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home
about us
Investment Approach
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Market Analysis Summary
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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
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FTI Consulting, Inc. Common Stock
(NY:
FCN
)
163.40
+0.78 (+0.48%)
Streaming Delayed Price
Updated: 11:19 AM EST, Feb 19, 2026
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FTI Consulting Adds Regulatory Risk and Compliance Expert Michael Herde to Financial Services Offering
March 13, 2025
From
FTI Consulting, Inc.
Via
GlobeNewswire
Compass Lexecon Adds Antitrust and Economics Expert William Rogerson
March 12, 2025
From
FTI Consulting, Inc.
Via
GlobeNewswire
Business Process Outsourcing & Consulting Q4 Earnings: Huron (NASDAQ:HURN) is the Best in the Biz
March 12, 2025
The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how business process outsourcing & consulting stocks fared in Q4,...
Via
StockStory
Topics
Artificial Intelligence
Economy
Compass Lexecon Names Mary Coleman Head of U.S. Antitrust Practice
March 10, 2025
From
FTI Consulting, Inc.
Via
GlobeNewswire
Earnings Scheduled For February 20, 2025
↗
February 20, 2025
Via
Benzinga
FTI Consulting Further Bolsters Asia Business Transformation Practice with Senior Appointments
March 09, 2025
From
FTI Consulting, Inc.
Via
GlobeNewswire
Compass Lexecon Adds Healthcare Economist Matthew Grennan
March 05, 2025
From
FTI Consulting, Inc.
Via
GlobeNewswire
FTI Consulting Appoints Two Regulatory and Compliance Experts as Senior Managing Directors in Risk and Investigations Practice
March 04, 2025
From
FTI Consulting, Inc.
Via
GlobeNewswire
Compass Lexecon Expands Presence in Italy with Rome Office
March 04, 2025
From
FTI Consulting, Inc.
Via
GlobeNewswire
Top Health Economics Expert Professor Jonathan Kolstad Affiliates with Compass Lexecon
March 03, 2025
From
FTI Consulting, Inc.
Via
GlobeNewswire
FTI Consulting Strengthens Strategic Communications Segment in France with the Appointment of Géraldine Amiel as Senior Managing Director
March 03, 2025
From
FTI Consulting, Inc.
Via
GlobeNewswire
Compass Lexecon Enhances Capabilities with Appointment of Prominent Economist Ginger Jin
February 28, 2025
From
FTI Consulting, Inc.
Via
GlobeNewswire
FTI Consulting Expands Dispute Advisory Services Practice with Addition of Senior Managing Director
February 27, 2025
From
FTI Consulting, Inc.
Via
GlobeNewswire
Business Transformation Expert Joins FTI Consulting’s Food & Agribusiness Practice as Senior Managing Director
February 26, 2025
From
FTI Consulting, Inc.
Via
GlobeNewswire
Antitrust, Intellectual Property, Digital Platforms and International Business Expert Professor Daniel Spulber Affiliates with Compass Lexecon
February 26, 2025
From
FTI Consulting, Inc.
Via
GlobeNewswire
FTI Consulting Expands Forensic and Litigation Consulting Segment in Asia with Key Leadership Appointments
February 25, 2025
From
FTI Consulting, Inc.
Via
GlobeNewswire
FTI Consulting Survey: 70% of Remote and Hybrid Workers Would Leave Job Over Return-to-Office Rule
February 25, 2025
Occupiers of Newer and Updated Office Spaces are Better Positioned to Attract Employees Back to Office say Experts in FTI Consulting’s Real Estate Solutions Practice
From
FTI Consulting, Inc.
Via
GlobeNewswire
Top 2 Industrials Stocks That Are Set To Fly This Quarter
↗
February 24, 2025
Via
Benzinga
FTI Consulting Bolsters Cross-Border Restructuring and Insolvency Offering with Hire of Jo Hewitt
February 24, 2025
From
FTI Consulting, Inc.
Via
GlobeNewswire
FTI Consulting Reports Fourth Quarter and Full Year 2024 Financial Results
February 20, 2025
From
FTI Consulting, Inc.
Via
GlobeNewswire
Restructuring Expert Mark Shinderman Joins FTI Consulting
February 19, 2025
From
FTI Consulting, Inc.
Via
GlobeNewswire
FTI Consulting Expands Transactions Practice with Appointment of Two M&A Experts
February 18, 2025
From
FTI Consulting, Inc.
Via
GlobeNewswire
The General Counsel Report Identifies Priorities and Biggest Drivers of Cost Increases for Legal Departments
February 18, 2025
From
FTI Consulting, Inc.
Via
GlobeNewswire
FTI Consulting Strengthens Business Transformation Capabilities with Addition of Senior Managing Director Timothée Fraisse
February 17, 2025
From
FTI Consulting, Inc.
Via
GlobeNewswire
FTI Consulting Establishes Healthcare & Human Services Industry Practice in Australia
February 16, 2025
From
FTI Consulting, Inc.
Via
GlobeNewswire
FTI Consulting Strengthens Corporate Finance & Restructuring Segment in Germany with Two Senior Hires and Three Promotions
February 12, 2025
From
FTI Consulting, Inc.
Via
GlobeNewswire
Lenders Maintain Optimism After a Banner Year for Leveraged Credit
February 10, 2025
From
FTI Consulting, Inc.
Via
GlobeNewswire
FTI Delta Strengthens Telecommunications Practice with Two Senior Hires
February 06, 2025
From
FTI Consulting, Inc.
Via
GlobeNewswire
FTI Consulting Announces Technology Alliance with iManage
February 03, 2025
Collaboration Will Provide Law Firm and Legal Department Clients with Powerful, Flexible Knowledge Work Solutions
From
FTI Consulting, Inc.
Via
GlobeNewswire
FTI Consulting to Release Fourth Quarter and Full Year 2024 Results and Host Conference Call
January 30, 2025
From
FTI Consulting, Inc.
Via
GlobeNewswire
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