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home
about us
Investment Approach
Client Service Approach
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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MARKET RESEARCH
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(OP:
AMFN
)
0.1500
-0.0100 (-6.25%)
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Updated: 3:59 PM EDT, May 15, 2026
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GreenEnergyBreaks — American Fusion Inc. (OTC: AMFN) Highlights Strategic Washington Engagements, Provides Corporate Update
May 14, 2026
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May 14, 2026
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American Fusion(TM) Inc. (AMFN) Advances Texatron(TM) Development as Company Moves Toward Pre-Production Testing
May 14, 2026
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May 08, 2026
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GreenEnergyBreaks — American Fusion Inc. (OTC: AMFN) Advances 5MW Texatron Pre-Production Unit Toward Testing
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InvestorNewsBreaks – American Fusion Inc. (OTC: AMFN) Reduces Authorized Shares and Provides Financing Update
May 04, 2026
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American Fusion(TM) Inc. (AMFN) Expands Patent Portfolio as It Builds out Texatron(TM) Fusion Platform
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Regulatory Compliance
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May 01, 2026
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American Fusion(TM) Inc. (AMFN) Targets Government and Defense Channels to Accelerate Commercialization
April 29, 2026
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DefenseNewsBreaks – American Fusion Inc. (OTC: AMFN) Expands Government Procurement Services With Initial Canadian Defense Order
April 28, 2026
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Economy
Intellectual Property
GreenEnergyBreaks — American Fusion Inc. (OTC: AMFN) Cancels 1.68B Shares, Reducing Outstanding by 56%
April 27, 2026
Via
Investor Brand Network
Topics
Economy
Intellectual Property
InvestorNewsBreaks – American Fusion Inc. (OTC: AMFN) Featured in AINewsWire Editorial on AI Energy Constraints
April 24, 2026
Via
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Topics
Artificial Intelligence
Intellectual Property
American Fusion Inc. (OTC: AMFN) Positioning Itself at Crossroads of Advanced Energy Development, Future Infrastructure
April 24, 2026
From
American Fusion Inc.
Via
GlobeNewswire
AINewsBreaks – American Fusion Inc. (OTC: AMFN) Positioned At Center Of AI-Driven Energy Demand Surge Alongside Major Industry Players
April 23, 2026
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Energy Constraints Emerging as Critical Factor in Sustaining AI Expansion
April 23, 2026
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Artificial Intelligence
Economy
AINewsBreaks – American Fusion Inc. (OTC: AMFN) Featured in AINewsWire Editorial on AI-Driven Energy Demand
April 22, 2026
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Intellectual Property
Energy Constraints Emerging as Critical Factor in Sustaining AI Expansion
April 23, 2026
From
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GreenEnergyBreaks — American Fusion Inc. (OTC: AMFN) Advances Texatron Platform With Expanding Patent Portfolio and Strategic Initiatives
April 22, 2026
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Economy
Intellectual Property
American Fusion Inc. (OTC: AMFN) Working Toward Scalable, High-Efficiency Energy Systems Designed to Meet Growing Demands of AI-Driven Workloads
April 22, 2026
From
American Fusion Inc.
Via
GlobeNewswire
AINewsBreaks – American Fusion Inc. (OTC: AMFN) Positioned At Nexus Of AI Power Demand As AINewsWire Highlights Energy Constraint Theme
April 21, 2026
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The AI Power Surge: Why Energy Infrastructure Is Becoming the Next Critical Bottleneck
April 21, 2026
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The AI Power Surge: Why Energy Infrastructure Is Becoming the Next Critical Bottleneck
April 21, 2026
From
AINewsWire
Via
GlobeNewswire
American Fusion(TM) Inc. (AMFN) Expands Strategic Positioning at ARPA-E Energy Innovation Summit
April 16, 2026
Via
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Economy
GreenEnergyBreaks — American Fusion Inc. (OTC: AMFN) Appoints Samuel Reid as Government Strategy and Procurement Advisor
April 15, 2026
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GreenEnergyBreaks – American Fusion Inc. (OTC: AMFN) Highlights Commercial Strategy, Partnerships at ARPA-E Energy Innovation Summit
April 13, 2026
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Intellectual Property
American Minerals (OTC: AMLM) Gains Momentum as Gold, Silver and Copper, Surge
April 10, 2026
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American Fusion(TM) Inc. (AMFN) Talks with Global Industrial Organization, Advancing Supply Chain Strategy
April 09, 2026
Via
Investor Brand Network
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Economy
Energy
American Fusion(TM) Inc. (AMFN) Expands Industry Engagement, Appoints New CFO to Strengthen Capital Markets Strategy
April 06, 2026
Via
Investor Brand Network
Topics
Economy
Energy
GreenEnergyBreaks – American Fusion Inc. (OTC: AMFN) Nears Fuel Supply Agreements Supporting Aneutronic Fusion Commercialization
April 02, 2026
Via
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Topics
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Intellectual Property
American Minerals (OTC: AMLM) Strategic Acquisition Expands Gold Assets in Western Australia as Metals Spike – More Stocks Inside
March 31, 2026
Via
AB Newswire
Topics
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