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 INLX
Recent news which mentions INLX
Hidden Gems: Undervalued Tech Companies Surging In Value Rankings This Week
August 21, 2025
Tickers
DTST
INLX
NEWS
QQQ
Tags
News
Market News
VS
From
Benzinga
12 Information Technology Stocks Moving In Thursday's Intraday Session
August 14, 2025
Tickers
ARBKL
AUUD
BKTI
COHR
Tags
UI
INLX
BKTI
From
Benzinga
Intellinetics Sales Down 13.6 Percent
August 13, 2025
Tickers
INLX
Tags
Market News
Recent Press Releases
INLX
From
Motley Fool
Earnings Scheduled For August 13, 2025
August 13, 2025
Tickers
AEMD
ALLO
ALUR
ALVO
Tags
SDST
LUCD
CATX
From
Benzinga
Uncovering Potential: Intellinetics's Earnings Preview
August 12, 2025
Tickers
INLX
Tags
Market News
Earnings
Benzinga
From
Benzinga
Earnings Scheduled For May 13, 2025
May 13, 2025
Tickers
ABOS
ABSI
ACCS
ACHV
Tags
DAC
CNCK
ULY
From
Benzinga
Uncovering Potential: Intellinetics's Earnings Preview
May 12, 2025
Tickers
INLX
Tags
BZI/EP
INLX
Benzinga
From
Benzinga
12 Information Technology Stocks Moving In Tuesday's Intraday Session
March 25, 2025
Tickers
ATOM
BLBX
DATS
DGLY
Tags
Market News
BLBX
SAIH
From
Benzinga
Earnings Scheduled For March 24, 2025
March 24, 2025
Tickers
ABVX
ASNS
DFLI
EPAC
Tags
EPAC
ASNS
BZI/UE
From
Benzinga
12 Information Technology Stocks Moving In Tuesday's Pre-Market Session
January 21, 2025
Tickers
BTCT
CAN
CISO
INLX
Tags
Market News
BZI/TFM
CAN
From
Benzinga
Earnings Scheduled For November 13, 2024
November 13, 2024
Tickers
ACXP
ADAP
AEMD
AFCG
Tags
SOWG
OXBR
DLO
From
Benzinga
Preview: Intellinetics's Earnings
November 12, 2024
Tickers
INLX
Tags
BZI/EP
Benzinga
INLX
From
Benzinga
Insights into Intellinetics's Upcoming Earnings
November 12, 2024
Tickers
INLX
Tags
BZI/EP
INLX
Benzinga
From
Benzinga
Looking Into Intellinetics's Recent Short Interest
August 22, 2024
Tickers
INLX
Tags
Market News
Short Ideas
BZI/SHORTHIST
From
Benzinga
INLX Stock Earnings: Intellinetics Misses EPS, Beats Revenue for Q2 2024
August 13, 2024
Tickers
INLX
Tags
Earnings Reports
INLX
Market News
From
InvestorPlace
12 Information Technology Stocks Moving In Monday's Intraday Session
June 17, 2024
Tickers
ASNS
CAN
EMKR
INLX
Tags
Market News
CAN
BZI/TFM
From
Benzinga
12 Information Technology Stocks Moving In Wednesday's Intraday Session
June 05, 2024
Tickers
ASNS
CAMP
HKIT
INLX
Tags
Movers
NISN
ASNS
From
Benzinga
INLX Stock Earnings: Intellinetics Misses EPS, Beats Revenue for Q1 2024
May 14, 2024
Tickers
INLX
Tags
Market News
INLX
NYSEMKT:INLX
From
InvestorPlace
Why Nuvve Holding Shares Are Trading Lower By Around 30%? Here Are Other Stocks Moving In Monday's Mid-Day Session
April 01, 2024
Tickers
AEON
AMC
BIOR
BORR
Tags
LYT
DOYU
NVVE
From
Benzinga
12 Information Technology Stocks Moving In Monday's Intraday Session
April 01, 2024
Tickers
AISP
BNZI
CXAI
HTCR
Tags
Benzinga
SOBR
CXAI
From
Benzinga
INLX Stock Earnings: Intellinetics Misses EPS, Beats Revenue for Q4 2023
March 28, 2024
Tickers
INLX
Tags
Earnings Reports
INLX
NYSEMKT:INLX
From
InvestorPlace
12 Information Technology Stocks Moving In Thursday's Intraday Session
March 28, 2024
Tickers
ARBK
BRZE
BTBT
DTST
Tags
Benzinga
BTBT
MMAT
From
Benzinga
Earnings Scheduled For March 28, 2024
March 28, 2024
Tickers
ACHV
ACNT
AFMD
AONC
Tags
ACHV
CVV
NDRA
From
Benzinga
A Preview Of Intellinetics's Earnings
March 27, 2024
Tickers
INLX
Tags
Market News
Earnings
Benzinga
From
Benzinga
7 Growth Stocks to Buy Before They Double in 2024
February 22, 2024
Tickers
AAPL
ARIS
BARK
BKSY
Tags
BARK
AAPL
BKSY
From
InvestorPlace
12 Information Technology Stocks Moving In Tuesday's Pre-Market Session
February 06, 2024
Tickers
AIRG
AMKR
BTOG
COHR
Tags
INLX
BZI/TFM
AIRG
From
Benzinga
12 Information Technology Stocks Moving In Monday's Intraday Session
January 08, 2024
Tickers
ALPP
ARBK
CASA
GVP
Tags
SPEC
Benzinga
MTC
From
Benzinga
12 Information Technology Stocks Moving In Friday's Intraday Session
December 15, 2023
Tickers
AUUD
BTCT
FOXO
INLX
Tags
OBLG
Movers
NIR
From
Benzinga
12 Information Technology Stocks Moving In Thursday's Intraday Session
September 21, 2023
Tickers
ATOM
CETX
CETXP
CLIR
Tags
INLX
Market News
SPLK
From
Benzinga
Earnings Scheduled For August 14, 2023
August 14, 2023
Tickers
GVP
HCDI
HRTX
HSAI
Tags
TSVT
TFFP
MIRO
From
Benzinga
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.