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 offering announcement
Recent news which mentions offering announcement
< Previous
1
2
3
4
Next >
Real Estate Investment Offering For Scottsdale Hotel With 20% Target Annualized Return
April 19, 2022
Tickers
MAR
Tags
hotels
ESI Ventures
Alternative investments
From
Benzinga
Private Equity Offering For Farmland Investment Provides Access To High-Demand Asset Class
April 19, 2022
Tags
Farmland
Alternative investments
offering announcement
From
Benzinga
First Look At Real Estate Investment Offering For Catalyst Access Fund With 20% - 25% Targeted Net Annual Return
April 11, 2022
Tags
CityVest
Market News
Benzinga
From
Benzinga
This Fast-Growing Starting Is Presenting A Rare Opportunity For Retail Investors
April 08, 2022
Tickers
ACI
AMZN
KR
Tags
Alternative investments
offering announcement
ACI
From
Benzinga
Private Equity Real Estate Investment Offering For Fort Worth Multifamily Property Targeting a 20.9% Annualized Return
April 08, 2022
Tags
realcrowd
real estate crowdfunding
Market News
From
Benzinga
[Private Deal Alert] Fractional Investments In Rental Properties Now Available
April 05, 2022
Tags
real estate crowdfunding
Real Estate
Market News
From
Benzinga
[Private Deal Alert] Real Estate Investment Offering For Houston Multifamily Property With Value-Add Opportunity
April 04, 2022
Tags
Real Estate
Benzinga
Market News
From
Benzinga
[Private Deal Alert] Real Estate Investment Fund Targeting High Growth Markets In Sunbelt States
April 04, 2022
Tags
Market News
Benzinga
Real Estate
From
Benzinga
[Private Deal Alert] Real Estate Investment Offering For Student Housing At Washington State University With 21% Target Annual Returns
April 04, 2022
Tags
Benzinga
Market News
Real Estate
From
Benzinga
[Private Deal Alert] Real Estate Investment Offering For Medical Office Building With 12% Target Annual Returns
April 04, 2022
Tags
Alternative investments
offering announcement
Real Estate
From
Benzinga
Private Equity Real Estate Investment Offering For Boutique Hotel In Sonoma County's Wine Region
March 28, 2022
Tags
Market News
Yang Capital
Benzinga
From
Benzinga
Investors Can Now Buy Shares Of This $17 Million Picasso
March 25, 2022
Tags
offering announcement
Alternative investments
Fintech
From
Benzinga
Dallas Based Real Estate Developer Launches Private Equity Offering For Development of Build-to-Rent Communities
March 23, 2022
Tags
private equity
offering announcement
Alternative investments
From
Benzinga
Private Equity Investment Offering For Myrtle Beach Hampton Inn Targeting a 20.2% Annualized Return
March 23, 2022
Tags
Real Estate
Suncroft
Benzinga
From
Benzinga
FarmTogether Launches Its Sustainable Farmland Fund - Expanding Access to Safe-Haven Asset
March 23, 2022
Tags
Alternative investments
offering announcement
Farmland
From
Benzinga
CrowdStreet To Launch 5 New Commercial Real Estate Offerings This Week With 12% to 20% Target Annualized Returns
March 21, 2022
Tags
Alternative investments
offering announcement
Benzinga
From
Benzinga
Arrived Homes Expands Into New Market With Latest Offering For Fractionalized Rental Property Investments
March 16, 2022
Tags
Alternative investments
offering announcement
Arrived Homes
From
Benzinga
Psychedelic Medicine Is On The Rise And Retail Investors Can Own A Piece Of This Groundbreaking Company
March 15, 2022
Tickers
TPIA
Tags
General
Benzinga
Market News
From
Benzinga
Real Estate Investment Offering For Mixed-Use Development In Washington D.C. With 21.1% Target IRR
March 15, 2022
Tags
Crowdstreet
real estate crowdfunding
Real Estate
From
Benzinga
RealCrowd Launches New Real Estate Investment Offering For A Historic Property With Value-Add Opportunity
March 15, 2022
Tags
Alternative investments
offering announcement
real estate crowdfunding
From
Benzinga
New Farmland Investment Offering For A High Cash-Flowing Organic Vineyard
March 11, 2022
Tags
Real Estate
Benzinga
Market News
From
Benzinga
Real Estate Crowdfunding Offering For Phoenix Apartment Community Is Targeting A 16.1% Annualized Return
March 09, 2022
Tags
SB Real Estate Partners
Alternative investments
offering announcement
From
Benzinga
Latest Multifamily Real Estate Offering Provides Value-Add Opportunity With 14.2% Target Annual Returns
March 08, 2022
Tags
Benzinga
Market News
Real Estate
From
Benzinga
A $100 Investment Can Get You A Share Of This Famous Sunken Treasure
March 08, 2022
Tags
WeFunder
offering announcement
Alternative investments
From
Benzinga
Passive Real Estate Investment Opportunity With Houston Apartment Offering on CrowdStreet
March 07, 2022
Tags
KOR Group
offering announcement
Alternative investments
From
Benzinga
Analyst Predicts Potential 300%+ Upside On Home Bistro Offering Through Equifund
March 04, 2022
Tickers
DASH
GRUB
HBIS
UBER
Tags
Crowdsourcing
Analyst Ratings
Alternative investments
From
Benzinga
You Can Now Own A Piece Of The Famous LOVE Sculpture Through StartEngine Collectibles' Latest Offering
March 03, 2022
Tickers
ART
Tags
Crowdsourcing
Alternative investments
art
From
Benzinga
Wish You Could Have Invested In Fidget Toys A Year Ago? This Startup's High-Tech Gadget May Be Your Second Chance
March 01, 2022
Tickers
AAPL
GOOG
STEM
Tags
STEM
StartEngine
Benzinga
From
Benzinga
New Offering For 95% Leased Downtown Orlando Office Portfolio
February 28, 2022
Tags
offering announcement
Denholtz Properties
Alternative investments
From
Benzinga
This Small Company Is Partnering With Celebrity Chefs To Disrupt The The Multi Billion-Dollar Food Delivery Market
February 24, 2022
Tickers
DASH
GRUB
UBER
Tags
UBER
DASH
offering announcement
From
Benzinga
< Previous
1
2
3
4
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.