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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
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Event Schedule
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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
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Motorola Solutions
(NY:
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Updated: 7:00 PM EST, Jan 29, 2026
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Minim and Irdeto Expand Trusted Home Platform in Europe, Deliver AI-Driven WiFi Security Services to Microimpuls
April 22, 2021
Search for the latest press releases from publicly traded companies, private corporations, non-profits and other public sector organizations.
Via
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True Wireless Headphones Market Size to Reach Revenues of around USD 18 Billion by 2026 – Arizton
April 21, 2021
The global true wireless headphones market size to reach USD 18 billion by 2026, growing at a CAGR of over 20% during the period 2020-2026.
Via
EIN Presswire
Mass Notification Systems Market Size, Business Scenario, Share, Growth, Insights, Industry Analysis, Trends and Forecasts Report 2028
↗
April 20, 2021
Vancouver, BC -- (SBWIRE) -- 04/20/2021 -- A recent market study on the Mass Notification Systems market applies both primary and secondary research techniques to identify new opportunities for...
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SBWire
Waveband Communications Inc. Awarded Contract to Support the 4th Cavalry Brigade
April 15, 2021
Waveband Communications to provide durable two-way radio accessories to improve communication within the 4th Cavalry Brigade.
Via
EIN Presswire
Home Security Camera Market - Expectation Surges with Rising Demand and Changing Trends : Hikvision, Vicon Industries, Pelco Corporate, Dahua Technology
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April 14, 2021
A new business intelligence report released by HTF MI with title "Global Home Security Camera Market Research Report with Opportunities and Strategies to Boost Growth- COVID-19 Impact and Recovery" is...
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Security Operations Software Market to Witness Huge Growth by 2026 : BMC Software, Zepko, Ayehu, McAfee
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April 06, 2021
The Global Security Operations Software Market has witnessed continuous growth in the past few years and may grow further during the forecast period (2020-2026).
Via
SBWire
Headset Market to Witness Massive Growth by 2025 : Philips, Bose, Motorola
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April 16, 2021
The latest research on “Global Headset Report 2021” offered by HTF MI provides a comprehensive investigation into the geographical landscape, industry size along with the revenue estimation of the...
Via
SBWire
Mass Notification Systems Market Research Report, Demand, Industry Analysis, Share, Growth, Applications, Types and Forecasts Report 2027
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April 14, 2021
Vancouver, BC -- (SBWIRE) -- 04/14/2021 -- The study methodologies used to examine the Mass Notification Systems market for the forecast period, 2020 - 2027 further classifies the industry by type,...
Via
SBWire
Minim Secures WiFi For Retail Lab Services Sites
April 14, 2021
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CARROLL Sells South Florida Property, The Marin by ARIUM
April 13, 2021
National Real Estate Company Kicks Off Q2 with Disposition of 223-Unit Property
Via
EIN Presswire
Benzinga's Top Ratings Upgrades, Downgrades For April 12, 2021
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April 12, 2021
Upgrades For Eni SpA (NYSE:E), Credit Suisse upgraded the previous rating of Underperform to Neutral. For the fourth quarter, Eni had an EPS of $0.02, compared to year-ago...
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