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home
about us
Investment Approach
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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
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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
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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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Dayforce Announces Dayforce Strategic Workforce Planning
November 13, 2024
New Dayforce solution to help streamline and enhance workforce planning through real-time, data-driven insights
From
Dayforce, Inc.
Via
GlobeNewswire
Dayforce Announces Dayforce AI Agents
November 13, 2024
New AI innovation to help Dayforce customers simplify and accelerate business processes across the full Dayforce suite
From
Dayforce, Inc.
Via
GlobeNewswire
15th Annual Dayforce Pulse of Talent Report: Leaders Face Balancing Act Between Culture and the Need for Efficiency and Agility
November 12, 2024
84% of executives, 81% of HR leaders surveyed said their company is actively engaged in improving culture, but less than half of workers agree
From
Dayforce, Inc.
Via
GlobeNewswire
Dayforce Elevates Partner Experience with Enhanced Dayforce Partner Network
November 11, 2024
Partner program evolution to accelerate growth opportunities and value for Dayforce partners
From
Dayforce, Inc.
Via
GlobeNewswire
Dayforce Reports Third Quarter 2024 Results¹
October 30, 2024
From
Dayforce, Inc.
Via
GlobeNewswire
Dayforce Named a Leader in the 2024 Gartner® Magic Quadrant™ for Cloud HCM Suites for 1,000+ Employee Enterprises for Fifth Consecutive Year
October 29, 2024
Dayforce recognized for Ability to Execute and Completeness of Vision
From
Dayforce, Inc.
Via
GlobeNewswire
Dayforce Launches New Brand Campaign: ‘Do the Work You’re Meant to Do’
October 21, 2024
From
Dayforce, Inc.
Via
GlobeNewswire
Dayforce Community Unites to Make Work Life Better at Dayforce Discover 2024
October 10, 2024
Attendees globally to discover new solutions, customer best practices, and breakthrough innovations at the flagship Dayforce experience; Keynote live stream open for registration
From
Dayforce, Inc.
Via
GlobeNewswire
Dayforce to Announce Third Quarter 2024 Financial Results on October 30th and Participate in Upcoming Investor Events and Conferences
October 09, 2024
From
Dayforce, Inc.
Via
GlobeNewswire
Dayforce Announces 2024 Investor Day
August 22, 2024
From
Dayforce, Inc.
Via
GlobeNewswire
Dayforce Leads the Future of Learning with New Dayforce Learning
August 20, 2024
Supercharged AI capabilities and an intuitive user experience modernize the learning experience for employees
From
Dayforce, Inc.
Via
GlobeNewswire
New Research Reveals Major Disparities in Access to Living Wages in U.S. Workforce
August 12, 2024
Inaugural Dayforce Living Wage Index published in partnership with the Living Wage Institute
From
Dayforce, Inc.
Via
GlobeNewswire
Dayforce Wallet Surpasses $4B in Payroll Delivered
July 31, 2024
From
Dayforce, Inc.
Via
GlobeNewswire
Dayforce Reports Second Quarter 2024 Results¹
July 31, 2024
From
Dayforce, Inc.
Via
GlobeNewswire
Dayforce Announces $500 Million Share Repurchase Program
July 31, 2024
From
Dayforce, Inc.
Via
GlobeNewswire
Dayforce to Announce Second Quarter 2024 Financial Results on July 31st and Participate in Upcoming Investor Conferences
July 11, 2024
From
Dayforce, Inc.
Via
GlobeNewswire
Dayforce Research: Managers Key to Conquering Complexity Crisis Facing Frontline Workforce
July 09, 2024
83% of surveyed executives say they understand challenges facing frontline workers, but only 62% of workers agree
From
Dayforce, Inc.
Via
GlobeNewswire
WHSmith Implements Full Dayforce Suite for 10,000 UK Employees
July 03, 2024
From
Dayforce, Inc.
Via
GlobeNewswire
Dayforce Appoints Nicole Bello as Group Vice President of EMEA
July 01, 2024
From
Dayforce, Inc.
Via
GlobeNewswire
Dayforce Continues Global Momentum with Launch of Dayforce Payroll in Singapore
May 29, 2024
Single platform for pay and time streamlines payroll, drives efficiency, and strengthens compliance
From
Dayforce, Inc.
Via
GlobeNewswire
Dayforce Delivers Dayforce® Flex Work
May 22, 2024
Flex Work unlocks the value of the contingent workforce
From
Dayforce, Inc.
Via
GlobeNewswire
Dayforce Releases Dayforce Partner Exchange
May 07, 2024
An open and connected marketplace to help Dayforce customers accelerate HR innovation and unlock more value
From
Dayforce, Inc.
Via
GlobeNewswire
Dayforce Reports First Quarter 2024 Results
May 01, 2024
From
Dayforce, Inc.
Via
GlobeNewswire
Dayforce Appoints Amy Cappellanti-Wolf as EVP and Chief People Officer
April 29, 2024
Veteran technology executive to lead Dayforce people strategy and operations in the next phase of company growth
From
Dayforce, Inc.
Via
GlobeNewswire
Everest Group Names Dayforce a Leader in People Analytics Platform PEAK Matrix® Assessment 2024
April 18, 2024
Dayforce assessed for vision and capability, market impact
From
Dayforce, Inc.
Via
GlobeNewswire
Orica successfully completes first phase of global Dayforce implementation in 13 countries
April 15, 2024
From
Dayforce, Inc.
Via
GlobeNewswire
Dayforce to Announce First Quarter 2024 Financial Results on May 1st and Present at Upcoming Investor Conferences
April 10, 2024
From
Dayforce, Inc.
Via
GlobeNewswire
Cleveland Cavaliers Select Dayforce to Lead Workforce Transformation
April 02, 2024
NBA team adopts Dayforce to help streamline payroll, benefits, workforce management, and more
From
Dayforce, Inc.
Via
GlobeNewswire
Dayforce Introduces Dayforce Discover
March 20, 2024
Discover the full potential of Dayforce at the renamed, flagship customer conference
From
Dayforce, Inc.
Via
GlobeNewswire
New Look Chooses Dayforce to Transform HR and Payroll
February 27, 2024
Leading fashion retailer to implement Dayforce platform across 400 stores in the United Kingdom and Republic of Ireland
From
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Via
GlobeNewswire
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