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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
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
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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 Inari Medical, Inc.
Inari Medical to Present at the J.P. Morgan Healthcare Conference
January 03, 2025
From
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Inari Medical Announces Reimbursement Approval for ClotTriever® Thrombectomy System in Japan and New Distribution Partnership with Medikit Co., Ltd.
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Inari Medical Announces Joint Venture in Greater China
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Inari Medical to Participate in the Jefferies London Healthcare Conference
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PEERLESS Results Show Superiority of FlowTriever® Compared to Catheter-Directed Thrombolytics for Intermediate-Risk Pulmonary Embolism
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Inari Medical Reports Third Quarter 2024 Financial Results
October 28, 2024
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Inari Medical Announces Partnership with AVF and NBCA on DEFIANCE Trial
October 15, 2024
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Inari Medical to Host Analyst and Investor Meeting Following PEERLESS RCT Presentation
October 07, 2024
From
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Via
GlobeNewswire
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NARI
Inari Medical to Announce Third Quarter 2024 Financial Results
October 07, 2024
From
Inari Medical, Inc.
Via
GlobeNewswire
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NARI
Inari Medical Announces PEERLESS Data to be Presented During the Late-Breaking Clinical Trial Sessions at TCT 2024
August 29, 2024
From
Inari Medical, Inc.
Via
GlobeNewswire
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NARI
Inari Medical to Present at Upcoming Investor Conferences
August 21, 2024
From
Inari Medical, Inc.
Via
GlobeNewswire
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Inari Medical Announces Chief Financial Officer Retirement and Succession Plan
July 30, 2024
From
Inari Medical, Inc.
Via
GlobeNewswire
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Inari Medical Reports Second Quarter 2024 Financial Results
July 30, 2024
From
Inari Medical, Inc.
Via
GlobeNewswire
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NARI
Inari Medical to Announce Second Quarter 2024 Financial Results
July 16, 2024
From
Inari Medical, Inc.
Via
GlobeNewswire
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Inari Medical Files Patent Infringement Lawsuit Against Imperative Care and Truvic Medical
May 23, 2024
From
Inari Medical, Inc.
Via
GlobeNewswire
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NARI
Inari Medical to Participate in the 2024 Bank of America Securities Healthcare Conference
May 06, 2024
From
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Via
GlobeNewswire
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Inari Medical Reports First Quarter 2024 Financial Results
April 30, 2024
From
Inari Medical, Inc.
Via
GlobeNewswire
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NARI
Inari Medical to Announce First Quarter 2024 Financial Results
April 17, 2024
From
Inari Medical, Inc.
Via
GlobeNewswire
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NARI
Inari Medical Announces the Release of 2023 Ethos and Sustainability Report
April 11, 2024
From
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Via
GlobeNewswire
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Inari Medical Strengthens Senior Leadership Team with Addition of Two Executives
April 02, 2024
From
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Via
GlobeNewswire
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Inari Medical Announces Interim Two-Year Results from the ClotTriever CLOUT Registry
March 12, 2024
From
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Via
GlobeNewswire
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Inari Medical Reports Fourth Quarter 2023 Financial Results
February 28, 2024
From
Inari Medical, Inc.
Via
GlobeNewswire
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NARI
Inari Medical to Announce Fourth Quarter and Full Year 2023 Financial Results
February 14, 2024
From
Inari Medical, Inc.
Via
GlobeNewswire
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NARI
Inari Medical Announces Preliminary 2023 Revenue and 2024 Guidance
January 09, 2024
From
Inari Medical, Inc.
Via
GlobeNewswire
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NARI
Inari Medical to Present at the 42nd Annual J.P. Morgan Healthcare Conference
December 20, 2023
From
Inari Medical, Inc.
Via
GlobeNewswire
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NARI
Inari Medical Announces First Patient Enrollment in PEERLESS II Randomized Controlled Trial (RCT)
November 27, 2023
From
Inari Medical, Inc.
Via
GlobeNewswire
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Inari Medical Closes Acquisition of LimFlow
November 15, 2023
From
Inari Medical, Inc.
Via
GlobeNewswire
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NARI
Inari Medical to Present at Upcoming Investor Conferences
November 02, 2023
From
Inari Medical, Inc.
Via
GlobeNewswire
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NARI
Inari Medical Reports Third Quarter 2023 Financial Results
November 01, 2023
From
Inari Medical, Inc.
Via
GlobeNewswire
Tickers
NARI
Inari Medical Expands Its Patient-Focused Mission with Agreement to Acquire LimFlow
November 01, 2023
From
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Via
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NARI
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