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 MC
Recent news which mentions MC
< Previous
1
2
3
4
Next >
Fintech startup Yotta customer wins $500,000 in sweepstakes drawing
September 28, 2022
Tickers
GS
MC
PYPL
SQ
Tags
GS
MC
SQ
From
MarketWatch
Analyst Ratings for Moelis & Co
September 23, 2022
Tickers
MC
Tags
Analyst Ratings
MC
Market News
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For September 23, 2022
September 23, 2022
Tickers
ALLY
APO
AVA
BJRI
Tags
DDOG
FLYW
SBUX
From
Benzinga
3 Ultra-High-Yielding Finance Stocks to Buy With $1,000
August 30, 2022
Tickers
MC
NYCB
ORCC
Tags
NYCB
Recent Press Releases
Market News
From
Motley Fool
Which Broker/Investment Bank Could Be Purchased Next, Following $1.3B Cowen/TD Deal?
August 02, 2022
Tickers
CNS
COWN
EVR
LAZ
Tags
Long Ideas
Rumors
CNS
From
Benzinga
Expert Ratings for Moelis & Co
July 28, 2022
Tickers
MC
Tags
BZI/AAR
Analyst Ratings
MC
From
Benzinga
Recap: Moelis & Co Q2 Earnings
July 27, 2022
Tickers
MC
Tags
Earnings
BZI/Recaps
Benzinga
From
Benzinga
The 7 Best High-Yield Retirement Stocks for Your Nest Egg
July 22, 2022
Tickers
AMC
AMD
CCOI
EPR
Tags
AMC
NVDA
HIMX
From
InvestorPlace
Benzinga's Top Ratings Upgrades, Downgrades For July 11, 2022
July 11, 2022
Tickers
ABC
AFRM
AME
APG
Tags
ONEM
Initiation
ITT
From
Benzinga
Where Moelis & Co Stands With Analysts
July 08, 2022
Tickers
MC
Tags
Analyst Ratings
MC
Benzinga
From
Benzinga
3 Investment Bank Stocks With Valuations Too Cheap to Ignore
July 07, 2022
Tickers
EVR
MC
MS
Tags
MS
MC
EVR
From
Motley Fool
Benzinga's Top Ratings Upgrades, Downgrades For July 6, 2022
July 06, 2022
Tickers
ABT
ACON
AVID
AXU
Tags
GO
MTRN
UHS
From
Benzinga
This Analyst Lowers Price Targets On Visa, Mastercard, American Express; Here's The Biggest Price Target Changes For Wednesday
July 06, 2022
Tickers
AXP
CME
GO
HP
Tags
Pre/Market Outlook
MA
Electronic Equipment Manufacturers
From
Benzinga
10 Financials Stocks Moving In Wednesday's Pre-Market Session
June 22, 2022
Tickers
COIN
EARN
FUTU
HIPO
Tags
Markets
NWG
COIN
From
Benzinga
Morning Brief: Top Financial Stories Dominating on Wednesday, May 4
May 04, 2022
Tickers
AAPL
ARGGY
COIN
DAL
Tags
$USDC
AAPL
MC
From
Benzinga
SAP Plans To Divest Profitable Corporate Learning Software Business: Reuters
May 04, 2022
Tickers
MC
SAP
TECH
Tags
SAP
News
MC
From
Benzinga
Expert Ratings for Moelis & Co
April 28, 2022
Tickers
MC
Tags
BZI/AAR
Analyst Ratings
MC
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For April 28, 2022
April 28, 2022
Tickers
ACHR
ALL
AM
ARVN
Tags
Upgrades
KMI
ALL
From
Benzinga
Expert Ratings For Moelis & Co
April 06, 2022
Tickers
MC
Tags
MC
Analyst Ratings
Market News
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For April 6, 2022
April 06, 2022
Tickers
ABMD
AMP
APTV
ARRY
Tags
QTEK
OXY
ARRY
From
Benzinga
Should You Scoop Up These 2 Stocks Yielding More Than 5% in Dividends?
March 30, 2022
Tickers
CWH
MC
Tags
CWH
MC
Market News
From
Motley Fool
3 Best Dividend Stocks That Wall Street Is Sleeping On
March 25, 2022
Tickers
BAC
JPM
MC
TROW
Tags
Market News
USB
MC
From
Motley Fool
This Dividend Stock Is Swimming in Cash
March 17, 2022
Tickers
MC
Tags
Recent Press Releases
Market News
MC
From
Motley Fool
Analyst Ratings For Moelis & Co
March 08, 2022
Tickers
MC
Tags
MC
Analyst Ratings
Benzinga
From
Benzinga
Stocks That Hit 52-Week Lows On Friday
February 18, 2022
Tickers
LAWS
LAZ
LII
LOVE
Tags
RBLX
SQ
News
From
Benzinga
Want $2,000 per Year in Passive Income? Invest $54,000 in These 3 Dividend Stocks
February 18, 2022
Tickers
ALL
DIS
HTZ
MC
Tags
MC
Market News
HTZ
From
Motley Fool
Expert Ratings For Moelis & Co
February 10, 2022
Tickers
MC
Tags
Market News
Benzinga
Analyst Ratings
From
Benzinga
Earnings Scheduled For February 9, 2022
February 09, 2022
Tickers
ACGL
ADN
AEG
AEIS
Tags
PPC
DIOD
GFL
From
Benzinga
Analyst Ratings For Moelis & Co
January 06, 2022
Tickers
MC
Tags
BZI/AAR
Benzinga
Market News
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For January 6, 2022
January 06, 2022
Tickers
ADGI
ADT
AEIS
AKAM
Tags
XOM
NAUT
TGT
From
Benzinga
< Previous
1
2
3
4
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.