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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
Featured Quarterly Newsletter
Featured Articles
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Fifth Third Bancorp
(NQ:
FITB
)
49.17
UNCHANGED
Streaming Delayed Price
Updated: 4:00 PM EST, Jan 7, 2026
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Fifth Third Takes the Stress Out of Banking
July 11, 2024
From
Fifth Third Bank
Via
Business Wire
Students Earn Fifth Third Education Scholarships from the Fifth Third Foundation
July 10, 2024
From
Fifth Third Foundation
Via
Business Wire
Fifth Third Announces Second Empowering Community Leaders Cohort
July 10, 2024
From
Fifth Third
Via
Business Wire
How Is The Market Feeling About Fifth Third Bancorp?
↗
July 03, 2024
Via
Benzinga
Demystifying Fifth Third Bancorp: Insights From 13 Analyst Reviews
↗
June 25, 2024
Via
Benzinga
Looking Into Fifth Third Bancorp's Recent Short Interest
↗
June 07, 2024
Via
Benzinga
12 Analysts Have This To Say About Fifth Third Bancorp
↗
May 31, 2024
Via
Benzinga
Fifth Third Expands into Alabama, Opens Birmingham-based Commercial Banking Office
July 09, 2024
From
Fifth Third Bank
Via
Business Wire
Fifth Third Foundation Awards $300,000 to WBENC LIFT Financial Center of Excellence
July 09, 2024
From
Fifth Third Foundation
Via
Business Wire
Fifth Third Earns 150th EPA ENERGY STAR Certification for Superior Energy Efficiency
July 09, 2024
From
Fifth Third
Via
Business Wire
DiversityComm Magazine Names Fifth Third as a 2024 Top Diverse Employer
July 09, 2024
From
Fifth Third
Via
Business Wire
Peering Into Fifth Third Bancorp's Recent Short Interest
↗
May 14, 2024
Via
Benzinga
Fifth Third Enters into Settlement Agreement with CFPB
July 09, 2024
From
Fifth Third Bank
Via
Business Wire
Global Finance Names Fifth Third Best Treasury and Cash Management Bank
July 08, 2024
From
Fifth Third
Via
Business Wire
Fifth Third Surpasses Commitments to Communities, Environment in 2023
July 01, 2024
From
Fifth Third
Via
Business Wire
Fifth Third Bancorp Releases Stress Capital Buffer Requirement
June 28, 2024
From
Fifth Third Bancorp
Via
Business Wire
Fifth Third Bank Receives 2024 CSO Award
June 25, 2024
From
Fifth Third Bank
Via
Business Wire
US Bank Stress Tests This Week, Analyst Expects Improvement: 8 Stocks, 3 ETFs To Watch
↗
June 24, 2024
U.S. banking sector anticipates improved capital buffers in 2024 stress test, results to be released on June 26. Bank of America expects manageable surprises, closely monitoring Ally, Goldman Sachs,...
Via
Benzinga
Topics
ETFs
Fifth Third Named 2024 National Best and Brightest in Wellness Winner by National Association for Business Resources
June 24, 2024
From
Fifth Third Bank
Via
Business Wire
KeyCorp Stock Sees Rising Relative Strength
↗
June 18, 2024
The Relative Strength (RS) Rating for KeyCorp stock entered a new percentile Tuesday, as it got a lift from 63 to 71.
Via
Investor's Business Daily
Fifth Third Bancorp Announces Cash Dividends
June 13, 2024
From
Fifth Third Bancorp
Via
Business Wire
Fifth Third Bank Opens Central Valley Commercial Banking Office
June 13, 2024
From
Fifth Third Bank
Via
Business Wire
Fifth Third Named 2024 Enterprise Identity Management Project of the Year by the Identity Defined Security Alliance
June 11, 2024
From
Fifth Third Bank
Via
Business Wire
For Third Consecutive Year, Fifth Third Private Bank Recognized as Best for High Net Worth Clients
June 06, 2024
From
Fifth Third Bank
Via
Business Wire
Fifth Third Bancorp to Participate in the Morgan Stanley US Financials, Payments & CRE Conference
June 03, 2024
From
Fifth Third Bancorp
Via
Business Wire
This Hormel Foods Analyst Is No Longer Bearish; Here Are Top 5 Upgrades For Friday
↗
May 31, 2024
Via
Benzinga
Fifth Third Named to Newsweek’s America’s Greatest Workplaces for LGBTQ+
May 29, 2024
From
Fifth Third Bank
Via
Business Wire
Fifth Third Opens Dallas-based Fifth Third Wealth Advisors Office
May 21, 2024
From
Fifth Third
Via
Business Wire
Fifth Third Bancorp to Participate in the Bernstein Strategic Decisions Conference
May 20, 2024
From
Fifth Third Bancorp
Via
Business Wire
Fifth Third Launches New Payables Solution to Solve Clients’ Jobs to Be Done
May 14, 2024
From
Fifth Third
Via
Business Wire
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