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TSL's Turnkey Operation Platform
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home
about us
Investment Approach
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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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Back Dated Performance Reports
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
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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
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Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
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FIP
Event Schedule
TAM
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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
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BNY Mellon Strategic Municipals, Inc. - Common Stock
(NY:
LEO
)
6.430
+0.020 (+0.31%)
Official Closing Price
Updated: 7:00 PM EDT, May 29, 2026
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February 25, 2022
From
BNY Mellon Investment Adviser, Inc.
Via
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BNY Mellon Municipal Bond Closed-End Funds Declare Distributions
January 28, 2022
From
BNY Mellon Investment Adviser, Inc.
Via
Business Wire
BNY Mellon Municipal Bond Closed-End Funds Declare Distributions
December 30, 2021
From
BNY Mellon Investment Adviser, Inc.
Via
Business Wire
BNY Mellon Municipal Bond Closed-end Funds Declare Distributions
November 29, 2021
From
BNY Mellon Investment Adviser, Inc.
Via
Business Wire
BNY Mellon Strategic Muncipals, Inc. (NYSE: LEO) Declares Distribution and Announces Reduction in Monthly Distribution Amount
November 01, 2021
From
BNY Mellon Strategic Municipals, Inc.
Via
Business Wire
BNY Mellon Municipal Bond Closed-End Funds Declare Distributions
September 29, 2021
From
BNY Mellon Investment Adviser, Inc.
Via
Business Wire
CORRECTING and REPLACING BNY Mellon Municipal Bond Closed-End Funds Declare Distributions
September 07, 2021
From
BNY Mellon Municipal Bond Closed-End Funds
Via
Business Wire
BNY Mellon Investment Management Announces Completion of Realignment of Several of Its Investment Firms and Changes to the Portfolio Management Arrangements for Certain BNY Mellon Municipal Bond Closed-End Funds
September 01, 2021
From
BNY Mellon Investment Management
Via
Business Wire
BNY Mellon Municipal Bond Closed-End Funds Declare Distributions
August 30, 2021
From
BNY Mellon Municipal Bond Closed-End Funds
Via
Business Wire
BNY Mellon Municipal Bond Closed-End Funds Declare Distributions
July 29, 2021
From
BNY Mellon Investment Adviser, Inc.
Via
Business Wire
BNY Mellon Municipal Bond Closed-End Funds Declare Distributions
June 29, 2021
From
BNY Mellon Investment Adviser, Inc.
Via
Business Wire
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BNY Mellon Municipal Bond Closed-End Funds Declare Distributions
May 27, 2021
From
BNY Mellon Investment Adviser, Inc.
Via
Business Wire
BNY Mellon Municipal Bond Closed-End Funds Declare Distributions
April 29, 2021
From
BNY Mellon Investment Adviser, Inc.
Via
Business Wire
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