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 New Hire
Recent news which mentions New Hire
Editorial Freelancers Association Welcomes New Executive Director
November 18, 2024
Tags
Strategic Leadership
Media
United States
From
PRLog
Opteamix welcomes Geetha Doraiswamy to its leadership team as Vice President of Global Delivery
August 22, 2024
Tags
Banking
Bangalore
Software
From
PRLog
Steve Slovick was named Managing Director in Puerto Rico
June 27, 2024
Tags
Acquisitions
New Hire
Advisory Firm
From
PRLog
Arizona Technology Council Appoints Diana White as its New Chief of Staff
May 16, 2024
Tags
United States
Arizona
New Hire
From
PRLog
Stephane Boisvert Joins STS Capital Partners
November 16, 2023
Tickers
MA
Tags
United States
Sell/Side Firm
Advisory Firm
From
PRLog
Bill McCaig Joins STS Capital Partners
July 21, 2023
Tickers
MA
Tags
England
Ontario
Finance
From
PRLog
STS Capital Partners Announces the Appointment of Andy Harris to President, North American Strategies
June 27, 2023
Tickers
MA
Tags
Investment
Deals
M A
From
PRLog
Planitar expands executive leadership; welcomes VP of Marketing, Skylar Lawrence-LeBel
May 02, 2023
Tags
Marketing
Waterloo
Real Estate New Hire
From
PRLog
Tom Turner Joins STS Capital Partners
April 27, 2023
Tickers
MA
Tags
Business
Mergers Acquisitions
Los Angeles
From
PRLog
Ellie Ashton Graduates from Aquia Accelerator Apprenticeship Program; Joins Company as Associate GRC Specialist
April 25, 2023
Tags
Talent Shortage
Mentorship Program
Technology
From
PRLog
Sherry Orel Joins STS Capital Partners
March 29, 2023
Tickers
MA
Tags
England
Financial
Finance
From
PRLog
Doug Brownridge Joins STS Capital Partners
March 23, 2023
Tickers
ICE
MA
Tags
M A
Deals
Investment
From
PRLog
Jeff Coluccio Joins Antea Group as a Senior Consultant, ESG Financial Services
November 30, 2022
Tickers
ESG
Tags
Risk and Financial
Environment
antea group
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Peter Boccardo Joins Antea Group as a Consultant
November 14, 2022
Tags
Risk and Financial
new hire
antea group
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Courtney Van Tassell Joins Antea Group as Senior Consultant
October 19, 2022
Tags
antea group
new hire
employees
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Aquia Inc. Welcomes Jack Sears, Jr., as Chief Growth Officer
August 22, 2022
Tags
Defense Sector
New Hire
Computers
From
PRLog
Morven welcomes our new Curator of Education and Public Programs
July 15, 2022
Tags
New Jersey
Princeton
Museum
From
PRLog
Communispond® Appoints Rafay Naseer Regional Director for the EMEA Territory
May 19, 2022
Tags
communication skills training
public speaking training
Education
From
PRUnderground
TRIBUS names Johnny Pfeiffer as Success Coach
April 14, 2022
Tags
Colorado
New Hire
Housing Market
From
PRLog
HomeCentris Healthcare, LLC Announces the Hiring of Keon Ward to Lead its Pennsylvania Operations
March 21, 2022
Tags
Health
New Hire
Expansion
From
PRLog
Stratum Nutrition® Welcomes Two New Account Managers to their Sales Department
March 02, 2022
Tags
Missouri
New Hire
Health
From
PRLog
Sea Light Design-Build Welcomes Brendan Welch to the Team
February 28, 2022
Tickers
HOME
Tags
United States
New Hire
Brenda Welch
From
PRLog
Trading Up Media Hires Marketing Intern Cynthia Zych
February 17, 2022
Tags
Marketing
new hire
growth marketing agency
From
PRUnderground
Joel Carpenter Named VP of Business Development at Trading Up Media
February 15, 2022
Tags
growth marketing agency
new hire
Marketing
From
PRUnderground
Matthew Burke Joins Tanimura & Antle
January 04, 2022
Tickers
FOOD
Tags
California
Food
Restaurants
From
PRLog
Joseph Sharp Joins Marketsmith Inc. as EVP, Brand Strategy
September 01, 2021
Tags
Brand Strategy
Marketing
New Hire
From
PRLog
Regent Surgical Health Welcomes Melissa Szabad to its Leadership Team as General Counsel
August 05, 2021
Tags
Chicago
United States
Illinois
From
PRLog
Regent Surgical Health Welcomes CIO Rusty Strange to Leadership Team
July 19, 2021
Tags
Nashville
Regent Surgical Health
Chief Information Officer
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.