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home
about us
Investment Approach
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Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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Latest News about Pokeworks
Recent news which mentions Pokeworks
Pokeworks Partners with Qu to Modernize POS, Boost Operational Efficiency, and Accelerate Franchise Growth
June 12, 2025
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From
Press Release – RestaurantNews.com
Erupting with Flavor: Pokeworks Brings Back Fan-Favorite Volcano Bowl
August 06, 2024
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From
Press Release – RestaurantNews.com
Aloha Flavors! Pokeworks Rolls Out Boba Teas, Smoothies, and a Hawaiian Dream Vacation in Partnership with Botrista Beverages.
July 18, 2024
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restaurant franchise
From
Press Release – RestaurantNews.com
Restaurant Deals for Mother’s Day, National Slider Day, Memorial Day, and National Burger Day
May 01, 2024
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Perry's Steakhouse
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From
Press Release – RestaurantNews.com
Pokeworks Expands Its Domestic & International Footprint
April 18, 2024
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From
Press Release – RestaurantNews.com
Back With a Bang – Pokeworks Brings Back Bang Bang Chicken
April 01, 2024
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From
Press Release – RestaurantNews.com
Restaurant Deals for Pi Day, St. Patrick’s, and March Madness
March 13, 2024
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Raising Cane's
March Madness
From
Press Release – RestaurantNews.com
Pokeworks to Offer Innovative Impact Food Plant-Based Tuna Dishes for Limited Time
February 21, 2024
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restaurant
restaurant news
From
Press Release – RestaurantNews.com
Valentine’s Day Deals from America’s Favorite Restaurant Brands
January 31, 2024
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Vidorra
Perry's Steakhouse
From
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Super Bowl Deals from Leading Restaurant Brands
January 29, 2024
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From
Press Release – RestaurantNews.com
Pokeworks Savors Innovative, Growth-Filled 2023, Prepared to Bowl Over 2024 with Further Expansion
January 25, 2024
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restaurant
restaurant franchise
From
Press Release – RestaurantNews.com
Former Systems Engineer Signs ADA to Open Pokeworks’ First Napa Location
December 05, 2023
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From
Press Release – RestaurantNews.com
Pokeworks Celebrates Expansion into Canada with Four New Locations
November 14, 2023
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restaurant news
From
Press Release – RestaurantNews.com
20 Recent Restaurant Leadership Changes
November 07, 2023
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restaurant executives
Papa Johns
Zunzi's + Zunzibar
From
Press Release – RestaurantNews.com
Thamel Venture Group LLC Signs ADA to Open Pokeworks Location in Queens
November 01, 2023
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restaurant franchise
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From
Press Release – RestaurantNews.com
Pokeworks Names Regina Cheung New CEO
August 30, 2023
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From
Press Release – RestaurantNews.com
Pokeworks Expanding Horizons with New Luxe Lobster Bowl
July 10, 2023
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From
Press Release – RestaurantNews.com
Pokeworks’ Latest Menu Innovation to Delight Plant-Based Guests
June 26, 2023
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From
Press Release – RestaurantNews.com
Pokeworks Earns Multiple Industry Honors, Accelerates Category-Leading Expansion Strategy
June 07, 2023
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From
Press Release – RestaurantNews.com
Pokeworks Springs into the Season with New Chili Lime Chicken Noodle Bowl
April 03, 2023
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From
Press Release – RestaurantNews.com
Pokeworks Primed for Existing Market Expansion in 2023
February 08, 2023
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From
Press Release – RestaurantNews.com
Pokeworks Celebrates Digital Anniversary and Growth
February 01, 2023
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Press Release – RestaurantNews.com
Pokeworks Adds Seasoned Presence to Leadership Team
January 18, 2023
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From
Press Release – RestaurantNews.com
Pokeworks to Make its Long-Awaited Debut in Colorado
January 12, 2023
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From
Press Release – RestaurantNews.com
New Year Calls for a New Flame-Cooked Miso Sesame Salmon Bowl at Pokeworks
January 03, 2023
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Press Release – RestaurantNews.com
Pokeworks Joins Anaheim Food Co. to Continue Growth in SoCal
November 01, 2022
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From
Press Release – RestaurantNews.com
Pokeworks Partners with GroupRaise to Support Local Communities
October 24, 2022
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restaurant franchise
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From
Press Release – RestaurantNews.com
Pokeworks Keeps Its Menu Fresh with New Bang Bang Chicken
October 03, 2022
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From
Press Release – RestaurantNews.com
Pokeworks Continues Global Expansion with talabat Partnership in Middle East
September 26, 2022
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From
Press Release – RestaurantNews.com
Pokeworks Announces Continued National Expansion
August 03, 2022
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From
Press Release – RestaurantNews.com
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