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home
about us
Investment Approach
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Firm ADV PDFs
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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
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
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Articles published by Innodata Inc.
Business Insider Names Agility Fierce Competitor in $5.5 Billion PR Tech Industry
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Innodata’s Rahul Singhal Accepted into Forbes Technology Council
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Innodata Announces New Advisory Board to Drive Growth
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Innodata’s Agility Platform Named Momentum Leader for Fifth Consecutive Time
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Innodata Reports First Quarter 2022 Results
May 12, 2022
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Innodata to Report First Quarter 2022 Results
May 05, 2022
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Innodata Announces Date of Annual Shareholder Meeting
March 24, 2022
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Innodata Reports Fourth Quarter and Fiscal Year 2021 Results
March 17, 2022
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Innodata to Report Fourth Quarter and Fiscal Year 2021 Results
March 03, 2022
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Nominations Open Today for the 2022 Bulldog PR Awards
February 01, 2022
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Innodata Appoints Digital Transformation Veteran Ed Funaro to Lead New Applied AI Practice
January 18, 2022
From
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Fortune 500 Customer Expands Scope of Engagement for Medical Record AI Data Annotation
January 12, 2022
From
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Topics
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Innodata to Reiterate Growth Outlook at 24th Annual Needham Growth Conference Today
January 10, 2022
From
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Topics
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G2 Names Agility - Innodata’s AI-Enabled PR Platform - Industry Momentum Leader for Third Consecutive Time
January 06, 2022
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Topics
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Innodata to Participate at 24th Annual Needham Growth Conference
January 04, 2022
From
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Innodata Reports Third Quarter 2021 Results
November 04, 2021
From
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Innodata's SaaS Data Annotation Platform Now Generally Available
November 02, 2021
From
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Innodata to Report Third Quarter 2021 Results
October 28, 2021
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AccessWire
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Innodata Providing Second Silicon Valley Tech Giant AI Data Annotation Across Multiple Business Segments
September 30, 2021
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AccessWire
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Innodata Introduces New High-Tech Podcast: Absolute AI
September 28, 2021
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Innodata Lands Five-Year Contract with Leading Multinational Bank
September 23, 2021
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Latest Agility Release Features Powerful New AI Capabilities to Drive Coverage and Efficiency
September 20, 2021
From
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Topics
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Innodata Announces New AI Data Annotation Capabilities for Patient Medical Records and Significant New Customer Acquisition
September 15, 2021
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Topics
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AI-Enabled Agility Platform Named Momentum Leader in PR Software Industry
September 14, 2021
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Innodata Announces Participation at the H.C. Wainwright 23rd Annual Global Investment Conference
September 10, 2021
From
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Via
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Innodata Reports Second Quarter 2021 Results
August 05, 2021
From
Innodata Inc.
Via
AccessWire
Topics
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Innodata to Report Second Quarter 2021 Results
July 29, 2021
From
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Via
AccessWire
Topics
Artificial Intelligence
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Innodata To Present At 16th Annual Needham Technology & Media Conference
May 17, 2021
From
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Via
AccessWire
Topics
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Agility PR Solutions Unveils First-Ever Fully Integrated Targeting and Monitoring Solution For Podcasts
May 11, 2021
From
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Via
AccessWire
Topics
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Innodata Reports First Quarter 2021 Results
May 06, 2021
From
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