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 PCB
Recent news which mentions PCB
Alpha Buying: Bank Insiders Are Quietly Loading Up — Here's Where
August 07, 2025
Tickers
CVBF
FBIZ
MBIN
PCB
Tags
MBIN
SSB
CVBF
From
Benzinga
PCB Bancorp Posts 44% EPS Jump in Q2
July 25, 2025
Tickers
PCB
Tags
Recent Press Releases
Market News
PCB
From
Motley Fool
12 Financials Stocks Moving In Thursday's Pre-Market Session
April 03, 2025
Tickers
AAME
ATCH
CCNE
FNGD
Tags
FRST
AAME
ATCH
From
Benzinga
Alpha Buying: Insider Moves Signal Confidence Amid Market Turbulence
February 27, 2025
Tickers
AMCR
HLIT
PCB
Tags
AMCR
c/suite/buys/of/the/week
HLIT
From
Benzinga
PCB Stock Earnings: PCB Bancorp Beats EPS, Misses Revenue for Q2 2024
July 25, 2024
Tickers
PCB
Tags
Market News
Earnings Reports
PCB
From
InvestorPlace
Over $8M Bet On This Health Care Stock? Check Out These 4 Stocks Insiders Are Buying
May 31, 2024
Tickers
BHB
CZR
EXEL
NEWS
Tags
EXEL
BHB
News
From
Benzinga
PCB Stock Earnings: PCB Bancorp Misses EPS, Misses Revenue for Q1 2024
April 25, 2024
Tickers
PCB
Tags
NASDAQ:PCB
Market News
PCB
From
InvestorPlace
Transline Technology Showcases Expertise in RF/MW/mmWave PCBs at Satellite 2024 Conference
February 27, 2024
Tickers
PCB
Tags
United States
mmWave
Pcb Fabrication
From
PRLog
Insiders Buying Agree Realty And 3 Other Stocks
February 26, 2024
Tickers
ADC
HBT
NEWS
PCB
Tags
Market News
Trading Ideas
Pre/Market Outlook
From
Benzinga
Unleashing Growth Potential: PCB Bancorp Surpasses Expectations with Strong Performance and Increasing Profits
February 16, 2024
Tickers
FLIC
PCB
Tags
Dividends
FLIC
PCB
From
Benzinga
REM Electronics Supply, Inc. Obtains JCP & ISO 9001:2015 Certs, Opening Doors to Federal Government Contracting and Reinforcing Commitment to Quality
January 05, 2024
Tickers
JCP
PCB
Tags
Ohio
Technology
Industrial
From
PRLog
Over $8M Bet On Mercury Systems? Check Out These 4 Stocks Insiders Are Buying
December 01, 2023
Tickers
AGL
MRCY
PCB
SEZL
Tags
PCB
AGL
Benzinga
From
Benzinga
Empowering Shareholders with Growth: PCB Bancorp Enhances Performance and Reports Rising Profits
August 18, 2023
Tickers
BCBP
PCB
Tags
Dividends
PCB
BCBP
From
Benzinga
Piper Sandler Initiates Coverage Of PCB Bancorp, Anticipates Higher Buybacks Despite Marginal Pressures
June 16, 2023
Tickers
PCB
Tags
Expert Ideas
Initiation
News
From
Benzinga
Stocks That Hit 52-Week Lows On Monday
April 17, 2023
Tickers
INDB
INFY
INVZ
JG
Tags
MPB
WASH
RBB
From
Benzinga
Stocks That Hit 52-Week Lows On Tuesday
January 03, 2023
Tickers
AAPL
AKTX
APGN
ARQQ
Tags
APGN
DLHC
LMNL
From
Benzinga
A Look Into Financial Services Sector Value Stocks
November 17, 2022
Tickers
BPRN
LAZ
PCB
SMFG
Tags
News
BPRN
LAZ
From
Benzinga
Whizz Systems, Inc Mutually Agrees to Terminate Stock Purchase Agreement
August 16, 2022
Tickers
PCB
Tags
Pcb
Semiconductor
Manufacturing
From
PRLog
Benzinga's Top Ratings Upgrades, Downgrades For April 6, 2022
April 06, 2022
Tickers
ABMD
AMP
APTV
ARRY
Tags
LNDC
NVRO
BLUE
From
Benzinga
Recap: PCB Bancorp Q4 Earnings
January 27, 2022
Tickers
PCB
Tags
BZI/Recaps
PCB
Benzinga
From
Benzinga
Mid-Day Market Update: Crude Oil Down 2.5%; Golden Nugget Online Gaming Shares Jump
August 09, 2021
Tickers
ATER
AXSM
BIVI
CRTX
Tags
Market News
SIC
Global
From
Benzinga
Stocks That Hit 52-Week Highs On Friday
July 30, 2021
Tickers
MMSI
MPWR
MSCI
MSEX
Tags
TRI
WTRG
NVO
From
Benzinga
Stocks That Hit 52-Week Highs On Thursday
July 29, 2021
Tickers
A
AB
ABBV
ACI
Tags
SPGI
DBX
LBC
From
Benzinga
Stocks That Hit 52-Week Highs On Friday
July 23, 2021
Tickers
HRI
HZNP
IDXX
INTA
Tags
ZTS
OTIS
LULU
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.