – Contact Law Offices of Howard G. Smith About Securities Fraud Investigation
December 12, 2025
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Securities Fraud Investigation Into Oracle Corporation (ORCL) Announced – Investors Who Lost Money Urged To Contact The Law Offices of Frank R. Cruz
December 12, 2025
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Securities Fraud Investigation Into Oracle Corporation (ORCL) Announced – Investors Who Lost Money Urged to Contact Glancy Prongay & Murray LLP, a Leading Securities Fraud Law Firm
December 11, 2025
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Love Oracle Reading Introduced by Madame Luna Gains Increased Online Attention
December 10, 2025
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Sorenson Appoints Kaj van de Loo as General Manager of Advanced Sign Technology
December 09, 2025
Salt Lake City, Utah--(Newsfile Corp. - December 9, 2025) - Sorenson announced today that Kaj van de Loo has joined...
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Oracle Hearing Center Elevates Hearing Care with Personalized, Comprehensive Audiology Services
December 04, 2025
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December 04, 2025
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The Oracle Legal Group – Helping Employers and Businesses Comply with Employment Regulations
December 03, 2025
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December 02, 2025
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Pioneer the Future of AP Automation: Statement Zen Seeks Beta Testers for AI-Powered Reconciliation Across 20+ Legacy ERPs – No Templates, No APIs, No Hassle
December 02, 2025
December 2, 2025 -- Share Your Toughest Statements for Free Access, Instant ROI, and Exclusive Partnership Perks – Help Shape the Tool That Ends Manual Month-End Misery
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November 27, 2025
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EZRA Card Produces Custom Playing Cards In Various Finished
November 25, 2025
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Oracle Advisory Unveils Critical Insights on Digital Security, Highlighting Urgency for Businesses
November 24, 2025
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TopSource Global Launches NetSuite Vendor Portal: Custom Drop-Ship Automation for Automotive E-commerce
November 24, 2025
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The Oracle Code™: Ancient Temple Wisdom Meets Modern Healing – One Woman’s Mission to Transform the Future of Spiritual Practice
November 21, 2025
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November 21, 2025
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November 20, 2025
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November 20, 2025
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November 14, 2025
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November 11, 2025
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Oracle Legal Group Expands Intellectual Property Legal Services to Protect Houston Businesses
November 10, 2025
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November 08, 2025
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