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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 Huntress Labs
Huntress Rides New Wave of Recognition in Summer 2024 G2 Reports
August 27, 2024
From
Huntress Labs
Via
GlobeNewswire
Huntress Authorized by the Common Vulnerabilities and Exposure (CVE) Program as a Numbering Authority (CNA)
August 02, 2024
From
Huntress Labs
Via
GlobeNewswire
Huntress CEO Kyle Hanslovan Wins Coveted EY’s 2024 Entrepreneur Of The Year® Award for the Mid-Atlantic
June 25, 2024
From
Huntress Labs
Via
GlobeNewswire
Huntress Awarded Coveted Best Workplace of 2024 by Inc. Magazine
June 20, 2024
From
Huntress Labs
Via
GlobeNewswire
$150M Boost for Huntress Powers New Products in Escalating Fight to Secure Backbone of Global Economy
June 18, 2024
From
Huntress Labs
Via
GlobeNewswire
Huntress Expands Fully Managed Endpoint Detection and Response (EDR) Capabilities
May 23, 2024
From
Huntress Labs
Via
GlobeNewswire
Huntress Releases 2024 Cyber Threat Report, Highlights Increased Targeting of Healthcare and Other Vital Industries
May 22, 2024
From
Huntress Labs
Via
GlobeNewswire
Huntress Signs CISA’s Secure By Design Pledge
May 16, 2024
From
Huntress Labs
Via
GlobeNewswire
Huntress Wins Three Coveted Global InfoSec Awards at RSA 2024
May 07, 2024
From
Huntress Labs
Via
GlobeNewswire
Huntress and EY Announces Kyle Hanslovan of Huntress as an Entrepreneur Of The Year® 2024 Mid-Atlantic Award Finalist
April 25, 2024
From
Huntress Labs
Via
GlobeNewswire
G2 Spring 2024 Report: Huntress Claims Dominance in Endpoint and Managed Detection, Named Industry Leader
April 23, 2024
From
Huntress Labs
Via
GlobeNewswire
TeamLogic Inc. Collaborates with Huntress to Safeguard Microsoft 365 Infrastructure and for Brand Protection
April 02, 2024
From
Huntress Labs
Via
GlobeNewswire
MSPs Have Voted and Huntress Takes Home Best Security Solution Award
March 06, 2024
From
Huntress Labs
Via
GlobeNewswire
Huntress Unleashes New Admin-Friendly Features in its Security Awareness Training
March 05, 2024
From
Huntress Labs
Via
GlobeNewswire
Huntress Channel Leader Jordan Redd Recognized as a 2024 CRN Channel Chief
February 06, 2024
From
Huntress Labs
Via
GlobeNewswire
Huntress Joins The Joint Cyber Defense Collaborative
January 17, 2024
From
Huntress Labs
Via
GlobeNewswire
2023: A Remarkable Year of Achievements and Milestones for Huntress
January 03, 2024
From
Huntress Labs
Via
GlobeNewswire
CRN® Honors Becky Teal of Huntress in Channel Women on the Rise
November 27, 2023
From
Huntress Labs
Via
GlobeNewswire
Huntress Unveils Inaugural SMB Threat Report, Observes a Large Spike in Business Email Compromise
November 21, 2023
From
Huntress Labs
Via
GlobeNewswire
Huntress Named to Inc.’s Second Annual Power Partner Awards
October 25, 2023
From
Huntress Labs
Via
GlobeNewswire
Huntress Expands Managed Security Offerings to Identity Protection with New MDR for Microsoft 365
October 19, 2023
From
Huntress Labs
Via
GlobeNewswire
Myrna Soto Joins Huntress’ Board of Directors
October 03, 2023
From
Huntress Labs
Via
GlobeNewswire
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Huntress’ Kellie Luth Recognized as One of CRN’s 100 People You Don’t Know But Should for 2023
September 25, 2023
From
Huntress Labs
Via
GlobeNewswire
Huntress Announces Partnership With Darkhorse Tech to Protect the Dental Industry from Cyber Attacks
August 15, 2023
From
Huntress Labs
Via
GlobeNewswire
The Huntress Managed Security Platform Recognized As “Top Solution” By Expert Insights
August 01, 2023
From
Huntress Labs
Via
GlobeNewswire
Huntress CEO Kyle Hanslovan Recognized on CRN’s 2023 Top 100 Executives List
July 31, 2023
From
Huntress Labs
Via
GlobeNewswire
Huntress Wins 2023 Fortress Cyber Security Award
June 02, 2023
From
Huntress Labs
Via
GlobeNewswire
Huntress Secures $60 Million Series C Funding to Expand Suite of Solutions that Protect SMBs from Cyber Attacks
May 16, 2023
From
Huntress Labs
Via
GlobeNewswire
Huntress Expands Managed Detection & Response Capabilities to Include Microsoft 365 Protection
April 24, 2023
From
Huntress Labs
Via
GlobeNewswire
Huntress Helping Small and Mid-Size Businesses with Free Managed EDR Services in Wake of 3CX Supply Chain Attack
March 30, 2023
From
Huntress Labs
Via
GlobeNewswire
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