Menu
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 Buy Currently
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
Sample Portfolio
Sample Portfolio Analysis
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 sm Program
Services, Fees and Compensation
Account Requirements
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
Municipal Bond Presentation
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
Featured Articles
Contrarian Notes Blog
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
Featured Articles
Contrarian Notes Blog
Recent Quotes
View Full List
My Watchlist
Create Watchlist
Indicators
DJI
Nasdaq Composite
SPX
Gold
Crude Oil
Markets
Stocks
ETFs
Tools
Markets:
Overview
News
Currencies
International
Treasuries
Latest News about Funding
Recent news which mentions Funding
< Previous
1
2
...
10
11
12
13
14
15
16
17
Next >
Cyber risk startup Safe Security lands $33M from UK telco BT
July 21, 2021
Tickers
BT
CEO
Tags
Facebook
cyberattack
computer security
From
TechCrunch
Pangaea Holdings, developing men’s personal care brands, raises $68M, including minority stake from Eurazeo
July 21, 2021
Tickers
TC
Tags
Startups
Unilever Ventures
Gradient Ventures
From
TechCrunch
Auto software company Sonatus raises $35 million from Hyundai Motor Group, SAIC Capital
July 21, 2021
Tickers
TC
Tags
sonatus
Funding
Transportation
From
TechCrunch
Dwolla raises $21M to bring more customizable payment and money transfer options to fintechs and brands
July 21, 2021
Tickers
ACH
Tags
Dwolla
transfers
payments
From
TechCrunch
Andreessen Horowitz funds Vitally’s $9M round for customer experience software
July 21, 2021
Tickers
SAAS
TC
Tags
Vitally
Recent Funding
Funding
From
TechCrunch
DNSFilter secures $30M Series A to step up fight against DNS-based threats
July 21, 2021
Tickers
COO
CTO
VP
Tags
Cyberwarfare
coo
computing
From
TechCrunch
Ethos picks up $100M at a $2.7B+ valuation for a big data platform to improve life insurance accessibility
July 21, 2021
Tickers
TC
Tags
Health
life insurance
insurtech
From
TechCrunch
Valoreo raises $30M more to acquire e-commerce brands across LatAm
July 21, 2021
Tags
Presight Capital
Mexico
Valoreo
From
TechCrunch
Austin-based Fetch Package secures $60M in equity & debt after tripling ARR in 2020
July 21, 2021
Tickers
APPS
SAAS
Tags
Apps
startup
Fetch Package
From
TechCrunch
Soldo raises $180M for its business expense management platform
July 21, 2021
Tickers
TC
Tags
Soldo
Funding
Europe
From
TechCrunch
Pivot Bio rakes in $430M round D as modified microbes prove their worth in agriculture
July 20, 2021
Tickers
TC
Tags
AgriTech
GreenTech
pivot bio
From
TechCrunch
Top VCs Fund $100M Series B Round In Headless Commerce Platform Fabric
July 20, 2021
Tickers
AMZN
EBAY
GOOGL
TECH
Tags
Markets
AMZN
GOOGL
From
Benzinga
Titan, a platform aimed at the ‘everyday investor,’ valued at $450M as a16z leads $58M Series B
July 20, 2021
Tickers
TC
Tags
Fintech
Funding
Recent Funding
From
TechCrunch
Pillar VC closes $192M for two funds targeting SaaS, crypto, biotech, manufacturing
July 20, 2021
Tickers
TC
Tags
Desktop Metal
Cryptocurrency
jamie goldstein
From
TechCrunch
Metal 3D printing company Fabric8Labs raises $19M
July 20, 2021
Tags
additive manufacturing
Startups
3d printing
From
TechCrunch
Commercial real estate lending startup Lev brings in $30M on a $130M valuation
July 20, 2021
Tickers
CBRE
LEV
NFX
TC
Tags
CBRE
Pete Flint
Venture Capital
From
TechCrunch
Path Robotics raises another $100M
July 20, 2021
Tickers
PATH
Tags
path
robotics
path robotics
From
TechCrunch
CityRow raises $12M for connected rowing machines and studios
July 20, 2021
Tags
cityrow
Recent Funding
fitness
From
TechCrunch
Zenput raises $27M Series C to keep multiunit operations flowing no matter the location
July 20, 2021
Tickers
APPS
FOOD
TC
Tags
food safety
TC
Venture Capital
From
TechCrunch
Inkbit raises $30M for its self-correcting 3D printing technology
July 20, 2021
Tickers
MIT
Tags
additive manufacturing
CSAIL
3d printing
From
TechCrunch
Sundae closes on $80M for residential real estate marketplace
July 20, 2021
Tags
National Football League
florida
San Francisco
From
TechCrunch
SmartRecruiters raises $110M at a $1.5B valuation to expand its end-to-end recruitment platform
July 20, 2021
Tickers
TC
Tags
smartrecruiters
Funding
hiring
From
TechCrunch
Indian food delivery startup Swiggy raises $1.25 billion led by SoftBank and Prosus
July 20, 2021
Tickers
APPS
ASIA
FOOD
Tags
Prosus Ventures
Softbank
zomato
From
TechCrunch
Choco bites into $100M Series B, at a $600M valuation, to build a more transparent, sustainable food supply chain
July 20, 2021
Tickers
FOOD
TC
Tags
food supply chain
Venture Capital
Coatue Management
From
TechCrunch
Founders: How well do you really understand seed-stage financing?
July 19, 2021
Tags
Column
seed stage
entrepreneurship
From
TechCrunch
Colombian on-demand delivery startup Rappi raises ‘over’ $500M at a $5.25B valuation
July 19, 2021
Tickers
APPS
GIC
Tags
Baillie Gifford
Apps
SoftBank Group
From
TechCrunch
LeagueApps raises $15M to be the ‘operating system’ for youth sports organizations
July 19, 2021
Tickers
SAAS
TC
Tags
SaaS
New York
Venture Capital
From
TechCrunch
Dover raises $20M to bring the concept of ‘orchestration’ to recruitment
July 19, 2021
Tickers
TC
Tags
Enterprise
Funding
Personnel
From
TechCrunch
AngelList Venture’s Avlok Kohli on rolling funds and the busy state of VC
July 19, 2021
Tickers
TC
Tags
EC How To
event recap
TC
From
TechCrunch
Breakr raises $4.2M to connect influencers with emerging musicians
July 19, 2021
Tickers
APPS
Tags
Discovery
Entertainment
Music
From
TechCrunch
< Previous
1
2
...
10
11
12
13
14
15
16
17
Next >
Stock Quote API & Stock News API supplied by
www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the
Privacy Policy
and
Terms Of Service
.
© 2025 FinancialContent. All rights reserved.