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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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Latest News about Atrium Health
Recent news which mentions Atrium Health
Best Buy teams with Atrium Health to install 'hospital at home' technology
March 07, 2023
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Atrium Health
Best Buy Co/ Inc/
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Best Buy opens North Carolina's first Teen Tech Center at McCrorey Family YMCA in Charlotte
February 09, 2023
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January 11, 2023
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General Motors' battery plant gets bigger: The National Observer Dec. 5, 2022
December 05, 2022
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Atrium Health, Advocate Aurora complete deal to become fifth-largest U.S. health system
December 02, 2022
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Atrium, Advocate Aurora complete deal to become fifth-largest U.S. health system
December 02, 2022
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Gene Woods
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Ally Charitable Foundation donates $5M to Atrium Health to boost its workforce program
November 17, 2022
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Paysafe picks North American HQ, CBRE's real estate strategy: The National Observer Nov. 15, 2022
November 15, 2022
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Mercy
Advocate Aurora Medical Group
Commercial Real Estate
From
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Bank of America donates $10M to Atrium Health for virtual health-care program in schools
August 17, 2022
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Kieth Cockrell
Foundations
Diversity, Equity and Inclusion
From
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The National Observer July 18, 2022
July 18, 2022
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Manufacturing
The National Observer
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Charlotte health-tech firm LeanTaaS secures majority investment from Bain Capital's private equity arm
June 08, 2022
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Devin O’Reilly
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Carolina Fintech Hub launches app powered by The Meta Lab accelerator program
May 23, 2022
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Tariq Bokhari
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How Atrium Health's The Pearl will drive innovation, opportunities for local entrepreneurs
May 19, 2022
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Todd Dunn
Atrium Health
Technology
From
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Atrium Health to combine with Midwest's Advocate Aurora, creating nation's fifth-largest system
May 11, 2022
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Edward Brown III
Atrium Health
Gene Woods
From
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French surgical institute to anchor Atrium Health's innovation district in midtown
March 14, 2022
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Health Care
Insurance
Gene Woods
From
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Atrium Health names new innovation district The Pearl to honor neighborhood's history
March 03, 2022
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Commercial Real Estate
Vi Lyles
Gene Woods
From
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Atrium Health upping its minimum wage for more than 20,000 employees
February 24, 2022
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Atrium Health
Jim Dunn
Career & Workplace
From
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Atrium Health to open its 10th standalone emergency department in Charlotte area
February 24, 2022
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Atrium Health
Health Care
Commercial Real Estate
From
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Atrium Health gives update on innovation district, sees financial performance improve
February 08, 2022
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Insurance
Health Care
Commercial Real Estate
From
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Federal team to help cover shifts at Atrium Health Pineville as latest Covid surge continues
February 01, 2022
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Health Care
Insurance
Roy Cooper
From
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Atrium Health wins approval for $47M tower expansion at Concord hospital
January 07, 2022
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Insurance
Health Care
Commercial Real Estate
From
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Atrium Health opens eight-story tower at Pineville hospital
December 09, 2021
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Health Care
Insurance
Alicia Campbell
From
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Former Panthers stars among nine new additions to Charlotte Sports Foundation board
December 01, 2021
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Sports Business
Travel
Travel & Tourism
From
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Plans progress on Atrium Health's midtown medical office building for cancer treatment
November 29, 2021
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Atrium Health
Commercial Real Estate
Health Care
From
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Atrium Health receives go-ahead for $16-plus million emergency department in Ballantyne
November 12, 2021
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Hospitals
Health Care
From
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Mecklenburg County commissioners question need for medical school incentives
November 10, 2021
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Peter Zeiler
Insurance
Wexford Science & Technology LLC
From
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Remaking the rules in hospital development: Design teams building in flexibility, safety in response to Covid-19
November 05, 2021
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Jeff Little
Health Care
Novant Health
From
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More details disclosed for Charlotte medical school, innovation district
November 02, 2021
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Insurance
Tracy Dodson
Health Care
From
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Atrium, Novant compete to add hospital beds in Mecklenburg County
October 25, 2021
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Health Care
Insurance
Atrium Health
From
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Charlotte mayor endorses city incentives for innovation district near med school site
September 30, 2021
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Insurance
Government & Regulations
City of Charlotte
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