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TSL's Turnkey Operation Platform
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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
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Amdocs Limited - Ordinary Shares
(NQ:
DOX
)
82.67
+0.75 (+0.92%)
Streaming Delayed Price
Updated: 4:00 PM EST, Jan 7, 2026
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All News about Amdocs Limited - Ordinary Shares
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Credit Suisse boosted the price target for Mondelez International, Inc. (NASDAQ: MDLZ) from $70 to $76. Credit Suisse analyst Robert Moskow maintained an Outperform rating. Mondelez shares rose 1.8% to...
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Telefonica Germany Drives Enhanced Experience for Enterprise Customers with Amdocs
January 31, 2023
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Bank Hapoalim Collaborates with Amdocs to Provide Personalized Banking Experience for Customers
January 31, 2023
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Three UK Harnesses Data to Drive Personalized Customer Experience with Amdocs
January 31, 2023
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Globe Launches New 5G Monetization Services with Amdocs Next Generation Charging
January 31, 2023
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Amdocs Included in 2023 Bloomberg Gender-Equality Index
January 31, 2023
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Amdocs Limited Reports First Quarter Fiscal 2023 Results
January 31, 2023
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A Preview Of Amdocs's Earnings
↗
January 30, 2023
Via
Benzinga
Ateliere and Amdocs' Vubiquity Collaborate To Help Global Media Companies Better Meet Growing Demand for Content
January 25, 2023
Via
ACCESSWIRE
From XR Field Engineering to Remote Healthcare, Amdocs Americas 5G Experience Lab Drives New Private Network and Edge Solutions, Unlocking Cross-Industry Opportunities
January 31, 2023
Via
ACCESSWIRE
Earnings Scheduled For January 31, 2023
↗
January 31, 2023
Companies Reporting Before The Bell • Biophytis (NASDAQ:BPTS) is projected to report earnings for its first quarter.
Via
Benzinga
Amdocs Achieves High Sustainability Rankings for Environmental Impact Improvements
January 24, 2023
Via
ACCESSWIRE
Macau's CTM Collaborates With Amdocs to Launch its Commercial 5G Services Across the Region
January 10, 2023
Via
ACCESSWIRE
From Entertainment to Business Applications, Amdocs' Subscription Marketplace Offers a Simple and Fast Way to Launch More Amazing Experiences Than Ever Before
January 26, 2023
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Amdocs Included in Dow Jones Sustainability Index (DJSI) for Fourth Consecutive Year
December 21, 2022
Via
ACCESSWIRE
Amdocs Limited Files Fiscal 2022 Annual Report
December 14, 2022
Via
ACCESSWIRE
Here's How Much $100 Invested In Amdocs 20 Years Ago Would Be Worth Today
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November 10, 2022
Amdocs (NASDAQ:DOX) has outperformed the market over the past 20 years by 3.38% on an annualized basis producing an average annual return of 10.98%. Currently, Amdocs has a market capitalization of...
Via
Benzinga
Planet Fitness To Surge Over 25%? Plus Morgan Stanley Cuts PT On This Stock By 50%
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November 09, 2022
Raymond James raised the price target on Planet Fitness, Inc. (NYSE: PLNT) from $70 to $84. Raymond James analyst Joseph Altobello maintained a Strong Buy rating on the stock. Planet Fitness shares...
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Benzinga
SES Selects Amdocs to Deliver Enhanced Experience for Customers in Multi-Year Managed Services Agreement
November 08, 2022
Deal, which will see Amdocs support SES’s O3b mPOWER satellite constellation, strengthens the relationship between the two companies
From
Amdocs Management LTD
Via
GlobeNewswire
XL Axiata Successfully Implements and Deploys Amdocs Cloud-Native Software to Enhance its Digital Customer Experience for over 25 Million Subscribers
November 08, 2022
Amdocs solutions provide XL Axiata with the business agility to quickly launch new services and deliver an omnichannel experience for its customers across all lines of business
From
Amdocs Management LTD
Via
GlobeNewswire
Cellcom Selects Amdocs’ Vubiquity to Provide TV Viewers with Personalized Content Experiences
November 08, 2022
New extended agreement will give Cellcom TV viewers in Israel access to best-in-class linear and video-on-demand content
From
Amdocs Management LTD
Via
GlobeNewswire
Telefonica Enters Expansive, Multi-Year Strategic Collaboration with Amdocs to Provide Cloud-Enabled, Enhanced Digital Experience and Automated Operations in Hispanoamerica
November 08, 2022
Under multi-country agreement, Amdocs will modernize Telefonica’s business support and operational support systems, deploying cloud-native operational support system modules on the public cloud to...
From
Amdocs Management LTD
Via
GlobeNewswire
AT&T Mexico Collaborates with Amdocs to Migrate On-Premise Applications to the Cloud
November 08, 2022
Five-year agreement, which includes the migration of Amdocs applications, will enable the quick adoption of the latest 5G innovations, facilitating new business models as AT&T Mexico’s network evolves
From
Amdocs Management LTD
Via
GlobeNewswire
Azercell Selects Amdocs for Wide-Ranging Digital Transformation to Provide Enhanced Customer Experience
November 08, 2022
First major engagement between Azercell and Amdocs will see the Azerbaijan-based operator and its customers benefit from a wide-ranging modernization program
From
Amdocs Management LTD
Via
GlobeNewswire
SITA Selects Amdocs to Accelerate Launch and Monetization of New Products for Air Transport Industry
November 08, 2022
Amdocs’ cloud-native digital monetization platform will be deployed to modernize SITA’s infrastructure, ensuring greater flexibility, scalability, and agility
From
Amdocs Management LTD
Via
GlobeNewswire
Amdocs Limited Reports Fourth Quarter & Full Year Fiscal 2022 Results
November 08, 2022
From
Amdocs Management LTD
Via
GlobeNewswire
Earnings Outlook For Amdocs
↗
November 07, 2022
Amdocs (NASDAQ:DOX) is set to give its latest quarterly earnings report on Tuesday, 2022-11-08. Here's what investors need to know before the announcement. Analysts estimate that Amdocs will report an...
Via
Benzinga
Amdocs Releases First Quarter Fiscal 2023 Investor Conference Schedule
October 25, 2022
From
Amdocs Management LTD
Via
GlobeNewswire
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