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What We Buy Currently
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TSL's Turnkey Operation Platform
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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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Visa
(NY:
V
)
362.50
-7.97 (-2.15%)
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Updated: 7:00 PM EDT, Aug 7, 2026
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Siam Legal International Reports US Visa Changes Affecting Thai Nationals in 2026
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Professional Immigration Services by Trusted Consultants in Edmonton Alberta
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You Just Graduated in Australia What's Next Your Step-by-Step 485 Visa Guide
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SoFi and Visa Earnings Point to Consumer Confidence
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August 07, 2026
Earnings season is showing that consumers are still spending and paying their bills, as indicated by SoFi and Visa.
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Q2 Earnings Outperformers: Visa (NYSE:V) And The Rest Of The Credit Card Stocks
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My 12 Top-Ranked Stocks to Buy Now in August (2026)
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There is something for everyone in this excellent group of stocks.
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They all work together in the same business, but not all of these names bring the same risk and reward potential to the table.
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Which dow jones stocks are moving on Thursday?
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Fiserv Q2 Earnings Call Highlights
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Is the Market Underrating American Express's Growth Runway?
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One of Warren Buffettʻs favorite stocks is down 6% year to date.
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Siam Legal International Highlights Thailand Retirement Visa Options as Long-Term Residency Demand Grows
August 06, 2026
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Greg Abel Sold 15 Buffett Stock Positions in His First Quarter as Berkshire CEO. What His Early Portfolio Moves Signal for Shareholders.
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A Complete Checklist for Your India Visa from UAE Application
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August 06, 2026
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Circle Internet Group Q2 Earnings Call Highlights
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August 06, 2026
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Steve Lieblein Announces Release of Visa from Lala Land, a Coming-of-Age Novel Reframing “Distracted” Children as Gifted Individuals
August 06, 2026
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Best Visa Consultant in Delhi NCR | Trusted Tourist, Student & Work Visa Services | Rama Overseas
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Siam Legal International Highlights Thailand Privilege Visa Promotions and Deadlines in 2026
August 05, 2026
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Visa’s BioCatch Deal Could Make Fraud Prevention a Bigger Business
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August 05, 2026
Visa is acquiring fraud-detection firm BioCatch for $2.4 billion in cash, boosting its Value-Added Services segment and strengthening fraud prevention across its banking network.
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Australia Immigration Consultants: Your Trusted Guide for Every Australian Visa
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August 05, 2026
Australia continues to attract thousands of people each year who want to study, work, reunite with family, or build a long-term future. However, Australia'
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3 Reasons We’re Fans of Visa (V)
August 05, 2026
Visa trades at $370.11 per share and has stayed right on track with the overall market, gaining 12.4% over the last six months. At the same time, the S&P 500...
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