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 Recent Funding
Recent news which mentions Recent Funding
< Previous
1
2
...
4
5
6
7
8
9
10
11
Next >
Food conglomerate Forward Foods becomes Starday, raises $4M
August 17, 2021
Tickers
ABV
FOOD
TC
Tags
Equal Ventures
Funding
haystack
From
TechCrunch
Split.io announces $50M Series D to continue growing feature flag platform
August 17, 2021
Tickers
TC
Tags
developer tools
Startups
Developer
From
TechCrunch
African fintech Pngme raises $15M for its financial data infrastructure platform
August 17, 2021
Tickers
TC
Tags
africa
Startups
Fintech
From
TechCrunch
Tropic picks up $25M to streamline software procurement experiences
August 16, 2021
Tickers
SAAS
TC
Tags
David Campbell
cloud software
Recent Funding
From
TechCrunch
Shopistry bags $2M to provide ‘headless commerce without the headaches’
August 16, 2021
Tickers
APPS
TC
Tags
online shopping
Duncan Hill
Amar Varma
From
TechCrunch
BrainQ raises $40M to transform stroke patient rehabilitation with its home therapy device
August 16, 2021
Tickers
EEG
TC
Tags
biotech
Funding
Startups
From
TechCrunch
Kiddom grabs early revenue amid $35M Series C funding
August 13, 2021
Tickers
TC
Tags
edtech
Recent Funding
kiddom
From
TechCrunch
Argentine fintech Ualá lands $350M at a $2.45B valuation in SoftBank, Tencent-led round
August 13, 2021
Tickers
APPS
Tags
Venture Capital
Fundings & Exits
Startups
From
TechCrunch
Orchata raises $4M, aims to build a ‘Gopuff for Latin America’
August 13, 2021
Tickers
APPS
FOOD
TC
Tags
JAM Fund
foundation capital
Grocery store
From
TechCrunch
ThirdAI raises $6M to democratize AI to any hardware
August 13, 2021
Tickers
TC
Tags
Cervin Ventures
computing
machine learning
From
TechCrunch
Sequoia leads $13M investment in Aalto, an online marketplace that lets homeowners sell directly to buyers
August 12, 2021
Tickers
APPS
Tags
Venture Capital
Fundings & Exits
Sequoia
From
TechCrunch
Crypto tax software provider TaxBit raises $130M at a $1.33B valuation
August 12, 2021
Tags
Cryptocurrency
Insight Partners
Startups
From
TechCrunch
Motivo raises $12M Series A to speed up chip design with AI
August 12, 2021
Tags
Recent Funding
chip design
Hardware
From
TechCrunch
Youreka Labs spins out with $8M to provide smart mobile assistant apps to field workers
August 12, 2021
Tickers
APPS
CRM
TC
Tags
Startups
Salesforce Ventures
Bill Karpovich
From
TechCrunch
Wonder Brands picks up $20M, aims to build marketplace of Latin American e-commerce brands
August 12, 2021
Tickers
TC
Tags
TC
CoVenture
latin america
From
TechCrunch
Construction tech startup Agora raises $33M in Tiger Global-led round amid 760% YoY ARR growth
August 12, 2021
Tickers
SAAS
TC
Tags
Kevin Hartz
SaaS
tiger global
From
TechCrunch
Consumer goods software company Aforza bags $22M to open US headquarters
August 12, 2021
Tickers
APPS
Tags
Funding
Mobile
Dominic Dinardo
From
TechCrunch
Talkdesk’s valuation jumps to $10B with Series D for smart contact centers
August 12, 2021
Tickers
TC
Tags
sumo logic
Artificial Intelligence
cloud applications
From
TechCrunch
Doxel raises $40M from Insight, a16z to become the ‘Waze for construction’
August 11, 2021
Tickers
TC
Tags
Doxel
TC
Insight Partners
From
TechCrunch
Former Snap employees raise $9M for Trust, emerging from beta to level marketing playing field
August 11, 2021
Tickers
TC
Tags
upfront ventures
online advertising
Advertising Tech
From
TechCrunch
E-commerce-as-a-service platform Cart.com picks up $98M to give brands scaling tools
August 11, 2021
Tickers
CART
SAAS
TC
Tags
PayPal Ventures
eCommerce
Enterprise
From
TechCrunch
Bite Ninja scoops up pre-seed funding to reimagine restaurant working environments
August 11, 2021
Tickers
FOOD
SAAS
TC
Tags
Y Combinator
food
Bite Ninja
From
TechCrunch
Pave gets Y Combinator to back better startup compensation tools, again
August 10, 2021
Tickers
PAVE
TC
Tags
Y Combinator
a16z
pave
From
TechCrunch
44.01 secures $5M to turn billions of tons of carbon dioxide to stone
August 10, 2021
Tags
carbon dioxide
Fundings & Exits
oman
From
TechCrunch
Felt raised $4.5 million to get you to ‘think in maps’
August 10, 2021
Tickers
GPS
MAP
TC
UBER
Tags
Remix
gps
Startups
From
TechCrunch
Jerry raises $75M at a $450M valuation to build a car ownership ‘super app’
August 10, 2021
Tickers
APPS
Tags
Art Agrawal
Mobile
goodwater capital
From
TechCrunch
OwnBackup reels in $240M Series E on $3.35B valuation, up from $1.4B in January
August 10, 2021
Tickers
TC
Tags
Startups
Cloud
Salesforce
From
TechCrunch
Upscribe, raising $4M, wants to drive subscription-first DTC brand growth
August 10, 2021
Tickers
TC
Tags
Artificial Intelligence
jeff clavier
customer experience
From
TechCrunch
Elektra Health targets new $3.75M round to help women navigate menopause
August 10, 2021
Tickers
APPS
TC
Tags
TC
Elektra Health
Apps
From
TechCrunch
WoodSpoon’s food delivery service cooks up support for home chefs with $14M round
August 10, 2021
Tickers
APPS
FOOD
TC
Tags
restaurant
Funding
Labor
From
TechCrunch
< Previous
1
2
...
4
5
6
7
8
9
10
11
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.