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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
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MARKET RESEARCH
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Articles published by Atar Capital
Atar Capital Signs New Headquarters Lease at 1950 Avenue of the Stars in Century City
April 07, 2026
From
Atar Capital
Via
Business Wire
Atar Capital Announces Successful Exit of Pipeline-Inspection Company Frontier Integrity Solutions
January 14, 2026
From
Atar Capital
Via
Business Wire
Atar Capital Expands Keypoint Intelligence’s European Footprint with Acquisition of DataMaster Online
January 07, 2026
From
Atar Capital
Via
Business Wire
Atar Capital Affiliate WinCup Acquires Conver Pack to Expand Sustainable Packaging Portfolio
July 08, 2025
From
Atar Capital
Via
Business Wire
Atar Capital Founder Cyrus Nikou Recognized on Los Angeles Business Journal’s LA500
June 02, 2025
From
Atar Capital
Via
Business Wire
Atar Capital Accepts Private Equity Firm of the Year Award at The M&A Advisor's 2025 Distressed Investing Summit
March 25, 2025
From
Atar Capital
Via
Business Wire
Atar Capital to be Named Private Equity Firm of the Year at The M&A Advisor’s 19th Annual Turnaround Awards Gala
January 16, 2025
From
Atar Capital
Via
Business Wire
Atar Capital Founder Cyrus Nikou Recognized with 2024 Thomas Farrell Memorial Award and Inducted into The M&A Advisor Hall of Fame
November 21, 2024
From
Atar Capital
Via
Business Wire
Atar Capital Announced as a Finalist in the 23rd Annual M&A Advisor Awards
October 15, 2024
From
Atar Capital
Via
Business Wire
Atar Capital Announces Affiliate Solero Technologies’ Acquisition of Kendrion’s Automotive Business
October 01, 2024
From
Atar Capital
Via
Business Wire
Atar Capital Strengthens Operational Leadership with Appointment of Nick Polanski as Director in Operations
August 01, 2024
From
Atar Capital
Via
Business Wire
Atar Capital Announces the Strategic Exit of Full-Service Distribution Company
July 22, 2024
From
Atar Capital
Via
Business Wire
Atar Capital Announces Solero Technologies Signs Agreement to Acquire Kendrion’s Automotive Business
April 15, 2024
From
Atar Capital
Via
Business Wire
Nikou Family Field Celebrated at Sierra Canyon School
January 11, 2024
From
Atar Capital
Via
Business Wire
Atar Capital Completes First International Buyout for Portfolio Company, Keypoint Intelligence
May 10, 2023
From
Atar Capital
Via
Business Wire
Atar Capital Completes Sixth Bolt-on Acquisition for Portfolio Company, Pathways Health and Community Support
May 10, 2022
From
Atar Capital
Via
Business Wire
Atar Capital Acquires the Assets of Metco Landscape
January 20, 2022
From
Atar Capital
Via
Business Wire
Atar Capital Completes Carve-out Acquisition of BorgWarner’s North American Controls Business
January 06, 2022
From
Atar Capital
Via
Business Wire
Atar Capital Continues to Invest in Growth of Portfolio Company, Pathways, With Acquisition of Human Resource Training, Inc.
January 04, 2022
From
Atar Capital
Via
Business Wire
Atar Capital Successfully Completes the Sale of RWS Facility Services
December 08, 2021
From
Atar Capital
Via
Business Wire
Atar Capital Portfolio Company, Pathways, Continues Geographical Expansion with Acquisition of Renew Consulting
September 28, 2021
From
Atar Capital
Via
Business Wire
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