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home
about us
Investment Approach
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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
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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
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
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(TSX:
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73.39
+1.49 (+2.07%)
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Updated: 4:00 PM EST, Jan 2, 2026
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Brookfield Asset Management and Angel Oak to Enter into Strategic Partnership
April 01, 2025
From
Brookfield Asset Management Ltd
Via
GlobeNewswire
Brookfield Asset Management Completes Filing of U.S. Annual Disclosure Document
March 18, 2025
From
Brookfield Asset Management Ltd
Via
GlobeNewswire
Brookfield Closes Infrastructure Structured Solutions Fund
March 11, 2025
From
Brookfield Asset Management Ltd
Via
GlobeNewswire
Brookfield Asset Management Announces Record 2024 Results and 15% Dividend Increase
February 12, 2025
From
Brookfield Asset Management Ltd
Via
GlobeNewswire
Brookfield to Invest €20 billion in France’s AI Infrastructure
February 10, 2025
Investment in data centers and associated infrastructure to be delivered by 2030 led by Paris-headquartered Data4
From
Brookfield Asset Management Ltd
Via
GlobeNewswire
Brookfield Asset Management Closes Transaction to Broaden Shareholder Ownership and Enhance Index Eligibility
February 04, 2025
From
Brookfield Asset Management Ltd; Brookfield Corporation
Via
GlobeNewswire
Brookfield Completes Acquisition of Chemelex
February 03, 2025
From
Brookfield Business Partners
Via
GlobeNewswire
Brookfield Appoints Bruce Flatt as Chair of Brookfield Asset Management
January 16, 2025
Appointment comes as Mark Carney departs to enter Canadian Liberal Party leadership race
From
Brookfield Asset Management Ltd
Via
GlobeNewswire
Brookfield Asset Management to Host Fourth Quarter 2024 Results Conference Call
January 15, 2025
From
Brookfield Asset Management Ltd
Via
GlobeNewswire
Brookfield Asset Management Announces Renewal of Normal Course Issuer Bid
January 09, 2025
From
Brookfield Asset Management Ltd
Via
GlobeNewswire
Brookfield Asset Management Announces New Meeting Date For Special Meeting on Proposed Arrangement
December 27, 2024
From
Brookfield Asset Management Ltd
Via
GlobeNewswire
"Motley Fool Money" Looks Back at Financials Stocks in 2024
↗
December 23, 2024
It's been a banner year for banks. Even the worst performer among the big players is up 40% year-to-date.
Via
The Motley Fool
Brookfield Commits to Growing Investment in France
December 03, 2024
From
Brookfield Asset Management Ltd
Via
GlobeNewswire
Valley National Bank Closes on the Sale of Nearly $1 Billion of Commercial Real Estate Loans to Brookfield Asset Management
December 03, 2024
From
Valley National Bank
Via
GlobeNewswire
Brookfield Asset Management to Present at the Goldman Sachs 2024 US Financial Services Conference
December 03, 2024
From
Brookfield Asset Management Ltd
Via
GlobeNewswire
Brookfield Asset Management Shareholder Meeting
December 02, 2024
From
Brookfield Asset Management Ltd
Via
GlobeNewswire
Brookfield Corporation Receives Exemptive Relief from the Ontario Securities Commission
November 20, 2024
From
Brookfield Corporation
Via
GlobeNewswire
TVA Enters 10-year Power Purchase Agreement with Argo and Brookfield’s Smoky Mountain Hydro Facilities
November 19, 2024
From
Argo Infrastructure Partners, LP and Brookfield Asset Management Ltd.
Via
Business Wire
TerraForm Power Names Mark Noyes as CEO
November 19, 2024
From
TerraForm Power Operating, LLC
Via
GlobeNewswire
Brookfield Asset Management Announces Record Third Quarter Results
November 04, 2024
From
Brookfield Asset Management Ltd
Via
GlobeNewswire
Brookfield Announces Steps to Enhance Corporate Structure and Broaden Shareholder Ownership of Brookfield Asset Management
October 31, 2024
BAM Shareholders to Vote at a Special Meeting to Be Held on December 20, 2024
From
Brookfield Corporation; Brookfield Asset Management Ltd
Via
GlobeNewswire
Brookfield Acquires Share of Four UK Offshore Wind Farms from Ørsted
October 30, 2024
From
Brookfield Renewable Partners L.P.
Via
GlobeNewswire
Brookfield Asset Management to Host Third Quarter 2024 Results Conference Call
October 09, 2024
From
Brookfield Asset Management Ltd
Via
GlobeNewswire
GCM Grosvenor’s Infrastructure Advantage Strategy Acquires Equity Interest in Brookfield’s Shepherds Flat
September 24, 2024
From
GCM Grosvenor
Via
GlobeNewswire
Brookfield Oaktree Wealth Solutions Survey Highlights Investor Demand for Alternative Investments and Critical Role of Financial Advisors
October 08, 2024
New data from “The Alts Institute” provides key insights into the value of alternatives in end investor portfolios
From
Brookfield Asset Management Ltd
Via
GlobeNewswire
Brookfield Raises $2.4 billion for Catalytic Transition Fund Supported by Anchor Commitment from ALTÉRRA
September 23, 2024
From
Brookfield Asset Management Ltd
Via
GlobeNewswire
Brookfield Asset Management and Brookfield Corporation to Host Investor Day on September 10, 2024
September 09, 2024
From
Brookfield Corporation; Brookfield Asset Management Ltd.
Via
GlobeNewswire
Brookfield Asset Management Announces Strong Second Quarter
August 07, 2024
From
Brookfield Asset Management Ltd
Via
GlobeNewswire
Brookfield Asset Management Ltd. Sets Second Quarter 2024 Results Conference Call
July 09, 2024
From
Brookfield Asset Management Ltd
Via
GlobeNewswire
Brookfield Opens Fundraising for Catalytic Transition Fund with Anchor Commitment from ALTÉRRA Targeted to Raise up to $5 billion to Scale Up Climate Finance in Emerging Markets
June 13, 2024
From
Brookfield Asset Management Ltd
Via
GlobeNewswire
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