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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
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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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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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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Total Asset Market (TAM sm) Presentation
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Event Schedule
Total Asset Fund (TAF sm) Presentation
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Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
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Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
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WSP Global
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WSP USA Draws on Robust Capabilities to Help Clients Manage COVID-19 Response
July 26, 2021
SOURCE: WSP
Via
3BL Media
Centering Social Equity in Climate Risk Analysis and ESG Reporting
July 23, 2021
SOURCE: WSP
Via
3BL Media
Topics
Climate Change
Amtrak Receives Federal Approval for Environmental Impact Study (EIS) for Gateway Hudson Tunnel Project
July 22, 2021
SOURCE: WSP
Via
3BL Media
Three Post COVID-19 Resilience Trends to Watch
July 20, 2021
SOURCE: WSP
Via
3BL Media
Topics
Bonds
Climate Change
Derivatives
Webinar: Assessing Climate Risks to Commercial Enterprises and Prioritizing Mitigation Actions
July 15, 2021
SOURCE: WSP
Via
3BL Media
Topics
Climate Change
Emissions
Climate Impact Optimization in Concrete Bridge Construction
May 26, 2021
SOURCE: WSP
Via
3BL Media
Topics
Emissions
The Future of Water Is Now
May 24, 2021
SOURCE: WSP
Via
3BL Media
Topics
Climate Change
Healthcare After COVID-19: Lessons for Resilience
May 17, 2021
SOURCE: WSP
Via
3BL Media
Topics
Climate Change
Webinar: Water Utility Climate Risks and Opportunities Mapping Framework
July 12, 2021
SOURCE: WSP
Via
3BL Media
Topics
Climate Change
Greening Future Flight
July 07, 2021
SOURCE: WSP
Via
3BL Media
Topics
Climate Change
Economy
Emissions
WSP USA's Gary Hamilton Elected to National Society of Black Engineers' Leadership Role
July 06, 2021
SOURCE: WSP
Via
3BL Media
WSP Senior Manager Talks About How He Feels Included in the Workplace
July 01, 2021
SOURCE: WSP
Via
3BL Media
The Nature Conservancy and Partners Begin Oyster Reef Construction in Pensacola's East and Blackwater Bays to Help Restore Oysters to the Region
June 30, 2021
SOURCE: WSP
Via
3BL Media
Topics
Climate Change
Economy
WSP USA Wins Five ACEC Engineering Excellence Awards
June 29, 2021
SOURCE: WSP
Via
3BL Media
Finding the Infrastructure and Environment Nexus
June 28, 2021
SOURCE: WSP
Via
3BL Media
Topics
Climate Change
Economy
Emissions
Should Offsetting Be Part of the Net Zero Puzzle?
June 23, 2021
SOURCE: WSP
Via
3BL Media
Topics
Climate Change
Emissions
Fraud
Challenges in Supply Chain Sustainability
June 21, 2021
SOURCE: WSP
Via
3BL Media
Topics
Climate Change
Emissions
Supply Chain
New CRS Business Has Holistic Approach
June 18, 2021
SOURCE: WSP
Via
3BL Media
Topics
Climate Change
Ramona Gardens Natural Park - Air Pollution Reduction Measures
June 17, 2021
SOURCE: WSP
Via
3BL Media
TCFDW Launches, Addresses Gender Inequity As Climate Risk
June 16, 2021
SOURCE: WSP
Via
3BL Media
Topics
Climate Change
Emissions
WSP Announces the Release of Its Global 2020 ESG Report
June 14, 2021
SOURCE: WSP
Via
3BL Media
Topics
Emissions
WSP Celebrates World Ocean Day
June 11, 2021
SOURCE: WSP
Via
3BL Media
Topics
Emissions
Franklin 98 Living Shoreline
June 09, 2021
SOURCE: WSP
Via
3BL Media
Topics
Economy
Somber Reflections: Memorial to Enslaved Laborers Fosters 'Hope and Healing'
June 07, 2021
SOURCE: WSP
Via
3BL Media
Topics
Death
Police Brutality
WSP USA Clearing Path to Recovery for Wildfire-ravaged Regions of California
June 02, 2021
SOURCE: WSP
Via
3BL Media
WSP USA and NY State Want to Help You Take Action on Climate Change
May 19, 2021
SOURCE: WSP
Via
3BL Media
Topics
Climate Change
WSP USA Earns APTA's Highest Recognition for Sustainability Commitment
May 13, 2021
SOURCE: WSP
Via
3BL Media
Topics
Emissions
WSP USA Ranks #8 in ENR's 2021 Ranking of the Top 500 Design Firms
May 12, 2021
SOURCE: WSP
Via
3BL Media
WSP USA Charts Direction on Climate and Equity at United for Infrastructure 2021, With Opening Remarks by President Biden
May 11, 2021
SOURCE: WSP
Via
3BL Media
Topics
Climate Change
Turning the Tide
May 10, 2021
SOURCE: WSP
Via
3BL Media
Topics
Artificial Intelligence
Climate Change
Economy
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