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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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Fiserv
(NQ:
FISV
)
66.99
+1.40 (+2.13%)
Streaming Delayed Price
Updated: 4:00 PM EST, Jan 5, 2026
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Republic Bank Selects Fiserv Technology to Revolutionize its Banking Systems and Digital Offerings
June 16, 2021
From
Fiserv, Inc.
Via
Business Wire
Tokenization Market Will Grow to $4.8 Billion by 2025
↗
June 14, 2021
Northbrook, IL -- (SBWIRE) -- 06/14/2021 -- This research report categorizes the tokenization market to forecast revenues and analyze trends by Component (Solutions and Services), Application Area,...
Via
SBWire
Topics
Credit Cards
Fiserv Appoints Wafaa Mamilli to Board of Directors
June 11, 2021
From
Fiserv, Inc.
Via
Business Wire
Real Estate Software Market Will Hit Big Revenues in Future : Yardi Systems, IBM Tririga, RealPage
↗
June 10, 2021
Stay up-to-date with Real Estate Software Market research offered by HTF MI. Check how key trends and emerging drivers are shaping this industry growth.
Via
SBWire
Topics
Intellectual Property
Insurance Fraud Detection Software Market to See Huge Growth by 2026 : Scorto, Perceptiviti, Experian
↗
June 10, 2021
Stay up-to-date with Insurance Fraud Detection Software market research offered by HTF MI. Check how key trends and emerging drivers are shaping this industry growth.
Via
SBWire
Topics
Fraud
Financial Risk Management Software Market to See Huge Growth by 2026 : IBM, Oracle, SAP
↗
June 08, 2021
Stay up-to-date with Financial Risk Management Software market research offered by HTF MI. Check how key trends and emerging drivers are shaping this industry growth.
Via
SBWire
Crime Risk Market to Eyewitness Massive Growth by 2026 : NICE, IBM, Capco, Fenergo
↗
June 02, 2021
Edison, NJ -- (SBWIRE) -- 06/02/2021 -- Global Crime Risk Market Research Report with Opportunities and Strategies to Boost Growth- COVID-19 Impact and Recovery is latest research study released by HTF...
Via
SBWire
Anti-Money Laundering Software Market Next Big Thing : Major Giants- Tonbeller, Thomson Reuters, Fiserv
↗
June 14, 2021
Stay up-to-date with Anti-money Laundering Software Market research offered by HTF MI. Check how key trends and emerging drivers are shaping this industry growth.
Via
SBWire
PenFed Credit Union Makes Card Management Easy with Digital Technology from Fiserv
June 10, 2021
From
Fiserv, Inc.
Via
Business Wire
Marqeta’s IPO Is Priced Beyond Perfection
↗
June 10, 2021
Marqeta’s expected valuation of $12 billion implies that the company’s total processing volume (TPV), a key industry metric, will be 114% of PayPal’s, a highly unlikely outcome given PayPal’s vast...
Via
Talk Markets
Topics
Initial Public Offering
Biogen And Norweigan Cruise Line Lead The SPY In A Mixed Day Of Trading
↗
June 07, 2021
Major U.S. indices had a mixed day of trading Monday as investors continue to weigh better-than-expected May unemployment rate numbers fr...
Via
Benzinga
Consumers Can Safely Share Their Cryptoasset Investment Data with First-in-Market Capability from Fiserv
June 07, 2021
From
Fiserv, Inc.
Via
Business Wire
IRIS CRM Now Integrated with CardConnect CoPilot for Fiserv Merchant Reporting
May 20, 2021
Via
Marketers Media
IRIS CRM Now Integrated with CardConnect CoPilot for Fiserv Merchant Reporting
May 20, 2021
Via
AB Newswire
Benzinga's Top Ratings Upgrades, Downgrades For June 7, 2021
↗
June 07, 2021
Upgrades Deutsche Bank upgraded the previous rating for Marriott Vacations Worldwide Corp (NYSE:VAC) from Hold to Buy. Marriott Vacations earned $0.49 in the first quarter...
