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home
about us
Investment Approach
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Value Proposition
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)
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Quarterly Performance Reports
Market Value Securities (MVS)
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
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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(CSE:
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Harvard University Robotics and AR/VR Workshops Showcase ARway.ai, Snap, and Magic Leap’s Spatial Computing and AR Platforms Capabilities
April 18, 2023
Via
ACCESSWIRE
The Power Play by The Market Herald Releases New Interviews with Luminex Resources, Voyageur Pharmaceuticals, Trillion Energy, ARway and Pan Global Resources Discussing Their Latest News
April 11, 2023
Via
ACCESSWIRE
Nextech3D.ai to Present its Generative AI-Powered 3D Modeling Solutions At The VirtualInvestorConferences.com April 13th
April 11, 2023
From
Virtual Investor Conferences
Via
GlobeNewswire
ARway.ai Closes Annual Partner Licence and Sees Demand Ramp Up
April 11, 2023
Via
ACCESSWIRE
ARway.ai Unveils SDK 2.3 with Significant Enhanced AI-Features and AR Experiences, Opening Up New Markets
April 04, 2023
Via
ACCESSWIRE
ARway Secures Multiple New SDK Deals to Drive Growth in $44B Indoor Positioning and Navigation Market
March 30, 2023
Via
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ARway Corp. Files First Provisional Patent In a Series for Digital Twin Technology
March 07, 2023
Via
ACCESSWIRE
The Power Play by The Market Herald Releases New Interviews with Leocor Gold, ARway and Emerge Commerce Discussing Their Latest News
April 05, 2023
Via
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The Power Play by The Market Herald Releases New Interviews with Marble Financial, Nextech3D.ai and ARway Discussing Their Latest News
March 30, 2023
Via
ACCESSWIRE
The Power Play by The Market Herald Releases New Interviews with Trillion Energy, Fuse Battery Metals and ARway Discussing Their Latest News
March 28, 2023
Via
ACCESSWIRE
ARway.ai Unveils Patent-Pending AI-powered 3D Digital Twin Floor Plan Generation Technology to Capture a Share of the $44 Billion Indoor Navigation Market
March 28, 2023
Via
ACCESSWIRE
The Power Play by The Market Herald Releases New Interviews with HydroGraph Clean Power, Nextech3D.ai and ARway Discussing Their Latest News
March 15, 2023
Via
ACCESSWIRE
ARway Corp. Announces Featured CEO Segment on BTV Business Television March 4th & 5th
March 03, 2023
Via
ACCESSWIRE
ARway CEO Joins BTV Business Television to Discuss Augmented Reality Navigation
February 16, 2023
Via
ACCESSWIRE
ARway Corp. Signs Multiple New Deals as $44 Billion Indoor Navigation Industry Accelerates Shift to Augmented Reality Navigation
February 14, 2023
Via
ACCESSWIRE
ARway Corp. Signs Multiple New SDK Deals For Indoor Positioning (IPIN) & Augmented Reality Navigation
March 15, 2023
Via
ACCESSWIRE
The Power Play by The Market Herald Releases New Interviews with Nextech AR Solutions and ARway Discussing Their Latest News
March 07, 2023
Via
ACCESSWIRE
CORRECTION FROM SOURCE: BTV Showcases: ARway, Osisko Development, Talisker Resources, & Skyline Wealth Management
March 03, 2023
[The fund name for Skyline Clean Energy Fund has been corrected]Vancouver, British Columbia--(Newsfile Corp. - March 3, 2023) - On...
Via
Newsfile
BTV Showcases: ARway, Osisko Development, Talisker Resources, & Skyline Wealth Management
March 03, 2023
Vancouver, British Columbia--(Newsfile Corp. - March 3, 2023) - On National Television Broadcast March 4 & March 5, 2023 -...
Via
Newsfile
The Power Play by The Market Herald Releases New Interviews with ARway, Nextech AR, Vista Gold, INEO Tech and Datametrex Discussing Their Latest News
March 02, 2023
Via
ACCESSWIRE
ARway Corp. Announces Museum AR Wayfinding Pilot & Partnership With ERNACT, Or European Regions Network for the Application of Communications Technology
March 02, 2023
Via
ACCESSWIRE
ARway Corp: Technological Advancement Disrupting the AR Market, CEO Clips Video
March 01, 2023
Vancouver, British Columbia--(Newsfile Corp. - March 1, 2023) - ARway Corp. (CSE: ARWY) - This company offers an all-in-one solution...
Via
Newsfile
The Power Play by The Market Herald Releases New Interviews with Green River Gold, Brascan Gold, Nextech AR Solutions, ARway, Mountain Boy Minerals and Bocana Resources Discussing Their Latest News
February 28, 2023
Via
ACCESSWIRE
ARway’S SDK Gaining Traction Signing Multiple New Deals as $44 Billion Indoor Navigation Industry Accelerates Shift to Augmented Reality Navigation
February 28, 2023
Via
ACCESSWIRE
ARway Corp. Lands AR Navigation Pilot Contract With South America’s Largest Car Rental Company
February 22, 2023
Via
ACCESSWIRE
The Power Play by The Market Herald Releases New Interviews with Slave Lake Zinc, ARway and Trillion Energy Discussing Their Latest News
February 14, 2023
Via
ACCESSWIRE
Nextech AR to Present Its Generative AI, 3D Model & AR Navigation Tech Thursday, February 9 At The VirtualInvestorConferences.com
February 08, 2023
Generative AI is now giving Nextech a competitive edge and driving its transformation towards profitability and scale in the $100Billion 3D model for ecommerce market
From
Virtual Investor Conferences
Via
GlobeNewswire
Nextech AR to Present It’s Generative AI, 3D Model & AR Navigation Tech Thursday, February 9 At The Virtual InvestorConferences.com
February 08, 2023
Via
ACCESSWIRE
The Power Play by The Market Herald Releases New Interviews with Brascan Gold, Orford Mining, ARWay and UGE International Discussing Their Latest News
February 07, 2023
Via
ACCESSWIRE
ARway Signs AR Wayfinding Deal With Saudi German Health
February 07, 2023
Via
ACCESSWIRE
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