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home
about us
Investment Approach
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Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
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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
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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Fiserv
(NQ:
FISV
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56.64
+0.30 (+0.53%)
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Updated: 4:00 PM EDT, Mar 25, 2026
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Biological Wastewater Treatment Market Future Trends, Recent Demand, Growth Analysis, Insights, Types, Outlook, Size and Forecasts Report 2028
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Insurance Fraud Detection Market Will Grow Upto $7.9 Billion by 2024
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Home Captain Hires Craig Evans as Chief Operations Officer
April 30, 2021
Evans brings over 35 years of real estate finance experience to the Home Captain leadership team
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This unusual options alert can help traders discover the next big trading opportunities. Traders will search for circumstances when the market estimation of an option diverges...
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Fiserv Announces Pricing of Secondary Offering of Common Stock by New Omaha Holdings and Associated Repurchase
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Fiserv Announces Secondary Offering of Common Stock by New Omaha Holdings and Associated Repurchase
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UPS Soars, Tesla Falls In A Mixed Day Of Trading For The Market
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U.S. indices were trading flat but remained near all-time highs Tuesday as investors anticipate both big tech earnings reports and a looming Fed me...
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Internet Banking Market Is Booming Worldwide : Fiserv, Tata Consultancy Services, Microsoft
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Fiserv Inc (FISV) Q1 2021 Earnings Call Transcript
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April 27, 2021
FISV earnings call for the period ending March 31, 2021.
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April 27, 2021
Fiserv Inc (NASDAQ: FISV) reported first-quarter FY21 revenue of $3.76 billion, beating the analyst estimate of $3.57 billion. Acceptance segment revenue...
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Benzinga Pro's Top 5 Stocks To Watch For Tuesday, Apr. 27, 2021: UPS, ALDX, FISV, PFPT, GOOG
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Merchants Can Offer More Touch-free Ways to Pay as Fiserv Brings PayPal and Venmo QR Code Payments to the Point of Sale
April 27, 2021
From
Fiserv, Inc.
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Business Wire
Recap: Fiserv Q1 Earnings
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April 27, 2021
Shares of Fiserv (NASDAQ:FISV) moved higher by 0.8% in pre-market trading after the company reported Q1 results. Quarterly Results Earnings per share rose 18.18% over the...
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Fiserv Reports First Quarter 2021 Results
April 27, 2021
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Digital Lending Platform Market Growing at a CAGR 18.7% | Key Player Fiserv, Newgen Software, Nucleus Software, FIS Global, Pegasystems
April 26, 2021
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Caixa Econômica Federal and Fiserv Establish Exclusive Alliance for Merchant Acquiring
April 26, 2021
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Financial Software Market to Eyewitness Massive Growth by 2026 : Oracle, Fiserv, Finastra, Intuit
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April 26, 2021
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April 21, 2021
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The study methodologies used to examine the Anti-Money Laundering Software market for the forecast period, 2020 - 2028 further classifies the industry by type, geography, end-use and end-user to add...
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