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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
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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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InvestorNewsBreaks – MetAlert Inc. (MLRT) Partners with American Rounds to Enhance Gun Safety with Innovative Technology
September 12, 2024
Via
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Topics
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InvestorNewsBreaks – MetAlert Inc. (MLRT) Partners with Walk the Talk America, Announces Participation at the 105th American Legion National Convention
August 22, 2024
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TechMediaBreaks – MetAlert Inc. (MLRT) Receives GPS SmartSoles PO from Mexico-Based Security Solutions Provider
August 15, 2024
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InvestorNewsBreaks – MetAlert Inc. (MLRT) Selects TEAL to Support Rollout of Its GunAlert and SmartSole Products
August 08, 2024
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InvestorNewsBreaks – MetAlert Inc. (MLRT) to Serve Two Key Market Sectors in Ecuador
December 07, 2023
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InvestorNewsBreaks – MetAlert Inc. (MLRT) Issues Q3 2023 Summary Update
November 28, 2023
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InvestorNewsBreaks — MetAlert Inc. (MLRT) Inks Distribution, Fulfillment and Subscription MOU with Innovative Personal Care Product Company
October 19, 2023
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Credit Cards
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InvestorNewsBreaks — MetAlert Inc. (MLRT) Subsidiary Announces Initial Commercial PO for Proprietary Gun Tracker Device
October 09, 2023
Via
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Topics
Firearms
Intellectual Property
EXCLUSIVE: MetAlert Breaks Ground with First Commercial Order of GunAlert from Range USA
↗
October 09, 2023
MetAlert, Inc (OTC: MLRT) announced through its 100% wholly owned subsidiary Level 2 Security, has received and delivered its first commercial order for the game-changing GunAlert firearm recovery...
Via
Benzinga
InvestorNewsBreaks – MetAlert Inc. (MLRT) Bringing Groundbreaking Solutions to the Future of GPS Wearable Tech
September 22, 2023
Via
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InvestorNewsBreaks — MetAlert Inc. (MLRT) Announces Completion of Level 2 Security Acquisition
September 13, 2023
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InvestorNewsBreaks — MetAlert Inc. (MLRT) Announces Collaboration with Next Realm AI to Develop Predictive Health Model Solutions
August 25, 2023
Via
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Topics
Artificial Intelligence
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InvestorNewsBreaks — MetAlert Inc. (MLRT) Focuses on Integrating AI with Proprietary Suite of Wearable Healthcare Solutions
August 21, 2023
Via
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Intellectual Property
InvestorNewsBreaks – MetAlert Inc.’s (MLRT) OEM Partner Begins Shipping into Germany and the UK
August 10, 2023
Via
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Intellectual Property
InvestorNewsBreaks — MetAlert Inc. (MLRT) Enters OEM Licensing Agreement to Add GPS SmartSole Tech Option in Europe
August 01, 2023
Via
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Intellectual Property
InvestorNewsBreaks — MetAlert Inc. (MLRT) Receives EPO Notice of Allowance for First European GPS SmartSole Patent
July 26, 2023
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Intellectual Property
InvestorNewsBreaks — MetAlert Inc. (MLRT) Enters Agreement with HFH to Add AI Mobile Health Solution to Service Offerings
June 27, 2023
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InvestorNewsBreaks — MetAlert Inc. (MLRT) Launches Next-Generation 4G GPS SmartSole in Denmark, Norway
April 18, 2023
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Topics
Intellectual Property
InvestorNewsBreaks – MetAlert Inc. (MLRT) Launches Next Generation of 4G GPS SmartSole in the UK
March 08, 2023
Via
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Researchers Find Balancing Ability May Predict Risk of Cognitive Decline
February 28, 2023
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Research Finds That Obesity May Increase Risk of Developing Alzheimer’s
February 16, 2023
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BioMedNewsBreaks – MetAlert Inc. (MLRT) Looking to Achieve ‘Big Things’ in 2023
February 15, 2023
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Research Discovers Apathy in Mild Cognitive Impairment Patients May Increase Risk of Alzheimer’s
February 13, 2023
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BioMedNewsBreaks – MetAlert Inc. (MLRT) Pushing Boundaries of Innovation
February 08, 2023
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MetAlert, Inc. (MLRT) – Developing New and Practical GPS Tracking and Other Health Tech Solutions for Real-World Caregivers and Businesses
February 06, 2023
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MetAlert, Inc. (MLRT) Patient Tracking Technology To Gain User Access in Sweden’s Cognitive Care Centers
February 02, 2023
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BioMedNewsBreaks – MetAlert Inc. (MLRT) Bringing Quality-of-Life Improvements to Patients and Consumers
February 01, 2023
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Developing Heart Disease Earlier in Life Increases Cognitive Decline Later in Life
February 01, 2023
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BioMedNewsBreaks – MetAlert Inc.’s (MLRT) Acquisition Target’s SafetyNet(R) Featured in New Article
January 26, 2023
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Four Signs Your Child Could Be Autistic
January 26, 2023
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