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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
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Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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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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
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Amdocs Limited - Ordinary Shares
(NQ:
DOX
)
80.16
UNCHANGED
Streaming Delayed Price
Updated: 4:00 PM EST, Jan 2, 2026
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All News about Amdocs Limited - Ordinary Shares
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Vivo Selects Amdocs to Enhance their Evolution Journey and Drive Operational Excellence
November 12, 2024
Via
ACCESSWIRE
Global Commercial Payments Leader Convera Selects Amdocs to Simplify Their Billing Experience and Improve Customer Satisfaction with SaaS-based Solution
November 12, 2024
Via
ACCESSWIRE
Amdocs Evolves Industry-Leading MarketONE Platform, Celebrates Growth Milestone
November 12, 2024
Via
ACCESSWIRE
Amdocs Unveils Enhanced Generative AI Capabilities in amAIz Platform, Featuring GenAI Agents for Next-Level Customer Engagement
November 12, 2024
Via
ACCESSWIRE
Driving Digital Disruption: Amdocs connectX Empowers Innovators to Capture New Market Opportunities in Connectivity
November 12, 2024
Via
ACCESSWIRE
Melon Mobile Selects Amdocs connectX to Enhance its Mobile Offerings to Customers
November 12, 2024
Via
ACCESSWIRE
Japan's NTT InfraNet Extends Agreement with Amdocs to Modernize and Migrate its Core GIS Applications to the Cloud
November 12, 2024
Via
ACCESSWIRE
Amdocs Limited Reports Fourth Quarter & Fiscal Year 2024 Results
November 12, 2024
Via
ACCESSWIRE
Earnings Scheduled For November 12, 2024
↗
November 12, 2024
Via
Benzinga
Amdocs Introduces Next-Generation Fiber Offering to Accelerate and Streamline Fiber Deployment
October 30, 2024
Via
ACCESSWIRE
Vodafone Italy Extends and Expands Relationship with Amdocs to Modernize and Migrate its Systems to the Cloud, Improving Operational Efficiency and Empowering New Innovative Services
November 12, 2024
Via
ACCESSWIRE
Amdocs Releases First Quarter Fiscal 2025 Investor Conference Schedule
November 04, 2024
Via
ACCESSWIRE
Rizz Wireless Selects Amdocs connectX to Enable a Seamless Mobile Experience for International Travelers
September 23, 2024
Via
ACCESSWIRE
Vodafone Ireland Completes Unified Platform Transformation with Amdocs, Enhancing Customer Experience and Operational Efficiency
September 19, 2024
Via
ACCESSWIRE
Is NASDAQ:DOX suited for dividend investing?
↗
August 29, 2024
Why AMDOCS LTD (NASDAQ:DOX) qualifies as a good dividend investing stock.
Via
Chartmill
Tech Turnaround: 7 Stock Innovators Poised to Rise Higher
↗
August 14, 2024
Although the fallout in the innovation space took Wall Street by surprise, now’s the time to consider picking up tech stocks on the cheap.
Via
InvestorPlace
Why Is Doximity (DOCS) Stock Up 30% Today?
↗
August 09, 2024
Doximity stock is up on Friday as DOCS investors react to earnings and revenue beats alongside strong fiscal 2025 guidance.
Via
InvestorPlace
Amdocs Signs Multi-Year Managed Services Agreement with TELUS to Transform Monetization Operations
August 08, 2024
Via
ACCESSWIRE
A1 Group Goes Live with Amdocs to Simplify Subscription Experience for Non-Telco Services
August 07, 2024
Via
ACCESSWIRE
DOX Stock Earnings: Amdocs Beats EPS, Misses Revenue for Q3 2024
↗
August 07, 2024
DOX stock results show that Amdocs beat analyst estimates for earnings per share but missed on revenue for the third quarter of 2024.
Via
InvestorPlace
VodafoneZiggo Selects Amdocs to Modernize and Migrate its Monetization Engines to the Cloud, Improving Operational Efficiency and Business Resilience, and Empowering Innovative New Services
August 07, 2024
Via
ACCESSWIRE
A1 Telekom Austria Selects Amdocs to Modernize its Monetization Platforms
August 07, 2024
Via
ACCESSWIRE
Globe Accelerates Digital Transformation with Amdocs' AI and Data Platform
August 07, 2024
Via
ACCESSWIRE
PLDT Selects Amdocs to Digitally Transform its Network Operations for Greater Agility and Enhanced Customer Experience
August 07, 2024
Via
ACCESSWIRE
Charter Extends Hosting and Managed Services Agreement in Support of Spectrum Mobile
August 07, 2024
Via
ACCESSWIRE
AT&T Selects Amdocs to Enable Disruptive Digital Brands
August 07, 2024
Via
ACCESSWIRE
Amdocs Limited Reports Third Quarter Fiscal 2024 Results
August 07, 2024
Via
ACCESSWIRE
Is NASDAQ:DOX a Good Fit for Dividend Investing?
↗
August 07, 2024
Why the dividend investor may take a look at AMDOCS LTD (NASDAQ:DOX).
Via
Chartmill
Analyzing NASDAQ:DOX's Dividend Potential.
↗
July 17, 2024
Why AMDOCS LTD (NASDAQ:DOX) provides a good dividend, while having solid fundamentals.
Via
Chartmill
Amdocs Releases Fourth Quarter Fiscal 2024 Investor Conference Schedule
August 06, 2024
Via
ACCESSWIRE
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