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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
Form CRS
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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
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Sample Portfolio
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Quarterly Performance Reports
Market Value Securities (MVS)
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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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
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Articles published by Bidgely
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EmPOWER AI 2025 Conference Unites Energy and AI Innovators Building the Intelligent Grid of the Future
September 04, 2025
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Bidgely Surpasses 1.5 TWh of Energy Savings, Offsetting 1M Tons of CO2 Emissions
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Bidgely Sustains ‘Leader’ Position as Top Home Energy Management Provider by Guidehouse Research
April 15, 2025
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Bidgely’s EV Intelligence Awarded 2025 Top Product of the Year from Environment+Energy Leader
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March 18, 2025
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Bidgely at DistribuTECH 2025: Unlocking AI to Build a Smarter, Interactive Grid for Utilities and Consumers
March 11, 2025
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PacifiCorp to Host Bidgely Flagship EmPOWER AI Annual Conference
February 25, 2025
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Bihar Strengthens Digital Transformation with Bidgely’s AI-Driven Power Solutions
February 12, 2025
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SEPA and Bidgely Release Report on the Power of AI for Transportation Electrification
February 11, 2025
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Bidgely Quadruples Revenue for AI-Powered EV Intelligence and Grid Solutions in 2024
December 12, 2024
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Bidgely Unveils New GenAI Integration for Award-Winning UtilityAI Platform and Smarter Energy Management
September 18, 2024
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Bidgely Solidifies Energy Industry Leadership for AI Excellence in 2024
August 15, 2024
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Avista Utilities to Host Bidgely EmPOWER AI 2024 Conference Showcasing Advanced Solutions for Load Shifting, Grid Planning and Modern CX
July 23, 2024
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Bihar Partners with Bidgely to Reduce Energy Theft and Revenue Leakage Through AI-Powered Data Analytics
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Bidgely Accelerates Growth with Former Tesla Renewable Energy Leader Tyler Moragne as Chief Strategy Officer
May 22, 2024
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Bidgely and Avista Utilities Win 2024 PLMA Technology Pioneer Award
May 08, 2024
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Bidgely Awarded ‘Top Product of the Year’ Recognition by Environment+Energy Leader
April 22, 2024
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Bidgely Named a Top 10 Applied AI Company on Fast Company’s 2024 List of the World's Most Innovative Companies
March 19, 2024
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PSEG Long Island Expands Partnership with Bidgely to Build Comprehensive Energy Efficiency Program
March 07, 2024
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Bidgely to Demonstrate Power of AI for Enhanced Grid Management and Elevated Residential Energy Customer Experience at DistribuTECH 2024
February 13, 2024
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Bidgely’s UtilityAI Platform Wins 2024 AESP Innovation in Technology Award
February 08, 2024
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