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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
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SNDL Inc. - Common Shares
(NQ:
SNDL
)
1.370
+0.030 (+2.24%)
Streaming Delayed Price
Updated: 4:00 PM EDT, Jun 26, 2026
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Bearish Monday For Marijuana Stocks - James E. Wagner, Rhinomed Among Top Gainers
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September 24, 2023
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Benzinga Cannabis Capital Conference Announces Awards Finalists
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Cannabis Stock Movers For September 18, 2023
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September 18, 2023
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420 with CNW — Israel, Australia Ranked as Top Importers of Canadian Medical Marijuana
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Why These 3 Marijuana Stocks Rocketed Higher This Week
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A trio of catalysts pushed these pot stocks higher this week.
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What Is the Nasdaq's Best Cannabis Stock?
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The industry has been taking a beating in recent years, but now could be an attractive time to buy pot stocks again.
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Bullish Sentiment Across The Cannabis Space - Check Full Movers For September 11, 2023
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What's Going On With SNDL Stock?
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September 11, 2023
SNDL Inc (NASDAQ: SNDL) shares are trading higher by 5.4% to $2.06 Monday afternoon amid continued momentum in cannabis stocks on U.S.
Via
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2 Marijuana Stocks That Could Jump By 66% and 79%, According to Wall Street
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September 10, 2023
Wall Street is exceptionally bullish on these two pot stocks.
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Sundial, Canopy Growth And More: Analyst Examines The Race For The US Cannabis Market
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September 10, 2023
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Bullish Sentiment Across The Cannabis Space - Check Full Movers For September 8, 2023
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Lucy Scientific Discovery (NASDAQ: LSDI) Acquires High Times Intellectual Property
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With Increasing Legal Acceptance Global Cannabis Market Projected To Reach $51 Billion In 2023
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EQNX::TICKER_START (NASDAQ:LSDI),(NASDAQ:SNDL),(NASDAQ:CGC),(NASDAQ:ACB),(NASDAQ:TLRY) EQNX::TICKER_END
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FinancialNewsMedia
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420 with CNW — Cannabis Shows Potential in Symptom Alleviation for Pediatric Cancer Patients
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Will This New Development Mean A Big Rally In Cannabis Stocks?
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Bullish Sentiment Across The Cannabis Space - Check Full Movers For September 5, 2023
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September 05, 2023
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Benzinga
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Brady, Airbnb, Insmed And Other Big Stocks Moving Higher On Tuesday
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September 05, 2023
U.S. stocks traded lower, with the Dow Jones falling around 100 points on Tuesday. Here are some big stocks recording gains in today’s session.
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Benzinga
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Why America's Car-Mart Are Trading Lower By 12%? Here Are Other Stocks Moving In Tuesday's Mid-Day Session
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September 05, 2023
Gainers Verb Technology Company, Inc. (NASDAQ: VERB) shares jumped 164% to $1.89 after the completed and launched a technology integration and strategic relationship with global social media platform...
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Bullish Thursday For Marijuana Stocks - Australis Capital, Choom Holdings Among Top Gainers
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Benzinga
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Why SNDL Stock Is Rising
↗
August 31, 2023
SNDL Inc (NASDAQ: SNDL) shares are trading higher by 7.2% to $1.78 during Thursday's session on upward momentum and amid strength in the broader cannabis sector. Shares of cannabis stocks and ETFs are...
Via
Benzinga
Topics
Cannabis
ETFs
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