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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
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Turbo Energy, S.A. - American Depositary Shares
(NQ:
TURB
)
1.495
-0.055 (-3.55%)
Streaming Delayed Price
Updated: 2:41 PM EDT, Jun 2, 2026
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GreenEnergyBreaks — Turbo Energy S.A. (NASDAQ: TURB) Reports on FY 2023 Financial, Business Results
April 19, 2024
Via
Investor Brand Network
Topics
Artificial Intelligence
Electric Vehicles
Intellectual Property
Turbo Energy Announces Financial Results for Year Ended December 31, 2023
April 18, 2024
From
Turbo Energy S.A.
Via
GlobeNewswire
GreenEnergyBreaks — Turbo Energy S.A. (NASDAQ: TURB) Portable GoSolar Solution Now Available at Largest Department Store Chain in Europe
April 16, 2024
Via
Investor Brand Network
Topics
Artificial Intelligence
El Corte Inglés S.A. Begins Selling Turbo Energy's GoSolar Solution
April 16, 2024
From
Turbo Energy S.A.
Via
GlobeNewswire
GreenEnergyBreaks — Turbo Energy S.A. (NASDAQ: TURB) Poised to Stand Distinct in Energy Storage Industry
April 12, 2024
Via
Investor Brand Network
Topics
Artificial Intelligence
Electric Vehicles
Intellectual Property
Turbo Energy S.A. (NASDAQ: TURB) Targets Commercial Solar Market, Corporate Giants Boost Investments
April 11, 2024
Via
Investor Brand Network
US EPA Announces $20B in Grants to Banks Funding Green-Energy Projects
April 10, 2024
Via
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Topics
Climate Change
Turbo Energy S.A. (NASDAQ: TURB) Powering the Future: Tech-Infused Photovoltaics and the Path to Sustainable Energy
April 01, 2024
Via
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Topics
Climate Change
GreenEnergyBreaks — Turbo Energy S.A. (NASDAQ: TURB) Offers ‘Best-on-the-Market’ AI and Optimization System
March 27, 2024
Via
Investor Brand Network
Topics
Artificial Intelligence
Turbo Energy (NASDAQ: TURB) Advances Patented, AI-Powered Energy Storage Solution as EU Market Surges
March 27, 2024
Via
Investor Brand Network
TechMediaBreaks – Turbo Energy S.A. (NASDAQ: TURB) Serving Residential, Commercial Markets Amid Anticipated Growth in Demand for Solar Systems
March 22, 2024
Via
Investor Brand Network
Topics
Artificial Intelligence
Arizona Project to Showcase Combination of Solar, Batteries in Grid Stability
March 22, 2024
Via
Investor Brand Network
GreenEnergyBreaks — Turbo Energy S.A. (NASDAQ: TURB) Providing ‘Best on the Market’ AI-Driven System
March 15, 2024
Via
Investor Brand Network
Topics
Artificial Intelligence
Turbo Energy (NASDAQ: TURB) Aligned with Rising EU and U.S. Renewable Energy Targets
March 15, 2024
Via
Investor Brand Network
GreenEnergyBreaks — Turbo Energy S.A. (NASDAQ: TURB) Collaborates for Opportunity in Rapidly Expanding Solar Photovoltaic Sector
March 06, 2024
Via
Investor Brand Network
Topics
Artificial Intelligence
EU Hopeful of Meeting Energy Transition Goals as Wind Farm Investments Soar
March 04, 2024
Via
Investor Brand Network
Topics
Economy
Emissions
Turbo Energy (NASDAQ: TURB) Harnesses AI Technologies to Combat Climate Change
March 01, 2024
Via
Investor Brand Network
Topics
Artificial Intelligence
Climate Change
GreenEnergyBreaks — Turbo Energy S.A. (NASDAQ: TURB) Capitalizing on Growing Transition to Renewables
February 29, 2024
Via
Investor Brand Network
Topics
Artificial Intelligence
China Establishes Green Electricity Sources Equal to 50% of US Capacity
February 23, 2024
Via
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Topics
Energy
GreenEnergyBreaks — Turbo Energy S.A. (NASDAQ: TURB) Positioning in Dynamic Landscape of AI-Driven Green Energy
February 22, 2024
Via
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Topics
Artificial Intelligence
Turbo Energy (NASDAQ: TURB) Advances Sunbox Home Energy Solution, EU Subsidizing Adoption
February 22, 2024
Via
Investor Brand Network
Topics
Economy
GreenEnergyBreaks — Turbo Energy S.A. (NASDAQ: TURB) Poised to Play Key Role in Fueling Europe’s Renewable Energy Evolution
February 20, 2024
Via
Investor Brand Network
Topics
Artificial Intelligence
Turbo Energy (NASDAQ: TURB) Drives AI Innovation within Residential Energy Storage Solutions
February 14, 2024
Via
Investor Brand Network
Topics
Artificial Intelligence
Emissions
TechMediaBreaks – Turbo Energy S.A. (NASDAQ: TURB) Positioned at Industry Forefront with Focus on AI-Driven Optimization, Diverse Product Offerings
February 12, 2024
Via
Investor Brand Network
Topics
Artificial Intelligence
Intellectual Property
Abandoned Finnish Mine to Be Converted into Underground Energy Storage Facility
February 12, 2024
Via
Investor Brand Network
Turbo Energy’s (NASDAQ: TURB) Sunbox Selected to Power Up Solar360’s Capabilities Aiming to Transform Spain’s Photovoltaic Landscape in 2024
February 06, 2024
Via
Investor Brand Network
GreenEnergyBreaks – Turbo Energy S.A.’s (NASDAQ: TURB) Products Contributing to Sustainable Reduction of Energy Costs for Thousands of Homes and Businesses
February 02, 2024
Via
Investor Brand Network
Topics
Artificial Intelligence
Turbo Energy (NASDAQ: TURB) Seeks to Help Facilitate Global Decarbonization Goals
February 01, 2024
Via
Investor Brand Network
Topics
Climate Change
Turbo Energy (NASDAQ: TURB) Grows in Confidence as Energy Transition Relies on AI to Stomp on the Brakes of Global Warming
January 23, 2024
Via
Investor Brand Network
Topics
Artificial Intelligence
Emissions
Turbo Energy (NASDAQ: TURB) Pioneers AI-Powered Household Energy Storage Solution
January 19, 2024
Via
Investor Brand Network
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