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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
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Articles published by Groundworks
Groundworks® Named to Inc. 5000 For the Ninth Consecutive Year
August 12, 2025
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Groundworks® Expands Executive Leadership Team by Adding Rajeev Rai as Chief Technology Officer
May 29, 2025
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Groundworks to Support Habitat for Humanity Home Builds Across North America for the Fourth Consecutive Year
April 24, 2025
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Groundworks® Appoints Chief Human Resources Officer Laura Mueller to the Executive Leadership Team
March 26, 2025
From
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Via
GlobeNewswire
Groundworks Named a Three-Time Recipient of the Top Workplaces USA Award
March 24, 2025
From
Groundworks
Via
GlobeNewswire
Update – Groundworks® Elevates Michael Mullican to President and Chief Financial Officer and Jeffrey Martin to Chief Operating Officer
March 20, 2025
From
Groundworks
Via
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Groundworks® Elevates Michael Mullican to President and Chief Financial Officer and Jeffrey Martin to Chief Operating Officer
March 20, 2025
From
Groundworks
Via
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Groundworks® Supports Hurricane Relief Efforts with Local Supply Drives, Volunteering and $263,000 Donation to Samaritan’s Purse
October 23, 2024
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Groundworks® Strengthens Leadership Team with the Appointment of Lara Drake as Chief Experience Officer
September 27, 2024
From
Groundworks
Via
GlobeNewswire
Groundworks® Partners with Mike Rowe as Part of Brand’s Initial Spokesperson Campaign
September 16, 2024
From
Groundworks
Via
GlobeNewswire
Groundworks® Extends Seattle Presence with the Acquisition of Rainy Day
August 28, 2024
From
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Via
GlobeNewswire
Groundworks® Named an Inc. 5000 Fastest Growing Company for the Eighth Consecutive Year
August 13, 2024
From
Groundworks
Via
GlobeNewswire
Groundworks® Names Mike Midgett as Chief Service Officer to Expand the Leadership Team
July 17, 2024
From
Groundworks
Via
GlobeNewswire
Groundworks® Enters Pacific Northwest by Acquiring Matvey Foundation Repair, Inc. in Seattle
June 27, 2024
From
Groundworks
Via
GlobeNewswire
Groundworks® Launches Expansion into Canada
May 01, 2024
From
Groundworks
Via
GlobeNewswire
Groundworks Donates $100,000 to Local Habitat for Humanity Affiliates
April 02, 2024
From
Groundworks
Via
GlobeNewswire
Groundworks Strengthens Leadership Bench with the Hire of Michael Mullican as Chief Financial Officer
January 03, 2024
From
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Via
GlobeNewswire
Tickers
ASO
Inc. Magazine Recognizes Groundworks® as the Best in Business for 2023
December 14, 2023
From
Groundworks
Via
GlobeNewswire
Groundworks® Expands Strategic Service Offerings with the Acquisition of Eco-Soil Stabilizers
November 17, 2023
From
Groundworks
Via
GlobeNewswire
Groundworks® Earns Inc. 5000 Fastest Growing Company Honor for the Seventh Consecutive Year
August 15, 2023
From
Groundworks
Via
GlobeNewswire
Groundworks Launches AquaGuard™ Gutter Solutions
June 27, 2023
From
Groundworks
Via
GlobeNewswire
Groundworks Expands Partnership with Habitat for Humanity
June 06, 2023
From
Groundworks
Via
GlobeNewswire
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