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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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Northern Trust
(NQ:
NTRS
)
176.50
+0.90 (+0.51%)
Streaming Delayed Price
Updated: 4:00 PM EDT, Jul 2, 2026
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EXCLUSIVE: Experts Foresee Blockchain Coexisting With Traditional Assets, Eye Trillions In Growth By 2030
↗
November 14, 2023
Discover insights from a panel of financial experts, including Rajeev Bamra and Patrick Martinez, on how blockchain technology can enhance transaction security and efficiency while coexisting with...
Via
Benzinga
Topics
Bonds
Northern Trust Leaders to Participate in Goldman Sachs 2023 US Financial Services Conference on December 6th
November 14, 2023
From
Northern Trust Corporation
Via
Business Wire
Northern Trust Named Best Private Bank for Family Offices and Succession Planning
November 10, 2023
From
Northern Trust Corporation
Via
Business Wire
Northern Trust’s Annual Monthlong Service Effort Sets New Records
November 08, 2023
From
Northern Trust Corporation
Via
Business Wire
Analyst Expectations for Northern Trust's Future
↗
October 19, 2023
Via
Benzinga
Why Northern Trust Shares Are Diving Today
↗
October 18, 2023
Northern Trust Corp (NASDAQ: NTRS) shares are trading lower by over 6% after the
Via
Benzinga
Bank Stocks Hit Historic 80-Year Low Vs. S&P 500: Analyst Sees Bear Market Bounce As Fed Rates Peak
↗
November 06, 2023
U.S. banking stocks face challenges, but analysts believe a bear market bounce is possible if two conditions are met.
Via
Benzinga
Topics
Economy
Stocks
Northern Trust Universe Data: Institutional Plans Post Negative Returns as Global Equity Markets Sell Off in Q3
November 06, 2023
From
Northern Trust Corporation
Via
Business Wire
Northern Trust Announces a Partnership with Novata, Adding Private Markets Data and Benchmarking Capabilities to Whole Office Strategy
November 02, 2023
From
Northern Trust Corporation
Via
Business Wire
A Preview Of Northern Trust's Earnings
↗
October 17, 2023
Via
Benzinga
Analyst Ratings for Northern Trust
↗
September 12, 2023
Via
Benzinga
Northern Trust Pension Universe Data: Canadian Pension Plan returns retreat in Q3, pressured by restrictive monetary policy
November 01, 2023
From
Northern Trust Corporation
Via
Business Wire
Northern Trust Strengthens Foundation & Institutional Advisors Practice in the Mid-Atlantic
October 31, 2023
From
Northern Trust
Via
Business Wire
Northern Trust Hosts Second Charity Trading Day to Benefit Four Global Charities
October 24, 2023
From
Northern Trust Corporation
Via
Business Wire
Benzinga's Top Ratings Upgrades, Downgrades For October 19, 2023
↗
October 19, 2023
Via
Benzinga
Best Buy To Rally More Than 21%? Here Are 10 Top Analyst Forecasts For Thursday
↗
October 19, 2023
Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.
Via
Benzinga
Northern Trust Corporation Reports Third Quarter 2023 Financial Results
October 18, 2023
From
Northern Trust Corporation
Via
Business Wire
Earnings Scheduled For October 18, 2023
↗
October 18, 2023
Companies Reporting Before The Bell • Procter & Gamble (NYSE:PG) is expected to report quarterly earnings at $1.71 per share on revenue of $21.67 billion.
Via
Benzinga
Northern Trust Declares Quarterly Dividends on Common and Preferred Stock
October 17, 2023
From
Northern Trust Corporation
Via
Business Wire
Pendulum Swings: Markets Recover Slightly After Friday's Anxious Trading, But Middle East Worries Dominate
↗
October 16, 2023
(Monday market open) Last week gave us a taste of earnings. The meal starts tomorrow and picks up steam as banks, airlines, and health care companies report.
Via
Benzinga
Over Delivering: Big Banks Beat Expectations After Tough Quarter, But Market Eyes Middle East Warily
↗
October 13, 2023
(Friday market open) Big bank earnings this morning threatened to take a back seat as geopolitical worries helped spark a rally in crude oil and sent more investors fleeing toward the perceived safety...
Via
Benzinga
Northern Trust Asset Management Names New Co-Head of Wealth Client Group
October 13, 2023
From
Northern Trust Corporation
Via
Business Wire
As JPMorgan, Citi Kickstart Big Bank Earnings This Week, Analyst Sees Silver Lining In Cloud: 'May Not Take Much For Banks To Produce An Upside Surprise'
↗
October 11, 2023
Bank earnings will likely reveal net interest margin pressure and weak non-interest income, an analyst at FactSet says.
Via
Benzinga
Northern Trust Corporation to Webcast Third Quarter 2023 Earnings Conference Call
September 20, 2023
From
Northern Trust Corporation
Via
Business Wire
RBC Capital Maintains Outperform Rating for Northern Trust: Here's What You Need To Know
↗
September 19, 2023
Via
Benzinga
Northern Trust Releases Sustainability Report
September 19, 2023
From
Northern Trust Corporation
Via
Business Wire
Morgan Stanley Maintains Equal-Weight Rating for Northern Trust: Here's What You Need To Know
↗
September 15, 2023
Via
Benzinga
Northern Trust Announces Inaugural Philanthropy Award
September 14, 2023
From
Northern Trust Corporation
Via
Business Wire
Northern Trust Appoints Brian Donovan Senior Managing Director of Wealth Advisory Team and Ultra High Net Worth Practice Lead for East Region
September 13, 2023
From
Northern Trust Corporation
Via
Business Wire
Northern Trust Forecasts Slow Economic Growth and Moderating Inflation Over the Next 10 Years
September 12, 2023
From
Northern Trust Corporation
Via
Business Wire
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