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
Markets
Stocks
ETFs
Tools
Markets:
Overview
News
Currencies
International
Treasuries
Latest News about funding
Recent news which mentions funding
< Previous
1
2
...
5
6
7
8
9
10
11
12
13
...
16
17
Next >
NBA All-Star Chris Paul joins digital media startup Greenfly’s growth round
August 24, 2021
Tickers
APPS
TC
Tags
Alpha Edison
DD Venture Capital
national basketball association
From
TechCrunch
testRigor scores $4M seed to turn a list of actions into a QA testing script
August 24, 2021
Tickers
TC
Tags
Y Combinator
Recent Funding
Developer
From
TechCrunch
Why global investors are flocking to back Latin American startups
August 24, 2021
Tickers
TC
Tags
Owl Ventures
QuintoAndar
Ribbit Capital
From
TechCrunch
Automotive startup Upstream raises $62M Series C to scale cloud-based security
August 24, 2021
Tags
Security
Transportation
Automotive
From
TechCrunch
Tango dances in with $5.7M, making employee onboarding easier
August 24, 2021
Tickers
APPS
TC
Tags
Recent Funding
Red Sea Ventures
Dan Giovacchini
From
TechCrunch
Brazilian fintech Cora raises $116M Series B as Tiger Global, Tencent sign on as investors alongside Greenoaks
August 24, 2021
Tickers
TC
Tags
Finance
Greenoaks Capital
latin america
From
TechCrunch
ICON lands $207M Series B to construct more 3D-printed homes after seeing 400% YoY revenue growth
August 24, 2021
Tickers
ICON
TC
Tags
Jeff Crowe
Fundings & Exits
Funding
From
TechCrunch
Ramp raises $300M at a $3.9B valuation, makes its first acquisition
August 24, 2021
Tickers
RAMP
Tags
Venture Capital
Founders Fund
Recent Funding
From
TechCrunch
India’s KhataBook raises $100 million for its bookkeeping platform for merchants
August 24, 2021
Tickers
ASIA
TC
Tags
TC
Asia
india
From
TechCrunch
Pakistan’s B2B marketplace and digital ledger platform Bazaar raises $30 million
August 24, 2021
Tickers
ASIA
Tags
Airlift
pakistan
eCommerce
From
TechCrunch
Japan’s B2B ordering and supply platform CADDi raises $73 million Series B funding
August 23, 2021
Tickers
ASIA
SAAS
TC
Tags
manufacturing
CADDi
Southeast Asia
From
TechCrunch
Zūm CEO Ritu Narayan explains why equity and accessibility works for mobility services
August 23, 2021
Tickers
ZUM
Tags
Zum
ride/sharing
Startups
From
TechCrunch
With more cash and a launch, Vannevar Labs is reconnecting Silicon Valley to its defense industry roots
August 23, 2021
Tags
Fundings & Exits
anduril
Funding
From
TechCrunch
Givz raises $3M in seed funding to make donations a marketing tool for businesses
August 23, 2021
Tickers
API
SAAS
TC
Tags
Fundings & Exits
Funding
Payments
From
TechCrunch
Slope Finance Announces $2.3 Million Seed Round Backed By Alameda Research, Solana Capital, Etc.
August 23, 2021
Tags
Funding
Crypto
LaunchTeam
From
Benzinga
Moesif secures $12M to provide user behavior insights on API usage
August 23, 2021
Tickers
API
APPS
TC
Tags
merus capital
Funding
TC
From
TechCrunch
Virtual dressing room startup Revery.ai applying computer vision to the fashion industry
August 23, 2021
Tickers
TC
Tags
retailers
Artificial Intelligence
eCommerce
From
TechCrunch
Y Combinator-backed Adra wants to turn all dentists into cavity-finding ‘super dentists’
August 23, 2021
Tickers
ADRA
SAAS
TC
Tags
Funding
Adra
Health
From
TechCrunch
India’s Zetwerk valued at $1.33 billion in new funding
August 23, 2021
Tickers
ASIA
Tags
D1 Capital
Kunal Shah
Zetwerk
From
TechCrunch
Tencent in talks to lead funding in India’s Pocket FM
August 23, 2021
Tickers
APPS
ASIA
Tags
Funding
Asia
lightspeed
From
TechCrunch
São Paulo’s QuintoAndar real estate platform raises $120M, now valued at $5.1B
August 20, 2021
Tags
Tencent
Recent Funding
proptech
From
TechCrunch
Greycroft leads $3.5M into Breef, an online marketplace for ad agencies
August 20, 2021
Tickers
TC
Tags
greycroft
Breef
Advertising Tech
From
TechCrunch
Rutter comes out of stealth with $1.5M in funding for its e-commerce API
August 20, 2021
Tickers
API
APPS
TC
Tags
Eric Yu
haystack
Rutter
From
TechCrunch
Communication software startup Channels takes on event management with text workflow
August 20, 2021
Tickers
TC
Tags
Sahra Growth Capital
Artificial Intelligence
University of Michigan
From
TechCrunch
Microsoft backs India’s Oyo at $9.6 billion valuation
August 20, 2021
Tickers
ASIA
Tags
oyo
india
Asia
From
TechCrunch
Role’s video role-playing platform makes a $2.75M charm attempt on the burgeoning tabletop world
August 19, 2021
Tickers
TC
Tags
dungeons and dragons
TC
Startups
From
TechCrunch
Regology snares $8M Series A to help navigate maze of global regulations
August 19, 2021
Tickers
TC
Tags
Recent Funding
Artificial Intelligence
regulations
From
TechCrunch
Bedrock modernizes seafloor mapping with autonomous sub and cloud-based data
August 19, 2021
Tickers
TC
Tags
TC
Startups
Gadgets
From
TechCrunch
Tiger Global backs Nacelle with $50M for its e-commerce infrastructure
August 19, 2021
Tickers
API
APPS
TC
Tags
tiger global
Funding
merchandising
From
TechCrunch
Insight Partners leads $30M round into Metabase, developing enterprise business intelligence tools
August 19, 2021
Tickers
NEA
TC
Tags
George Mathew
Startups
TC
From
TechCrunch
< Previous
1
2
...
5
6
7
8
9
10
11
12
13
...
16
17
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.