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 Private Equity
Recent news which mentions Private Equity
< Previous
1
2
...
9
10
11
12
13
14
15
16
Next >
Onit acquires SecureDocs to strengthen contract-management offerings
January 11, 2022
Tickers
INNO
Tags
Mergers and Acquisitions
Private equity
Eric Elfman
From
Business Journals
Jurassic Capital's Colopy: How startups can get a piece of our $20M fund
January 10, 2022
Tickers
INNO
Tags
Banking & Financial Services
Startups
Private equity
From
Business Journals
Scottsdale medical device manufacturing company gets new majority investor
January 06, 2022
Tickers
INNO
Tags
Medical Devices
Biotech
Private equity
From
Business Journals
SaaS Capital merges with Columbus firm, raises $128M fund for tech startup loans
January 06, 2022
Tickers
INNO
Tags
Randall Lucas
Startups
Rob Belcher
From
Business Journals
New York private equity firm acquires majority stake in Tempe-based Aurora Payments
January 06, 2022
Tickers
INNO
Tags
Technology
Inno
Private equity
From
Business Journals
S.F. repurposes U.N. Plaza site; Former Uber officer indicted
January 05, 2022
Tickers
UBER
Tags
Uber
Roundup
Commercial Real Estate
From
Business Journals
VC funding update: Which Boston-area startups raised money in December
January 04, 2022
Tickers
INNO
Tags
Private equity
Inno
Technology
From
Business Journals
Local logistics firm receives private equity investment to fuel growth
December 30, 2021
Tags
Brian Smith
Private equity
Wagner Logistics
From
Business Journals
San Antonio-based scooter startup fails to raise needed funds to continue operation
December 30, 2021
Tags
Technology
Private equity
Startups
From
Business Journals
Follow the money: North Texas tech companies raised nearly $181M in December
December 30, 2021
Tickers
INNO
Tags
Hemanth Golla
Aerospace
Aakash Kumar
From
Business Journals
Year in Review: These 10 Valley startups had the biggest funding hauls of 2021
December 30, 2021
Tickers
INNO
Tags
Startups
Venture capital
Technology
From
Business Journals
Discover Why Luxembourg is the Perfect Base for Doing Business Among Foreign Investors
December 27, 2021
Tags
Funds
Investment
Europe
From
PRLog
NBA's Atlanta Hawks Valued At $2B: How You Can Own A Stake And What It Means For Knicks' Owner MSGS
December 27, 2021
Tickers
MSGE
MSGS
NBA
OWL
Tags
Phoenix Suns
Trading Ideas
MSGE
From
Benzinga
From CData to Green Places: The companies raising dollars in the Triangle
December 21, 2021
Tickers
INNO
Tags
Venture capital
Technology
Inno
From
Business Journals
San Mateo travel software company Mondee to go public in blank check merger
December 20, 2021
Tags
Startups
Travel
Travel & Tourism
From
Business Journals
Dallas startup lands $20M to build electronic waste recycling facilities
December 16, 2021
Tickers
INNO
Tags
Inno
Technology
Consumer Goods
From
Business Journals
Real estate leader launches crowdfunding platform for non-accredited investors
December 14, 2021
Tickers
INNO
Tags
Inno
Christian Mack
Banking & Financial Services
From
Business Journals
Guidely raises $4 million seed to expand personal development platform
December 14, 2021
Tickers
INNO
Tags
Private equity
Executive Profiles
Banking & Financial Services
From
Business Journals
Here's who's backing Scot Wingo's new rolling fund for Triangle startups
December 14, 2021
Tickers
INNO
Tags
Doug Kaufman
Scot Wingo
Technology
From
Business Journals
Viewpoint: Most startups don't need big money. Here's why.
December 14, 2021
Tags
Digital Media
Software
Sam Mallikarjunan
From
Business Journals
Funding wrap: BP3 snags $33M; Mobile auto maintenance startup raises series A round
December 06, 2021
Tickers
INNO
Tags
Private equity
Banking & Financial Services
Software
From
Business Journals
The Carlyle Group reaches deal to acquire local health IT firm CNSI
December 02, 2021
Tags
Jaytee Kanwal
Technology
Todd Stottlemyer
From
Business Journals
Clinical CBD company lands new funding and a new name
December 02, 2021
Tickers
INNO
Tags
Food & Lifestyle
Pharmaceuticals
Mergers and Acquisitions
From
Business Journals
Davis retail software company Engage3 raises $35 million in private equity
December 02, 2021
Tickers
INNO
Tags
Doug Bewsher
Engage3
Edris Bemanian
From
Business Journals
Iodine Software joins unicorn club with latest investment
December 02, 2021
Tickers
INNO
Tags
Banking & Financial Services
Health Care
Insurance
From
Business Journals
Follow the money: North Texas tech firms raised more than $350M in November
December 01, 2021
Tickers
INNO
Tags
Manny Machado
Media Technology
Mergers and Acquisitions
From
Business Journals
On the move: A roundup of the North Texas tech hires and departures in November
November 30, 2021
Tickers
INNO
Tags
Mark Cuban
Mike Hansen
Data Technologies
From
Business Journals
SFBT Monday Digest: Twitter CEO to step down; Hint CEO reportedly out
November 29, 2021
Tags
Private equity
Mergers and Acquisitions
Francisco Partners
From
Business Journals
KKR buyout offer sends Telecom Italia shares surging 22%
November 22, 2021
Tags
Private Equity and Hedge Funds
Telecommunications
Private Equity
From
CNBC.com News
Authentic Brands Group shelves IPO, to sell $12.7 billion stake to private investors
November 22, 2021
Tags
Deals & IPOs
Warby Parker Inc
Rent the Runway Inc
From
CNBC.com News
< Previous
1
2
...
9
10
11
12
13
14
15
16
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.