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TSL's Turnkey Operation Platform
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Read FULL Seminar Here
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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
MARKET RESEARCH
Featured Quarterly Newsletter
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Visa
(NY:
V
)
318.79
-2.49 (-0.78%)
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Updated: 7:00 PM EDT, May 8, 2026
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Press Releases about Visa
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Fleet cards help businesses control fuel spending and improve cost visibility
May 09, 2026
Processing fuel reimbursements through expense reports is one of the fastest ways to lose track of where fleet dollars actually go. Receipts get lost, drivers round up, and the accounting team spends...
Via
PulseBulletin.com
Topics
Credit Cards
Energy
Steria Golden Visa Marks Fourteen Years Guiding International Investors Through Greek Residency Process
May 07, 2026
Via
Press Release Distribution Service
Topics
Bonds
Economy
LEE'S FAMOUS RECIPE CHICKEN LAUNCHES "ODE TO MOM" CONTEST FOR MOTHER'S DAY
May 06, 2026
May 6, 2026 -- Submit a heartfelt tribute for a chance to win $100, plus earn 4x rewards points all Weekend
Via
24-7 Press Release
How Subscription Businesses Can Cut Failed Payment Rates Below 2%
May 05, 2026
Via
Press Release Distribution Service
Topics
Credit Cards
Visa to Participate in Upcoming Investor Conferences
May 05, 2026
From
Visa Inc.
Via
Business Wire
Electronic Arts and Visa Team Up to Launch a Global, Multi-Year Partnership With EA SPORTS
May 04, 2026
From
Electronic Arts Inc.
Via
Business Wire
Payout Speed Is a Product Signal in Online Casinos
May 01, 2026
Payout speed is usually treated like a headline claim, but it tells readers something more useful than that. It shows how a platform thinks about the full payment journey, from method selection to...
Via
PulseBulletin.com
Young Naturopathic Center for Wellness Earns LegitScript Certification for Peptide, GLP-1 Safety
April 30, 2026
Via
Press Release Distribution Service
Nassau County Immigration Attorney Rajat Shankar Outlines the Five Eligibility Requirements for a T Visa in New York
April 29, 2026
Via
GetFeatured
Topics
Fraud
Immigration
Visa Accelerates Stablecoin Momentum: Adding Five Blockchains for Settlement
April 29, 2026
From
Visa Inc.
Via
Business Wire
Visa Announces Global Expansion of Agentic Ready Program
April 29, 2026
From
Visa Inc.
Via
Business Wire
eb3.work Highlights EB-3 Visa Program as Strategic Solution to Address Critical U.S. Workforce Shortages
April 28, 2026
Via
AB Newswire
Visa Fiscal Second Quarter 2026 Financial Results
April 28, 2026
From
Visa Inc.
Via
Business Wire
E-2 Visa Application Assistance: Foreign Investor Legal Advisory Expanded
April 28, 2026
Via
Press Release Distribution Service
Topics
Immigration
Best Areas to Buy Property in Dubai in 2026 for First-Time Investors
April 28, 2026
Via
GlobePRwire
Nassau County Immigration Attorney Rajat Shankar Explains How Labor Trafficking Victims in New York Can Pursue T Visa Protection
April 24, 2026
Via
GetFeatured
Topics
Fraud
Immigration
Abroad Mobility Selected for Web Summit Vancouver 2026 Alpha Startup Program
April 22, 2026
Via
PRLog
Topics
Immigration
Nassau County Immigration Attorney Rajat Shankar Outlines T Visa Eligibility for Trafficking Survivors in New York
April 20, 2026
Via
GetFeatured
Topics
Fraud
Immigration
Is Connect Beyond Legit? Filipino Workers Now Sponsored in Australia Have the Answer
April 18, 2026
Via
Press Release Distribution Service
Issa Compass Surpasses 100,000 Users, Scales AI-Powered Visa Platform Following Funding Round
April 15, 2026
Via
AB Newswire
Topics
Immigration
East Site Travel, 5 Stans Tour Remains Flagship Amid European Expansion
April 15, 2026
Via
GetFeatured
EB-2 NIW Visa Requirements: 2026 Employment-Based Immigration Guide Published
April 15, 2026
Via
Press Release Distribution Service
Topics
Immigration
Choosing Between Merchant Accounts and Payment Aggregators: A Guide for Growth
April 14, 2026
Via
AB Newswire
Topics
Economy
Fraud
Visa Launches Validator Node on Tempo Blockchain
April 14, 2026
From
Visa Inc.
Via
Business Wire
Own a Dubai Property for Just $1,250/Month – Here’s Why Global Investors Are Rushing to Buy in Dubai
April 13, 2026
Via
Get News
Visa Commences Exchange Offer for Class B-1 and Class B-2 Common Stock
April 13, 2026
From
Visa Inc.
Via
Business Wire
What is ITR Types of Income Tax Returns Explained with Eligibility Criteria
April 13, 2026
Via
GlobePRwire
Zero Fee Credit Card Processing Solutions for Retail: Program Announced
April 12, 2026
Via
Press Release Distribution Service
Topics
Credit Cards
Mitrade Review for Beginners: Demo Account, Fees & How It Works
April 10, 2026
01 Introduction If you've been curious about CFD trading but unsure where to start, Mitrade is one of the more beginner-friendly platforms on the Australian market. It's ASIC-regulated, charges zero...
Via
Visibility
Topics
ETFs
Energy
Stocks
Introducing Visa Business Plans — AI-Powered Plans Built for Immigration Success
April 10, 2026
Via
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Topics
Artificial Intelligence
Immigration
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