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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
MARKET RESEARCH
Featured Quarterly Newsletter
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CBRE Group
(NY:
CBRE
)
139.53
-1.53 (-1.08%)
Official Closing Price
Updated: 7:00 PM EDT, Jul 10, 2026
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14 Regional Banks In The S&P 500 That Are Worth Looking At
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April 20, 2021
Some of the S&P 500 banks are trading at very high valuations, while others at more attractive levels.
Via
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Honoring the 2021 Top 50 Corporate Social Responsibility at the National Diversity & Leadership Conference
April 19, 2021
SOURCE: National Diversity Council
Via
3BL Media
Understanding CBRE Clarion Glb Real Est's Ex-Dividend Date
↗
April 16, 2021
On April 9, 2021, CBRE Clarion Glb Real Est (NYSE:IGR) announced shareholders can expect to receive a dividend payable on April 30, 2021. The stock will then go ex-dividend 1...
Via
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CBRE Group, Inc. Earns 2021 ENERGY STAR® Partner of the Year Sustained Excellence Award
April 13, 2021
From
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Via
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GP Pro Product Named Best Workplace Solution Of 2020
March 30, 2021
SOURCE: Georgia-Pacific
Via
3BL Media
Stocks That Hit 52-Week Highs On Monday
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May 10, 2021
This morning 792 companies reached new 52-week highs. Points of Interest: JPMorgan Chase (NYSE: JPM) was the largest company by market cap to set a new 52-week high. The...
Via
Benzinga
CIS Global Expands Headquarters in Tucson, Arizona
May 05, 2021
New Facility to Accommodate Growth of 100 New Jobs
Via
EIN Presswire
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Economy
Supply Chain
Supurva Healthcare Group, Inc. Targets Medical Office Buildings to Launch Its Real Estate Portfolio
May 04, 2021
Liverpool, New York--(Newsfile Corp. - May 4, 2021) - Supurva Healthcare Group, Inc. (OTC Pink: SPRV) "Booming." Booming is the...
Via
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CBRE Group, Inc. (CBRE) Q1 2021 Earnings Call Transcript
↗
April 29, 2021
CBRE earnings call for the period ending March 31, 2021.
Via
The Motley Fool
Topics
Earnings
CBRE Group: Q1 Earnings Insights
↗
April 29, 2021
Shares of CBRE Group (NYSE:CBRE) moved higher by 0.1% in pre-market trading after the company reported Q1 results. Quarterly Results Earnings per share rose 14.67% over the...
Via
Benzinga
CBRE Group, Inc. Reports Financial Results for First-Quarter 2021
April 29, 2021
From
CBRE Group, Inc.
Via
Business Wire
CBRE Group, Inc. Earns 2021 ENERGY STAR® Partner of the Year Sustained Excellence Award
April 20, 2021
SOURCE: CBRE Group, Inc.
Via
3BL Media
Topics
Climate Change
The Crescent® Announces 103,690 Square Feet of New, Expansion, and Renewal Leases
April 13, 2021
The Crescent is positioned to take advantage of leasing momentum as Dallas comes out of COVID-19 and DFW-Metro emerges as second hottest U.S. Market
Via
EIN Presswire
Topics
Economy
CBRE Group, Inc. Announces Details of Conference Call and Webcast for First Quarter 2021 Financial Results
April 09, 2021
From
CBRE Group, Inc.
Via
Business Wire
Tesla Ramps Up India Plan As It Onboards Exec To Lead Business And Lobbying: Report
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April 08, 2021
Tesla Inc. (NASDAQ: TSLA) has ramped up its plan to enter the Indian market by scouting for locations to open showrooms and hiring an executive to lead its lobbying and business...
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Honoring The 2021 Top 100 Diversity Officers at The National Diversity & Leadership Conference
April 01, 2021
SOURCE: National Diversity Council
Via
3BL Media
Topics
Economy
Stocks
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