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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
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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
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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
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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
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Articles published by Haig Partners LLC
Haig Partners Releases Q1 2026 Haig Report®: Dealership Buy-Sell Activity Surged 39% in Q1 2026 as Private Buyers Chase Strong Franchises
May 27, 2026
From
Haig Partners LLC
Via
Business Wire
Haig Partners Serves as the Exclusive Advisor on the Sale of Mathews Honda of Paris, Located in Texas
May 05, 2026
From
Haig Partners LLC
Via
Business Wire
Haig Partners Serves as the Exclusive Advisor on the Sale of Lexus of Westport, Toyota of Westport, and Audi Hawthorne to Keeler Motor Car Company and Open Road Capital – Located in One of the Best Luxury Markets in the U.S.
February 11, 2026
From
Haig Partners LLC
Via
Business Wire
Haig Partners Serves as the Exclusive Advisor on the Sale of Santa Monica BMW – Located in One of the Best Luxury Markets in the U.S.
January 20, 2026
From
Haig Partners LLC
Via
Business Wire
Haig Partners Welcomes Emily Bourne as Managing Director – Enhancing Midwest Presence and Aligning With Lexus and Porsche Dealers Nationwide
November 14, 2025
From
Haig Partners LLC
Via
Business Wire
Haig Partners Serves as Exclusive Advisor on the Sale of Acura Fremont – One of the Top Performing Acura Dealerships in the Western Region of the U.S.
October 15, 2025
From
Haig Partners LLC
Via
Business Wire
Haig Partners Serves as Exclusive Advisor to Galeana Auto Group on the Sale of Three Dealerships in Florida and South Carolina
September 29, 2025
From
Haig Partners LLC
Via
Business Wire
Haig Partners Serves as the Exclusive Advisor to AutoCanada’s Leader Automotive Group on the Sale of Four Dealerships Located in Illinois
September 04, 2025
From
Haig Partners LLC
Via
Business Wire
Haig Partners Welcomes John Murphy as Managing Director of Strategic Advisory
September 02, 2025
From
Haig Partners LLC
Via
Business Wire
Haig Partners Serves as the Exclusive Advisor on the Sale of Bosak Auto Group – the Largest Dealership Group to Sell So Far in 2025
July 15, 2025
From
Haig Partners LLC
Via
Business Wire
Haig Partners Serves as the Exclusive Advisor on the Sale of Tom Dinsdale Automotive to the Rydell Company
July 09, 2025
From
Haig Partners LLC
Via
Business Wire
Haig Partners Serves as Exclusive Advisor on the Sale of Patriot Buick-GMC in Killeen, TX to the Ancira Automotive Group
July 02, 2025
From
Haig Partners LLC
Via
Business Wire
Haig Partners Advises Hodges Family on Sale of Two Mazda Stores – Setting a Record for the Highest Price for a Mazda Dealership
June 25, 2025
From
Haig Partners LLC
Via
Business Wire
Auto Dealership Profits Remain High Despite Political, Economic Pressure
May 29, 2025
From
Haig Partners LLC
Via
Business Wire
Haig Partners Serves as Exclusive Advisor on the Sale of Mercedes-Benz of South Austin in Austin, TX, to Group 1 Automotive, Inc.
May 21, 2025
From
Haig Partners LLC
Via
Business Wire
Haig Partners Releases Q4 2024 Haig Report®: Auto Dealership M&A Activity Remains High Despite Political and Economic Headwinds
March 24, 2025
From
Haig Partners LLC
Via
Business Wire
Haig Partners Serves as Exclusive Advisor on the Sale of Advantage Toyota and Ball Toyota to Victory Automotive Group
December 02, 2024
From
Haig Partners LLC
Via
Business Wire
Haig Partners Releases Q3 2024 Haig Report®: Insights Reveal a Resilient Auto Retail Sector and an Evolving Buy-Sell Market
November 21, 2024
From
Haig Partners LLC
Via
Business Wire
Haig Partners Serves as Exclusive Advisor on the Sale of Bill Kidd’s Timonium Toyota and Bill Kidd’s Volvo Cars to Sheehy Auto Stores
November 20, 2024
From
Haig Partners LLC
Via
Business Wire
Haig Partners Serves as the Exclusive Sell-Side Advisor to Beyer Automotive Group of Virginia on the Sale of Its Eight Dealerships
October 17, 2024
From
Haig Partners LLC
Via
Business Wire
Haig Partners Serves as Exclusive Advisor on the Sale of Weiss Toyota of South County in St. Louis, MO to Victory Automotive Group
October 09, 2024
From
Haig Partners LLC
Via
Business Wire
Haig Partners Serves as the Exclusive Sell-Side Advisor on the Sale of Bulldog Kia
September 16, 2024
From
Haig Partners LLC
Via
Business Wire
Haig Partners Serves as the Exclusive Sell-Side Advisor to Duval Motor Company on the Sale of Its Honda, Acura and Subaru Dealerships to Lithia & Driveway
September 10, 2024
From
Haig Partners LLC
Via
Business Wire
Dealership Buy-Sell Activity and Blue Sky Values Are Declining, but Are Elevated Well Above Pre-Pandemic Levels
August 29, 2024
From
Haig Partners LLC
Via
Business Wire
Haig Partners Serves as the Exclusive Sell-Side Advisor on the Sale of La Crosse Truck Center Ford and La Crosse Truck Center Mack-Isuzu
July 17, 2024
From
Haig Partners LLC
Via
Business Wire
Haig Partners Serves as Exclusive Sell-Side Advisor on the Sale of River States Freightliner Dealerships to Penske Automotive’s Premier Truck Group
June 13, 2024
From
Haig Partners LLC
Via
Business Wire
Haig Partners Serves as the Exclusive Sell-Side Advisor on the Sale of Hollywood Kia, Setting a Record for the Highest Price for a Kia Dealership
June 05, 2024
From
Haig Partners LLC
Via
Business Wire
Auto Dealership Buy-Sell Volume Sets Record in Q1 2024, Even as Profits Drop
May 29, 2024
From
Haig Partners LLC
Via
Business Wire
Haig Partners Serves as the Exclusive Sell-Side Advisor to Greenway Automotive on the Sale of Greenway of the Shoals in Muscle Shoals, AL
May 16, 2024
From
Haig Partners LLC
Via
Business Wire
Haig Partners releases the Q4 2023 Haig Report®, which tracks trends and their impact on dealership values
March 26, 2024
From
Haig Partners LLC
Via
Business Wire
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