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 >
SoftBank-backed Embark Veterinary valued at $700M after $75M Series B
July 26, 2021
Tickers
DNA
DOG
PETS
TC
Tags
slow ventures
Ryan Boyko
Startups
From
TechCrunch
Mark Cuban-backed Eterneva raises $10M to turn your loved one’s ashes into diamonds
July 26, 2021
Tickers
MARK
Tags
Tiger Management
Vision Fund
Recent Funding
From
TechCrunch
Sila banks $13M to offer single API for developing financial products, services
July 26, 2021
Tickers
API
BBVA
SAAS
TC
Tags
Clara Sieg
cryptocurrencies
Venture Capital
From
TechCrunch
NotCo gets its horn following $235M round to expand plant-based food products
July 26, 2021
Tickers
FOOD
TC
Tags
Matias Muchnick
Kaszek Ventures
Scott Shleifer
From
TechCrunch
Spinn taps into $40M to create better coffee brewing, discovery experiences
July 26, 2021
Tickers
COFFEE
FOOD
TC
Tags
Coffee
eCommerce
spinn
From
TechCrunch
Mint’s first PM raises millions for Monarch, an Accel-backed money management platform
July 23, 2021
Tags
economy
Recent Funding
startup
From
TechCrunch
Payments company Paystone raises $23.8M to help service-based businesses engage with customers
July 23, 2021
Tickers
TC
Tags
Léa Perge
Finance
Crédit Mutuel Alliance Fédérale
From
TechCrunch
Serverless Stack raises $1M for open-source application framework
July 23, 2021
Tickers
APPS
TC
Tags
cloud infrastructure
sv angel
Greylock Partners
From
TechCrunch
Paystand banks $50M to make B2B payments cashless and with no fees
July 23, 2021
Tickers
SAAS
TC
Tags
Startups
Venmo
NewView Capital
From
TechCrunch
Khosla Ventures leads Even’s $5M seed to give India the kind of healthcare their insurance doesn’t
July 22, 2021
Tickers
TC
Tags
Venture Capital
Funding
TC
From
TechCrunch
VOCHI raises additional $2.4 million for its computer vision-powered video editing app
July 22, 2021
Tickers
APPS
Tags
convolutional neural networks
Mobile
image/processing
From
TechCrunch
Sendlane raises $20M to convert shoppers into loyal customers
July 22, 2021
Tickers
TC
Tags
Zing Capital
Funding
TC
From
TechCrunch
Obé Fitness raises $15M for its personality-driven exercise platform
July 22, 2021
Tickers
APPS
Tags
CAVU Venture Partners
fitness
Health
From
TechCrunch
Allocate banks $5M to open up venture capital fund access
July 22, 2021
Tickers
TC
Tags
Allocate
Samir Kaji
Recent Funding
From
TechCrunch
Tailor Brands raises $50M, aims to be one-stop shop for small businesses to launch
July 22, 2021
Tickers
SAAS
TC
Tags
Disruptive VC
OurCrowd
Pitango Growth
From
TechCrunch
Okendo raises $5.3M to help D2C brands ween themselves off of Big Tech customer data
July 21, 2021
Tickers
CEO
TC
Tags
Publishing
Venture Capital
Web applications
From
TechCrunch
LiveControl raises $30M to help venues livestream events
July 21, 2021
Tags
Funding
Recent Funding
coatue
From
TechCrunch
Pangaea Holdings, developing men’s personal care brands, raises $68M, including minority stake from Eurazeo
July 21, 2021
Tickers
TC
Tags
Base10 Partners
Eurazeo
Gradient Ventures
From
TechCrunch
Accion Systems raises $42 million in Series C to accelerate development of 4th-gen propulsion system
July 21, 2021
Tickers
TC
Tags
Recent Funding
TC
ion engines
From
TechCrunch
Andreessen Horowitz funds Vitally’s $9M round for customer experience software
July 21, 2021
Tickers
SAAS
TC
Tags
TC
Andreessen Horowitz
Enterprise
From
TechCrunch
Valoreo raises $30M more to acquire e-commerce brands across LatAm
July 21, 2021
Tags
Presight Capital
Recent Funding
Colombia
From
TechCrunch
Austin-based Fetch Package secures $60M in equity & debt after tripling ARR in 2020
July 21, 2021
Tickers
APPS
SAAS
Tags
Fundings & Exits
Ocelot Capital
seamless
From
TechCrunch
Pivot Bio rakes in $430M round D as modified microbes prove their worth in agriculture
July 20, 2021
Tickers
TC
Tags
biotech
Startups
GreenTech
From
TechCrunch
RxAll grabs $3.15M to scale its drug checking and counterfeiting tech across Africa
July 20, 2021
Tickers
TC
Tags
Startups
Health
RxAll
From
TechCrunch
Titan, a platform aimed at the ‘everyday investor,’ valued at $450M as a16z leads $58M Series B
July 20, 2021
Tickers
TC
Tags
United States
New York
Will Smith
From
TechCrunch
Little Spoon scoops up $44M to grow its children’s nutrition delivery service
July 20, 2021
Tickers
FOOD
TC
Tags
Startups
baby food
Food
From
TechCrunch
Metal 3D printing company Fabric8Labs raises $19M
July 20, 2021
Tags
Hardware
Startups
Fabric8Labs
From
TechCrunch
Commercial real estate lending startup Lev brings in $30M on a $130M valuation
July 20, 2021
Tickers
CBRE
LEV
NFX
TC
Tags
TC
NFX
Enterprise
From
TechCrunch
Zenput raises $27M Series C to keep multiunit operations flowing no matter the location
July 20, 2021
Tickers
APPS
FOOD
TC
Tags
Vladik Rikhter
Apps
Venture Capital
From
TechCrunch
CityRow raises $12M for connected rowing machines and studios
July 20, 2021
Tags
Startups
cityrow
fitness
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.