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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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Amdocs Limited - Ordinary Shares
(NQ:
DOX
)
64.83
+0.49 (+0.76%)
Streaming Delayed Price
Updated: 4:00 PM EDT, Mar 20, 2026
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All News about Amdocs Limited - Ordinary Shares
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Empowering Creativity: DreamWorks Animation Selects Amdocs to Streamline Production and Enhance the Artistic Experience
March 05, 2025
Via
ACCESS Newswire
Botswana Telecommunications Corporation Selects Amdocs to Modernize its Billing Platform, Enhancing Service Delivery and Driving Innovation
March 04, 2025
Via
ACCESS Newswire
MVNE.pl Selects Amdocs connectX to Redefine Digital Connectivity in Poland
March 04, 2025
Via
ACCESS Newswire
Amdocs CFO & COO Tamar Rapaport-Dagim to Speak at the Morgan Stanley Technology, Media & Telecom Investor Conference
March 03, 2025
Via
ACCESS Newswire
MWC 2025: Amdocs Unveils Amdocs Studios, a New Holistic Digital Services Offering for Every Stage of the Business Transformation Lifecycle
March 03, 2025
Via
ACCESS Newswire
MWC 2025: Amdocs Opens GenAI-Focused Experience Lab in North America, Showcasing Leading-Edge Generative AI Capabilities that Fuel Business Growth
February 28, 2025
Via
ACCESS Newswire
MWC 2025: Amdocs Announces the Availability of its amAIz Suite and AI Agents on Google Cloud
February 26, 2025
Via
ACCESS Newswire
Transforming Network Operations: Amdocs Unveils Cognitive RAN Automation Platform and rApp Ecosystem at MWC 2025
February 25, 2025
Via
ACCESS Newswire
Amdocs Recognized in Industry Analyst Reports
February 14, 2025
Via
ACCESS Newswire
MWC 2025: Communications Service Providers Missing Out on $24B of B2B Revenue Due to Inefficiencies, Fragmented Systems, and Skill Gaps across Customer Lifecycle, Amdocs Research Finds
February 28, 2025
Via
ACCESS Newswire
MWC 2025: Amdocs Unveils CES25, the Next-Generation of its Generative AI-Led Suite Built on the Cloud
February 27, 2025
Via
ACCESS Newswire
MWC 2025: Amdocs Launches Cross-Industry AI Apps on Snowflake Marketplace to Assist Businesses Prevent Fraud, Non-Payment, and Customer Churn
February 25, 2025
Via
ACCESS Newswire
Amdocs Announces Expansion of its eSIM SaaS Platform with Support for Rich Communication Services (RCS) and Firebase Cloud Messaging (FCM) on Android
February 24, 2025
Via
ACCESS Newswire
Study: Over 75% of Service Providers Believe Investment in Data Modernization Crucial to Realizing Generative AI's Full Potential
February 21, 2025
Via
ACCESS Newswire
Amdocs Introduces Amdocs AI Factory, Empowering Service Providers to Monetize the Next Generation of AI Services
February 20, 2025
Via
ACCESS Newswire
Amdocs Q1 Earnings Assessment
↗
February 04, 2025
Via
Benzinga
Singapore's M1 Goes Live with Postpaid Charging in Cloud-Based Modernization with Amdocs
February 04, 2025
Via
ACCESS Newswire
Amdocs Earnings Report: Q1 Overview
↗
February 04, 2025
Via
Benzinga
MWC 2025: New Amdocs Generative AI Suite, amAIz, Brings Together Disparate Data, Advanced Insights and GenAI Capabilities to Simplify and Accelerate Generative AI Adoption
February 18, 2025
Via
ACCESS Newswire
The Ultimate Guide To Stock Investing Success
↗
February 13, 2025
A discussion about how you can really identify stocks that you can add to your portfolio that will be winners in the long run.
Via
Talk Markets
Topics
Stocks / Equities
MWC 2025: Amdocs Charging Momentum Accelerates with Substantial Implementations, Empowering Service Providers of All Sizes
February 06, 2025
Via
ACCESS Newswire
Beeline Kazakhstan Reaches Key Milestone in Monetization Modernization Project with Amdocs
February 04, 2025
Via
ACCESS Newswire
Tusass Selects Amdocs to Modernize Monetization Platform and Unlock New Opportunities in Greenland
February 04, 2025
Via
ACCESS Newswire
Earnings Breakdown: Amdocs Q1
↗
February 04, 2025
Via
Benzinga
Systegra Technologies Selects Amdocs connectX to Enhance its Digital Offerings to Customers
February 04, 2025
Via
ACCESS Newswire
Amdocs Limited Reports First Quarter Fiscal 2025 Results
February 04, 2025
Via
ACCESS Newswire
Montenegro's Crnogorski Telekom Extends and Expands Relationship with Amdocs to Modernize its Monetization Engines
February 04, 2025
Via
ACCESS Newswire
Amdocs Limited Files FY2024 Annual Report
December 17, 2024
Via
ACCESSWIRE
24 Information Technology Companies With Strong Value Fundamentals
↗
December 13, 2024
We are looking for value in Information Technology companies because we are still in a strong bull market.
Via
Talk Markets
Topics
Stocks / Equities
Earnings Scheduled For February 4, 2025
↗
February 04, 2025
Via
Benzinga
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