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Advantages of Our Bid Wanted System
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Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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Read FULL Seminar Here
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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
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Five Point Holdings, LLC Class A Common Shares
(NY:
FPH
)
5.340
+0.100 (+1.91%)
Streaming Delayed Price
Updated: 11:46 AM EDT, Aug 11, 2026
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Top 5 Real Estate Stocks That Could Lead To Your Biggest Gains in October
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October 26, 2023
The most oversold stocks in the real estate sector presents an opportunity to buy into undervalued companies.
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Five Point Holdings, LLC Reports Third Quarter 2023 Results
October 19, 2023
From
Five Point Holdings, LLC
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Five Point Holdings, LLC Sets Date for Third Quarter 2023 Earnings Announcement and Investor Conference Call
October 13, 2023
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Stitch Fix, Rubicon Technologies And 3 Stocks To Watch Heading Into Monday
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September 18, 2023
With U.S. stock futures trading higher this morning on Monday, some of the stocks that may grab investor focus today are as follows:
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Why Five Point Shares Closed Higher Today
↗
January 20, 2023
Five Point (NYSE: FPH) shares traded higher on Friday after the company reported Q4 earnings results.
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Stocks That Hit 52-Week Lows On Wednesday
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October 19, 2022
On Wednesday, 200 companies hit new 52-week lows.
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Earnings Scheduled For March 10, 2022
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March 10, 2022
Companies Reporting Before The Bell • Despegar.com (NYSE:DESP) is expected to report quarterly loss at $0.08 per share on revenue of $110.93 million. • ProShares...
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Five Point Holdings, LLC Announces Appointment of Kim Tobler as Chief Financial Officer
September 15, 2023
From
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Overview Of Value Stocks In The Real Estate Sector
↗
August 28, 2023
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5 Value Stocks To Watch In The Real Estate Sector
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August 21, 2023
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Top 4 Real Estate Stocks That May Implode This Month
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July 28, 2023
The most overbought stocks in the real estate sector presents an opportunity to go short on these overvalued companies.
Via
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Five Point Holdings, LLC Reports Second Quarter 2023 Results
July 20, 2023
From
Five Point Holdings, LLC
Via
Business Wire
Earnings Scheduled For July 20, 2023
↗
July 20, 2023
Companies Reporting Before The Bell • Taiwan Semiconductor (NYSE:TSM) is estimated to report quarterly earnings at $1.08 per share on revenue of $15.49 billion.
Via
Benzinga
Five Point Holdings, LLC Sets Date for Second Quarter 2023 Earnings Announcement and Investor Conference Call
July 14, 2023
From
Five Point Holdings, LLC
Via
Business Wire
Top 5 Real Estate Stocks That May Plunge In July
↗
July 14, 2023
The most overbought stocks in the real estate sector presents an opportunity to go short on these overvalued companies.
Via
Benzinga
Today’s Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Wednesday
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April 26, 2023
It's time for another dive into the biggest pre-market stock movers that investors need to know about on Wednesday morning!
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Five Point Holdings, LLC Reports First Quarter 2023 Results
April 20, 2023
From
Five Point Holdings, LLC
Via
Business Wire
Five Point Holdings, LLC Sets Date for First Quarter 2023 Earnings Announcement and Investor Conference Call
April 14, 2023
From
Five Point Holdings, LLC
Via
Business Wire
Five Point Holdings, LLC Reports Fourth Quarter and Year-End 2022 Results
January 19, 2023
From
Five Point Holdings, LLC
Via
Business Wire
Earnings Scheduled For January 19, 2023
↗
January 19, 2023
Companies Reporting Before The Bell • Procter & Gamble (NYSE:PG) is estimated to report quarterly earnings at $1.59 per share on revenue of $20.73 billion.
Via
Benzinga
Five Point Holdings, LLC Sets Date for Fourth Quarter and Year-End 2022 Earnings Announcement and Investor Conference Call
January 05, 2023
From
Five Point Holdings, LLC
Via
Business Wire
US Stocks Mixed After Wednesday's Rally
↗
December 01, 2022
U.S. stocks traded mixed this morning, with the Dow Jones falling around 180 points on Thursday.
Via
Benzinga
Five Point Holdings, LLC Reports Third Quarter 2022 Results
October 27, 2022
From
Five Point Holdings, LLC
Via
Business Wire
Five Point Holdings, LLC Sets Date for Third Quarter 2022 Investor Conference Call
October 21, 2022
From
Five Point Holdings, LLC
Via
Business Wire
Five Point Holdings, LLC Reports Second Quarter 2022 Results
August 02, 2022
From
Five Point Holdings, LLC
Via
Business Wire
121 Stocks That Hit Their 52-Week Low
↗
October 14, 2022
New Equities that Broke Through 52-Week Lows Friday Morning During Friday's morning session, 121 stocks hit new 52-week lows.
Via
Benzinga
Five Point Holdings, LLC Sets Date for Second Quarter 2022 Investor Conference Call
July 26, 2022
From
Five Point Holdings, LLC
Via
Business Wire
Stocks That Hit 52-Week Lows On Tuesday
↗
June 28, 2022
On Tuesday, 87 companies hit new 52-week lows.
Via
Benzinga
Five Point Holdings, LLC Reports First Quarter 2022 Results
May 12, 2022
From
Five Point Holdings, LLC
Via
Business Wire
Five Point Holdings, LLC Sets Date for First Quarter 2022 Investor Conference Call
May 06, 2022
From
Five Point Holdings, LLC
Via
Business Wire
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