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 HBCU
Recent news which mentions HBCU
Angelica Smith Sets Sail for Ms. Universal Petite Crown – With a Chance for Fans to Crown Her Too!
May 24, 2025
Tickers
CPR
Tags
Pageantry
Ms Universal Petite
Cpr
From
PRLog
Georgia STAND-UP Hosts "Party at the Polls" to Encourage Voter Turnout on Election Day
November 05, 2024
Tags
Non/profit
Family
Georgia
From
PRLog
EFA Ruth Mullen Memorial Scholarships Awarded
November 04, 2024
Tags
Publishing
Scholarships
Diversity
From
PRLog
HBCU New York Classic Makes History with First-Ever Divine Nine Stroll Line
September 05, 2024
Tags
New Jersey
United States
MetLife Stadium
From
PRLog
HBCUs Among Groups Heading to The Bahamas for Track & Field Competition in March 2024
December 05, 2023
Tags
Freeport
Tourism
Miami
From
PRLog
Breaking the Silence: Chrys Violet, HBCU Alum, Maps Out the Journey to Mental Wellness
October 03, 2023
Tags
African American
Business
Hbcu
From
PRLog
National HBCU Pre-Law Summit Celebrates a Decade of Impact in Empowering HBCU Students Aspiring to Become Lawyers
September 01, 2023
Tickers
FREE
Tags
African American
Black
Hbcu
From
PRLog
Inaugural HBCU First Look Film Festival Aims To Open Doors In Hollywood For The Next Generation Of HBCU Filmmakers
June 20, 2023
Tags
Los Angeles
Film
Hollywood
From
PRLog
Pastor Jamal Bryant of New Birth and Camye Mackay of the Atlanta Hawks Honorees at HBCU Gala
December 27, 2022
Tags
Hbcu
United States
HBCU Culture Legacy Foundation
From
PRLog
Baker Hughes Foundation Contributes $1,000,000 to Historically Black Colleges and Universities
December 05, 2022
Tickers
BKR
Tags
HBCU
NASDAQ:BKR
Baker Hughes Foundation
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Blackstone Charitable Foundation Commits $2 Million To Four Historically Black Colleges and Universities in North Carolina and Maryland
November 07, 2022
Tickers
BX
Tags
Blackstone
HBCU
entrepreneurial skill/building
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Fostering Psychological Safety
October 28, 2022
Tickers
DEI
NRG
Tags
Business Resource Groups
HBCU
NYSE: NRG
From
3BL Media: Corporate Social Responsibility, Energy and Health News
1876 Athletic Foundation Receives Microsoft Grant Leading into Prairie View A&M University's 2022 Homecoming Celebration
October 27, 2022
Tags
Sports
Baseball
Nonprofit
From
PRLog
IBM Announces the Launch of New Cybersecurity Centers at HBCUs
October 27, 2022
Tickers
IBM
Tags
IBM
Education
cybersecurity
From
3BL Media: Corporate Social Responsibility, Energy and Health News
AllianceBernstein Partnered With Equitable To Host an Event for Students From Historically Black Colleges and Universities
October 27, 2022
Tickers
AB
DEI
Tags
DEI
NYSE:AB
Diversity & Inclusion
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Southern Company Provides Scholarship to Upcoming HBCU Student
October 19, 2022
Tickers
SO
Tags
NYSE:SO
Propel
Southern Company
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Making Investments in the Next Generation
October 18, 2022
Tickers
DEI
MDT
Tags
DEI
HBCU
Medtronic
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Southern Company Helps Students Attend First Ever HBCU Week at Walt Disney World
October 17, 2022
Tickers
SO
Tags
Southern Company
HBCU Week
Disney
From
3BL Media: Corporate Social Responsibility, Energy and Health News
The Home Depot and the United Negro College Fund Work to Advance Education Through Scholarships for HBCU Students
September 19, 2022
Tickers
HD
Tags
United Negro College Fund
HBCU Legacy Bowl
The Home Depot
From
3BL Media: Corporate Social Responsibility, Energy and Health News
HP's HBCU Tech Conference Returns With a Focus on Career Success
September 15, 2022
Tickers
HPQ
Tags
Diversity & Inclusion
NYSE:HPQ
HBCU
From
3BL Media: Corporate Social Responsibility, Energy and Health News
EFA Ruth Mullen Memorial Scholarships Awarded
September 15, 2022
Tags
Publishing
Scholarships
Communications
From
PRLog
365 Impact Kicks off Nationwide Tour at Historically Black Colleges and Universities
September 12, 2022
Tickers
ALL
WFC
WMT
Tags
Education
hbcu
Black interest
From
PRUnderground
OHUB Launches Cybersecurity Jobs Initiative For Black Women In Conjunction With New Cybersecurity Opportunity Act That Just Passed In The U.S. Senate
September 08, 2022
Tickers
IBM
Tags
Business
Black
GET Cities
From
PRLog
HBCU Students Hone Their Engineering Skills With Hands-On Experiences at HanesBrands' Facilities
August 30, 2022
Tags
HBCU
HanesBrands
triplepundit
From
3BL Media: Corporate Social Responsibility, Energy and Health News
The Home Depot Expands Partnership With the Human Rights Campaign Foundation
July 22, 2022
Tickers
HD
Tags
Philanthropy & Cause Initiatives
NYSE: HD
HRC Foundation
From
3BL Media: Corporate Social Responsibility, Energy and Health News
The Walt Disney Company Joins Propel Education Center in Support of the Next Generation of Diverse Storytellers and Innovators
July 21, 2022
Tickers
DIS
Tags
Social Impact & Volunteering
storyteller
Events, Media & Communications
From
3BL Media: Corporate Social Responsibility, Energy and Health News
UniWorld Group, Inc., Connecting Brands With Multicultural Consumers Since 1969 and Partnering With The Home Depot for More Than 20 Years
July 14, 2022
Tickers
HD
Tags
Responsible Business & Employee Engagement
diversity
NYSE: HD
From
3BL Media: Corporate Social Responsibility, Energy and Health News
MetLife Supporting UNCF and HBCUs for More than 75 years
June 14, 2022
Tickers
MET
Tags
UNCF
HBCU
NYSE:MET
From
3BL Media: Corporate Social Responsibility, Energy and Health News
The Black Collegiate Gaming Association (BCGA) Kicks Off Summer 2022 Corners to Colleges HBCU Program
June 06, 2022
Tags
Education
HyperX
Georgia
From
PRLog
Football is Serious Business for California High School Standout James "Bo" Thomas III
May 31, 2022
Tags
Hbcu
Usc
United States
From
PRLog
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.