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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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Fiserv
(NQ:
FISV
)
69.85
+0.35 (+0.50%)
Streaming Delayed Price
Updated: 4:00 PM EST, Jan 9, 2026
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'Fast Money Halftime Report' Picks For August 12
↗
August 12, 2021
On CNBC's "Fast Money Halftime Report," Jenny Harrington recommended a long position in Fiserv Inc (NASDAQ: FISV). It trades at 18 times multiple and it has a double...
Via
Benzinga
Internet Banking Market to Witness Huge Growth by 2026 : Microsoft, Fiserv, Oracle
↗
August 04, 2021
What's Ahead in the Global Internet Banking Market? Benchmark yourself with strategic steps and conclusions recently published by AMA
Via
SBWire
Topics
Artificial Intelligence
Chelsea Football Club Completes Implementation of Clover to Enable Cashless, Contact-Free Payments Experience
August 04, 2021
From
Fiserv, Inc.
Via
Business Wire
Fiserv Powers Full-Service Restaurants to Succeed in Today’s New Operating Environment with Launch of Clover Station Solo
August 03, 2021
From
Fiserv, Inc.
Via
Business Wire
Earnings Scheduled For July 27, 2021
↗
July 27, 2021
Companies Reporting Before The Bell • Navios Maritime Partners (NYSE:NMM) is projected to report quarterly earnings at $2.93 per share on revenue of $146.03 million....
Via
Benzinga
Credit Risk Management Platform Market Is Booming Worldwide with Pegasystems, GDS Link, CreditPoint Software, Riskdata
↗
July 14, 2021
Keep yourself up-to-date with latest market trends and maintain a competitive edge by sizing up with available business opportunity in Credit Risk Management Platform Market various segments and...
Via
SBWire
Tesla And AMD Lead The QQQ In A Mixed Day Of Trading Monday
↗
August 02, 2021
U.S. indices had a mixed day of trading Monday as COVID-19 Delta variant concerns continue to drive market uncertainty. The
Via
Benzinga
Baidu And Lam Research Slip As The QQQ Finishes Lower Tuesday
↗
July 27, 2021
U.S. indices were trading lower Tuesday as stocks pulled back following several consecutive sessions of gains. Concerns over inflation and the COVID-19 Delta variant continue to...
Via
Benzinga
Fiserv, inc (FISV) Q2 2021 Earnings Call Transcript
↗
July 27, 2021
FISV earnings call for the period ending June 30, 2021.
Via
The Motley Fool
Topics
Earnings
Recap: Fiserv Q2 Earnings
↗
July 27, 2021
Shares of Fiserv (NASDAQ:FISV) rose 0.1% in pre-market trading after the company reported Q2 results. Quarterly Results Earnings per share were up 47.31% year over year to...
Via
Benzinga
Fiserv Reports Second Quarter 2021 Results
July 27, 2021
From
Fiserv, Inc.
Via
Business Wire
Financial Consulting Market Next Big Thing : Major Giants Misys, FIServ, IBM
↗
July 28, 2021
Stay up-to-date with Financial Consulting market research offered by HTF MI. Check how key trends and emerging drivers are shaping this industry growth.
Via
SBWire
Fiserv Introduces Expanded Digital Capabilities for Consumer and Business Customers of Financial Institutions
July 26, 2021
From
Fiserv, Inc.
Via
Business Wire
Earnings Outlook For Fiserv
↗
July 26, 2021
Fiserv (NASDAQ:FISV) announces its next round of earnings this Tuesday, July 27. Here is Benzinga's everything-that-matters guide for this Tuesday's Q2 earnings announcement....
Via
Benzinga
12 Information Technology Stocks Moving In Thursday's After-Market Session
↗
July 22, 2021
Gainers Socket Mobile (NASDAQ:SCKT) stoc...
Via
Benzinga
Bank Risk Management Software Market Is Booming Worldwide with IBM, Oracle, SAP
↗
July 22, 2021
What's Ahead in the Global Bank Risk Management Software Market? Benchmark yourself with strategic steps and conclusions recently published by AMA
Via
SBWire
Topics
Artificial Intelligence
9 Information Technology Stocks With Unusual Options Alerts In Today's Session
↗
July 16, 2021
This unusual options alert can help traders discover the next big trading opportunities. Traders will search for circumstances when the market estimation of an option diverges...
Via
Benzinga
Analyzing Fiserv's Unusual Options Activity
↗
July 16, 2021
On Friday, shares of Fiserv (NASDAQ:FISV) saw unusual options activity. After the option alert, the stock price moved up to $111.48. Sentiment: BULLISH Option Type: SWEEP Trade...
Via
Benzinga
10 Information Technology Stocks With Unusual Options Alerts In Today's Session
↗
July 14, 2021
This unusual options alert can help traders discover the next big trading opportunities. Traders will search for circumstances when the market estimation of an option diverges...
Via
Benzinga
Wealth Management Market to Witness Huge Growth by 2025 : SS&C Technologies Holdings, Fiserv, FIS, Profile Software
↗
July 12, 2021
Wealth Management Comprehensive Study by Application (Financial Advice Management, Portfolio, Accounting, and Trading Management, Performance Management, Risk and Compliance Management, Reporting,...
Via
SBWire
Fiserv to Release Second Quarter Earnings Results on July 27, 2021
July 08, 2021
From
Fiserv, Inc.
Via
Business Wire
Treasury and risk management application market – Size and Forecast 2021 | Finastra, FIS, Fiserv, ION, Kyriba, MORS Software
July 07, 2021
Via
AB Newswire
Caixa and Fiserv Complete First Merchant Transaction via Maquininha CAIXA Pagamentos
July 05, 2021
From
Fiserv, Inc.
Via
Business Wire
5 Top Stocks for July
↗
July 03, 2021
These stocks could bring some heat to your portfolio.
Via
The Motley Fool
Transaction Monitoring Market Growing at a CAGR 15.1% | Key Player Fiserv, Experian, Oracle, ACI Worldwide, Software AG
July 02, 2021
Via
AB Newswire
Digital Vault Market Growing at a CAGR 13.6% | Key Player Oracle, Fiserv, Symantec, Microsoft, Keeper Security
June 30, 2021
Via
AB Newswire
Real-Time Payments Market Predicted to Obtain $25.9 Billion by 2023
↗
June 30, 2021
Northbrook, IL -- (SBWIRE) -- 06/30/2021 -- This research report categorizes the market based on nature of payments, components, deployment modes, enterprise size, verticals, and regions.
Via
SBWire
Topics
Fraud
Crypto Currents: Citi Launches Crypto Unit In Wealth Management Division
↗
June 26, 2021
As bitcoin, ethereum and other cryptocurrencies get increasing attention from investors, Wall Street and its traditional banks continue to adjust to the shift. Here's the weekly recap of the news of...
Via
Talk Markets
Fiserv Announces Executive Leadership Appointments
June 24, 2021
From
Fiserv, Inc.
Via
Business Wire
Financial Institutions Can Now Provide Consumers Easy Access to Bitcoin via Fiserv and NYDIG
June 23, 2021
From
Fiserv, Inc.
Via
Business Wire
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