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Traditional Broker/Dealer Execution Flow
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
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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
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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
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Information Services Group, Inc. - Common Stock
(NQ:
III
)
5.890
-0.190 (-3.13%)
Streaming Delayed Price
Updated: 4:00 PM EST, Jan 16, 2026
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ISG Named One of India's Best Workplaces for Women
September 30, 2025
From
Information Services Group, Inc.
Via
Business Wire
AI Transforms Subscriptions, Monetization, ISG Says
September 26, 2025
From
Information Services Group, Inc.
Via
Business Wire
Earnings Scheduled For August 6, 2025
↗
August 06, 2025
Via
Benzinga
Companies Take AI Live with Financial Outsourcing
September 25, 2025
From
Information Services Group, Inc.
Via
Business Wire
AI, Analytics Becoming Vital to Healthcare Success
September 24, 2025
From
Information Services Group, Inc.
Via
Business Wire
Firms Improving Data Management for AI Outcomes, ISG Says
September 23, 2025
From
Information Services Group, Inc.
Via
Business Wire
ISG Announces 2025 ISG Paragon Awards™ and ISG Software Innovation Awards™ Winners for North America
September 22, 2025
From
Information Services Group, Inc.
Via
Business Wire
Enterprises Give Providers Lower Scores in Q2 for Governance, Compliance, Innovation, ISG Study Shows
September 17, 2025
From
Information Services Group, Inc.
Via
Business Wire
Enterprises Use AI to Make Supply Chains More Resilient
September 17, 2025
From
Information Services Group, Inc.
Via
Business Wire
AI Use Cases Double Though Business Outcomes Lag Ambition: ISG Study
September 15, 2025
From
Information Services Group, Inc.
Via
Business Wire
Innovation Speeding Up Accounting, Financial Processes, ISG Says
September 12, 2025
From
Information Services Group
Via
Business Wire
Contact Centers Adapting to AI and Industries, ISG Says
September 08, 2025
From
Information Services Group, Inc.
Via
Business Wire
ISG Announces 2025 ISG Women in Digital Awards Winners for the Americas
September 05, 2025
From
Information Services Group, Inc.
Via
Business Wire
ISG to Study Oracle Cloud and Technology Providers
August 19, 2025
From
Information Services Group, Inc.
Via
Business Wire
ISG Announces Finalists for 2025 ISG Women in Digital Awards
August 18, 2025
From
Information Services Group, Inc.
Via
Business Wire
AI Revolutionizing How Enterprises Collaborate, ISG Says
August 14, 2025
From
Information Services Group, Inc.
Via
Business Wire
ISG to Study Healthcare Digital Service Providers
August 11, 2025
From
Information Services Group, Inc.
Via
Business Wire
Data Platforms Gearing up to Enable AI Revolution, ISG Says
August 08, 2025
From
Information Services Group, Inc.
Via
Business Wire
III Earnings Jump on AI Gains
↗
August 07, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
12 Information Technology Stocks Moving In Wednesday's After-Market Session
↗
August 06, 2025
Via
Benzinga
Information Services Group Announces Second-Quarter 2025 Results
August 06, 2025
From
Information Services Group, Inc.
Via
Business Wire
ISG to Study Manufacturing Industry Service Providers
August 05, 2025
From
Information Services Group, Inc.
Via
Business Wire
AI Solutions for Data Queries, Solutions, Talent Acquisition and Mental Wellness Win ISG Startup Challenges
August 05, 2025
From
Information Services Group, Inc.
Via
Business Wire
Distributed Firms Deploy New Cybersecurity Approaches
July 29, 2025
From
Information Services Group, Inc.
Via
Business Wire
Rising Threats Trigger U.S. Public Sector Security Upgrades
July 28, 2025
From
Information Services Group, Inc.
Via
Business Wire
Cloud, Security Needs Boost U.S. Networking Demand
July 28, 2025
From
Information Services Group, Inc.
Via
Business Wire
U.S. Firms Enhance Cybersecurity for Resilience
July 25, 2025
From
Information Services Group, Inc.
Via
Business Wire
ISG Introduces Supplier Risk Exposure Scorecard
July 23, 2025
From
Information Services Group, Inc.
Via
Business Wire
U.S. Firms Seek Google Partners to Drive AI, Cloud Projects
July 22, 2025
From
Information Services Group, Inc.
Via
Business Wire
ISG to Study Oil and Gas Service, Solution Providers
July 16, 2025
From
Information Services Group, Inc.
Via
Business Wire
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