Via
Benzinga
Fiserv to Present at Baird’s Global Consumer, Technology and Services Conference
June 07, 2021
From
Fiserv, Inc.
Via
Business Wire
Fiserv Innovates to Move Up FORTUNE 500 Ranking
June 03, 2021
From
Fiserv, Inc.
Via
Business Wire
Fintech in Corporate Banking Market to Witness Huge Growth by 2026 : HSBC, Fiserv, Amazon
↗
June 04, 2021
A New business Strategy report released by HTF MI with title Global Fintech in Corporate Banking Market Study Forecast till 2026. This Global Fintech in Corporate Banking market report brings data for...
Via
SBWire
RealTime Payments Market to See Major Growth by 2026 : ACI Worldwide ,FIS ,Fiserv ,Mastercard
↗
June 01, 2021
RealTime Payments Comprehensive Study by Type (Person-to-Person (P2P), Person–to-Business (P2B), Business-to-Person (B2P), Others {Business-to-Government (B2G), Government-to-Business (G2B),...
Via
SBWire
Topics
Economy
Fraud
COVID-19 Impact on Smart Wealth Management Market Growth Set to Surge Significantly during 2021 – 2026 | Addepar, Broadridge, Comarch, FIS, Fiserv, InvestEdge
May 25, 2021
Via
AB Newswire
IDS Wins Top Fintech Solution Provider Honors From Enterprise Viewpoint
May 25, 2021
Selected from a field of over 300 global fintech providers, IDS takes top honors
Via
EIN Presswire
Fiserv to Present at J.P. Morgan’s Global Technology, Media and Communications Conference
May 21, 2021
From
Fiserv, Inc.
Via
Business Wire
Digital Lending Platform Market Revenue to Cross USD 20 Bn by 2027: Global Market Insights Inc.
May 19, 2021
Digital lending platform market for risk assessment segment is estimated to attain a CAGR of 20% through 2027 due to it provides a basis for risk evaluation and decisions about risk control in addition...
Via
Newswire.com
Topics
Artificial Intelligence
Intellectual Property
Cloud Nine Strengthens Advisory Board with the Addition of former Executive of PayPal Asia & CEO of GLOCONTECH
May 18, 2021
- Richard Oh, a former executive at PayPal Asia, and Eric Sim, CEO of GLOCONTECH, will join Cloud Nine’s Advisor, Shin-Young Park, CEO of WePay Korea, to develop and advance Cloud Nine’s Limitless...
Via
TheNewswire.com
Topics
Artificial Intelligence
Credit Cards
Fiserv to Host Virtual Annual Meeting of Shareholders on May 19, 2021
May 17, 2021
From
Fiserv, Inc.
Via
Business Wire
Insurance IT Spending Market Comprehensive Study Explores Huge Growth by 2026 : StoneRiver, Pegasystems, Fiserv
↗
May 17, 2021
Edison, NJ -- (SBWIRE) -- 05/17/2021 -- The Global Insurance IT Spending Market Report assesses developments relevant to the insurance industry and identifies key risks and vulnerabilities for the...
Via
SBWire
Milwaukee Bucks and SC Johnson Partner To Expand Sustainability Efforts at Fiserv Forum
May 12, 2021
SOURCE: SC Johnson
Via
3BL Media
Fiserv and State Farm® Speed Fire and Auto Claim Payments with Digital Payout Solution
May 11, 2021
From
Fiserv, Inc.
Via
Business Wire
Digital Payment Market Growing at a CAGR 14.2% | Key Player Fiserv, FIS, Paypal, Global Payments, Paytrace
May 10, 2021
Via
AB Newswire
Bank Risk Management Software Market Is Thriving Worldwide: Oracle, SAP, SAS, Experian
↗
May 10, 2021
Stay up-to-date with Bank Risk Management Software Market research offered by HTF MI. Check how key trends and emerging drivers are shaping this industry growth.
Via
SBWire
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