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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
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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
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Event Schedule
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Event Schedule
Total Asset Fund (TAF sm) Presentation
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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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Powerledger Achieves Sustainability Partner designation in the Google Cloud Partner Advantage Program
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Ilika CEO highlights strong 2024 financial performance and key developments
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Ilika CEO discusses £3.4 million capital raise to fund development of Goliath solid-state batteries
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May 06, 2024
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April 29, 2024
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April 29, 2024
Ilika PLC (AIM:IKA, OTCQX:ILIKF) CEO Graeme Purdy tells Proactive's Stephen Gunnion that Agratas, Tata Group’s battery business, has joined the SiSTEM project which aims to build a 1.5MWh solid-state...
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April 23, 2024
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Stanislav Kondrashov Telf AG: the Dutch industrial giant is on the verge of an environmental disaster
February 27, 2024
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January 04, 2024
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Green Mining Market Will Hit Big Revenues in Future : Anglo American, Rio Tinto, Glencore
December 06, 2023
Stay up-to-date with Green Mining Market research offered by AMA Research. Check how key trends and emerging drivers are shaping this industry growth.
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Hydrogen Car Market to See Huge Growth : Toyota, Riversimple, General Motors
December 06, 2023
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How Content Whale is Shaping the Future of Content Writing Services in the AI Era
December 06, 2023
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Ukrainian Art Shining Bright in NYC: “Diamond Jam” Illuminates Soho’s Art Scene
November 22, 2023
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Reuters Events Webinar: Self-Driving a Sustainable & Profitable Mobility Model
November 07, 2023
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K-12 Education Technology Spend Market Is Booming Worldwide : Blackboard, Cengage Learning, Educomp Solutions, Next Education
October 27, 2023
K-12 Education Technology Spend Comprehensive Study by Type (Educational PC, Interactive displays, Classroom wearables), Application (Pre-Primary School, Primary School, Middle School, High School,...
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A Comprehensive Study Exploring Ecological Agriculture Market : Provivi, Bayer, ECOCERT
October 19, 2023
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Digital Transformation Strategy Consulting Market May See a Big Move : DXC Technology, KPMG, PricewaterhouseCoopers, Infosys
October 10, 2023
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Electric Vehicles Market Is Booming Worldwide : Hyundai Motor, Delphi Automotive, Volkswagen, Panasonic
October 10, 2023
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Luxury E Commerce Market Is Booming Worldwide : NNNOW.com, Darveys, Tata CliQ Luxury, Nykaa.com, Net-a-Porter
October 05, 2023
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Hydrogen Car Market to See Booming Business Sentiments : Riversimple, Tata Motors, BAIC Group
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Product Engineering Services Market May See a Big Move : Happiest Minds, Accenture, HARMAN
September 25, 2023
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Luxury Electric Vehicle Market Will Hit Big Revenues in Future : Nissan, Lucid, Tesla, Volvo
September 21, 2023
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Out of Home Tea Market to See Competition Rise : Unilever Group, Tata Global Beverages, Associated British Foods
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September 15, 2023
Stay up to date with Out of Home Tea Market research offered by HTF MI. Check how key trends and emerging drivers are shaping this industry growth.
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Internet Banking Market to Witness Massive Growth by 2029 : Fiserv, Oracle, Microsoft
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September 07, 2023
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Utility Trucks Market May Set Epic Growth Story : AB Volvo, BYD Motors, Daimler AG
August 24, 2023
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Cyber Security Testing Market to See Huge Growth : IBM, Broadcom, Capgemini
August 17, 2023
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Defence Vehicle Market Next Big Thing : Major Giants Rheinmetall AG, UralVagonZavod, Ukroboronprom, Norinco, Textron
August 16, 2023
Defence Vehicle Market Challenges
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Solar Home Lighting Market Giants Spending Is Going to Boom : Panasonic, Phillips, Solarcentury
August 08, 2023
Stay up-to-date with Solar Home Lighting Market research offered by AMA Research. Check how key trends and emerging drivers are shaping this industry growth.
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