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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
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Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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Amdocs Limited - Ordinary Shares
(NQ:
DOX
)
81.92
+0.88 (+1.09%)
Streaming Delayed Price
Updated: 4:00 PM EST, Jan 6, 2026
Add to My Watchlist
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All News about Amdocs Limited - Ordinary Shares
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PLDT and Smart Complete Significant Milestone in Cloud Modernization Project with Amdocs and Expand Engagement to Include Data Platforms Upgrade and Migration
June 11, 2025
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June 10, 2025
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Earnings Scheduled For May 7, 2025
↗
May 07, 2025
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MVNE.pl Selects Amdocs connectX to Redefine Digital Connectivity in Poland
March 04, 2025
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May 13, 2025
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Amdocs (NASDAQ:DOX) Reports Q1 In Line With Expectations
May 07, 2025
Telecom software provider Amdocs (NASDAQ:DOX) met Wall Street’s revenue expectations in Q1 CY2025, but sales fell by 9.4% year on year to $1.13 billion. The company expects next quarter’s revenue to be...
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T-Mobile Czech Republic Completes Billing & Charging System Upgrade with Amdocs
May 07, 2025
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Singapore's M1 Collaborates with Amdocs to Manage Newly Delivered Cloud-Native Charging Platform
May 07, 2025
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Japan's NTT InfraNet Successfully Deploys Advanced, Cloud-Native Platform, and Migrates Workloads with Amdocs
May 07, 2025
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CKH Innovations Opportunities Development Selects Amdocs MarketONE to Enhance its Telco Group's Digital Service Offerings
May 07, 2025
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A1 Bulgaria Successfully Completes Major Platform Upgrade with Amdocs to Improve Customer Experience
May 07, 2025
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Consumer Cellular Selects Amdocs connectX to Accelerate Launch of New Services
May 07, 2025
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PLDT Goes Live with the Amdocs Customer Engagement Platform to Redefine Customer Experiences
May 07, 2025
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Amdocs Limited Reports Second Quarter Fiscal 2025 Results
May 07, 2025
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May 06, 2025
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April 22, 2025
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Amdocs Announces Q3F25 Investor Conference Schedule
April 09, 2025
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March 24, 2025
Amdocs has been treading water for the past six months, recording a small return of 3.2% while holding steady at $89.48.
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IT Services & Other Tech Stocks Q4 Recap: Benchmarking Amdocs (NASDAQ:DOX)
March 21, 2025
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March 19, 2025
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Amdocs Expands Generative AI Suite, amAIz, with New Network Agents
March 18, 2025
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Amdocs to Participate in Investor Webinar Hosted by J.P. Morgan Equity Research
March 11, 2025
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MWC2025: New Amdocs Fiber-in-a-Box Solution, FiberONE, Leverages GenAI to Simplify Deployment, Enhance Customer Experience, and Fast-Track Fiber Rollout and Launch of Innovative Brands
March 05, 2025
Via
ACCESS Newswire
Empowering Creativity: DreamWorks Animation Selects Amdocs to Streamline Production and Enhance the Artistic Experience
March 05, 2025
Via
ACCESS Newswire
Botswana Telecommunications Corporation Selects Amdocs to Modernize its Billing Platform, Enhancing Service Delivery and Driving Innovation
March 04, 2025
Via
ACCESS Newswire
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