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Traditional Broker/Dealer Execution Flow
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
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Amdocs Limited - Ordinary Shares
(NQ:
DOX
)
84.07
+1.40 (+1.69%)
Streaming Delayed Price
Updated: 4:00 PM EST, Jan 8, 2026
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All News about Amdocs Limited - Ordinary Shares
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Amdocs Included in Dow Jones Sustainability Index (DJSI) for Fifth Consecutive Year
December 21, 2023
Via
ACCESSWIRE
The 7 Most Undervalued Sleeper Stocks to Buy in December
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December 15, 2023
Here are just a few of the top, most undervalued sleeper stocks to consider buying as we head into the new year.
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Amdocs Limited Files Fiscal 2023 Annual Report
December 13, 2023
Via
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Ad-Based Content, Gaming and Beyond: Amdocs Research Reveals Consumer Expectations Leading Into 2024’s Streaming Landscape
December 05, 2023
Via
ACCESSWIRE
Amdocs’ Vubiquity Technology and Services Support A+E Networks(R) as it Expands Video-On-Demand Entertainment Across Streaming Services and Pay TV Providers
December 05, 2023
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Why the dividend investor may take a look at NASDAQ:DOX.
↗
December 05, 2023
Uncovering Dividend Opportunities with AMDOCS LTD (NASDAQ:DOX).
Via
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Amdocs Awarded 2023 AWS Partner Award
November 28, 2023
Via
ACCESSWIRE
Recap: Amdocs Q4 Earnings
↗
November 07, 2023
Via
Benzinga
DISH Wireless Receives Amdocs Innovation Award for Exceptional 5G Open RAN Network Deployment, Meeting FCC Milestone
November 07, 2023
Via
ACCESSWIRE
Investors Should Not Pay More Than A 15 P/E Ratio When Buying A Stock
↗
December 01, 2023
A look at how the P/E ratio can help determine if a stock is trading at a fair valuation or not, and whether it is a good investment.
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7 Stocks You’ll Be Thankful You Bought in November 2023
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December 01, 2023
These are the top stocks to own and represent undervalued companies that are likely to witness healthy growth and margin expansion.
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7 Stocks That Will Make You a Millionaire in 5 Years
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November 16, 2023
These are just a few of the top stocks to make you a millionaire. All are positioned afor stellar growth in the coming years.
Via
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Summit Broadband Selects Amdocs to Drive its Fiber Business and Operational Transformation, Improving Customer Experiences and Monetization Opportunities
November 07, 2023
Via
ACCESSWIRE
Amdocs Joins Integrated Private Wireless on AWS as System Integrator, Enabling Service Providers to Unlock New Innovations in Mobile Private Networks
November 07, 2023
Via
ACCESSWIRE
Amdocs and NVIDIA to Accelerate Adoption of Generative AI for $1.7 Trillion Telecom Industry
November 07, 2023
Via
ACCESSWIRE
VodafoneZiggo Extends Multi-Year Managed Services Agreement with Amdocs to Elevate Operational Excellence
November 07, 2023
Via
ACCESSWIRE
Amdocs Limited Reports Fourth Quarter & Full Year Fiscal 2023 Results; Initiates Fiscal 2024 Outlook
November 07, 2023
Via
ACCESSWIRE
Amdocs’ Vubiquity Selected by Lionsgate to Streamline Content Accessibility of 18,000-Plus Film and TV Catalog through Cutting-Edge Automation
November 07, 2023
Via
ACCESSWIRE
Amdocs Releases First Quarter Fiscal 2024 Investor Conference Schedule
October 24, 2023
Via
ACCESSWIRE
etisalat by e& Selects Amdocs to Revolutionize its In-Store Retail Experience with One of the World’s First AI-Enabled Telco Autonomous Stores
October 19, 2023
Via
ACCESSWIRE
Bharti Airtel Collaborates with Amdocs to Accelerate Digital Transformation
October 19, 2023
Via
ACCESSWIRE
Amdocs Limited Issues Statement Regarding Recent Events in Israel
October 12, 2023
Via
ACCESSWIRE
Amdocs Helps Accelerate Customers' Hybrid Cloud Strategy with Oracle Database@Azure
October 09, 2023
Via
ACCESSWIRE
Amdocs and Oracle Accelerate Service Providers' Journey to the Cloud
September 18, 2023
Via
ACCESSWIRE
3 Growth Stocks to Buy for 10-Bagger Returns by 2030
↗
October 03, 2023
These are the growth stocks to buy and hold until 2030, as they represent quality companies poised for robust revenue and cash flow upside.
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2030 Vision: 3 Growth Stocks to Hold for the Next 6+ Years
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September 25, 2023
These are the attractively valued growth stocks to buy and hold for multibagger returns by 2030, as they represent quality businesses.
Via
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3 Top Tech Stocks to Buy for Multibagger Returns by 2025
↗
September 20, 2023
These are the top tech stocks to buy as they represent companies with a bright growth outlook on the back of a big addressable market.
Via
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PLDT and Smart Select Amdocs for Cloud Migration and Modernization Project
September 18, 2023
Via
ACCESSWIRE
Amdocs Evolves its Cloud Management Platform, Powered by Generative AI, to Hyper-Automate Service Providers Operations and IT
September 06, 2023
Via
ACCESSWIRE
Amdocs Hits Critical Mass with its 5G-Native Charging Solution, Empowering Service Providers to Unlock New Monetization Opportunities Across Diverse Cloud Environments
September 06, 2023
Via
ACCESSWIRE
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