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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
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
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Articles published by Axonius Inc.
Western Union Drives 50% Reduction in Manual Security Workload and Achieves 99% Asset Coverage with Axonius
March 04, 2026
From
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Via
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Tickers
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Axonius Federal Systems Names Jared Vichengrad Senior Vice President and General Manager Following Record Federal Results
February 23, 2026
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Axonius Appoints Meghan Marks as Chief Marketing Officer to Drive Category Leadership and Market Expansion
February 23, 2026
From
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Former DOJ CIO Melinda Rogers Joins Axonius Federal Systems Board
November 19, 2025
From
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Via
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Axonius Strengthens Go-To-Market Leadership with Qualys and Okta Veterans to Drive Growth
November 12, 2025
From
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GlobeNewswire
Axonius Advances Cybersecurity’s Most Trusted Asset Intelligence Platform, Announcing New AI Automation and Exposure Management Capabilities
October 22, 2025
From
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Via
GlobeNewswire
Axonius Earns 2025 Great Place to Work Certification
October 16, 2025
From
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Via
GlobeNewswire
Morgan Stanley’s Rachel Wilson and Axonius CEO Dean Sysman to Headline CTRL/ACT on Proactive Cybersecurity in the AI Era
October 01, 2025
From
Axonius Inc.
Via
GlobeNewswire
Axonius Appoints Joe Diamond President to Lead Unified Go-To-Market Organization for Next Phase of Growth
August 26, 2025
From
Axonius Inc.
Via
GlobeNewswire
“Dirty Data” Undermines a Generation of AI Cybersecurity Tools, Study Finds
August 04, 2025
From
Axonius Inc.
Via
GlobeNewswire
UPDATE - Axonius Acquires Medical Device Security Specialist Cynerio for More Than $100 Million to Target Healthcare Market
July 30, 2025
From
Axonius Inc.
Via
GlobeNewswire
Axonius Acquires Medical Device Security Specialist Cynerio for More Than $100 Million to Target Healthcare Market
July 29, 2025
From
Axonius Inc.
Via
GlobeNewswire
Axonius Named a Top Cybersecurity Startup
June 04, 2025
From
Axonius Inc.
Via
GlobeNewswire
Fred Ball Joins Axonius Board of Directors to Drive Financial and Global Expansion
May 08, 2025
From
Axonius Inc.
Via
GlobeNewswire
Axonius Appoints Robert Skinner (USAF Retired) to Axonius Federal Systems Board
April 24, 2025
From
Axonius Inc.
Via
GlobeNewswire
Axonius Launches Exposures – A Breakthrough Product to Unify Security, Asset, and Business Context in a Single Platform
April 22, 2025
From
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Via
GlobeNewswire
Axonius Appoints Former Disney CISO Ryan Knisley as Chief Product Strategist
April 15, 2025
From
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Via
GlobeNewswire
Axonius Federal Systems Achieves FedRAMP Moderate Authorization, Advances Cybersecurity Modernization Across U.S. Federal Agencies
April 10, 2025
From
Axonius Inc.
Via
GlobeNewswire
Axonius Appoints David Walters as Chief Revenue Officer
April 03, 2025
From
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Via
GlobeNewswire
Axonius Unveils Unified Identity Management & Security Solution to Centralize IAM Program Operations
March 20, 2025
From
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Via
GlobeNewswire
Axonius Unveils the Axonius Asset Cloud, a Suite of Products that Transforms Asset Intelligence into Intelligent Action
March 20, 2025
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GlobeNewswire
Axonius Named to Fast Company’s Annual List of the World’s Most Innovative Companies of 2025
March 18, 2025
From
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GlobeNewswire
Axonius Announces Adapt Conference and Adapt In Action Roadshow
March 11, 2025
From
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Via
GlobeNewswire
Department of Defense Selects Axonius Federal Systems to Modernize Continuous Monitoring and Risk Scoring Program
December 17, 2024
From
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Via
GlobeNewswire
ECS Selects Axonius Platform to Help Modernize U.S. Department of Homeland Security’s Continuous Diagnostics and Mitigation Data Services Program
November 18, 2024
From
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GlobeNewswire
Axonius named to Fortune Cyber 60 List for Second Consecutive Year
October 30, 2024
From
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Via
GlobeNewswire
Axonius is Named to the 2024 Forbes Cloud 100
August 06, 2024
From
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Via
GlobeNewswire
Axonius Continues C-Suite Expansion with Two New Appointments
July 15, 2024
From
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Via
GlobeNewswire
Axonius Bolsters C-Suite with Strategic New Hires
May 22, 2024
From
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Axonius Announces $200 Million Series E Extension Amid Explosive Growth
March 05, 2024
From
Axonius Inc.
Via
GlobeNewswire
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