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home
about us
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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Event Schedule
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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 Invivyd
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Invivyd to Host Conference Call Discussing Second Quarter 2024 Financial Results and Business Highlights
August 12, 2024
From
Invivyd
Via
GlobeNewswire
Tickers
IVVD
Invivyd Announces its Addition to the Russell 2000® and Russell 3000® Indexes
July 01, 2024
From
Invivyd
Via
GlobeNewswire
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IVVD
Invivyd Announces Antiviral Activity of VYD222 (pemivibart) Against SARS-CoV-2 KP.1.1 FLiRT & KP.3 Variants
June 14, 2024
From
Invivyd
Via
GlobeNewswire
Tickers
IVVD
Invivyd to Participate at the Jefferies Global Healthcare Conference
June 03, 2024
From
Invivyd
Via
GlobeNewswire
Tickers
IVVD
Invivyd Announces General Alignment with U.S. FDA on a Repeatable, Expedient Emergency Use Authorization Pathway for the Prevention and Treatment of Symptomatic COVID-19, Based on Compact Clinical Programs to Establish Safety and Immunobridging for Serial
May 31, 2024
From
Invivyd
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GlobeNewswire
Tickers
IVVD
Invivyd Announces the Appointment of Timothy Lee as Chief Commercial Officer
May 31, 2024
From
Invivyd
Via
GlobeNewswire
Tickers
IVVD
Invivyd to Present Data at 2024 American Society of Clinical Oncology (ASCO) Annual Meeting and 2024 American Transplant Congress (ATC)
May 29, 2024
From
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Via
GlobeNewswire
Tickers
IVVD
Invivyd Elects Two New Independent Members to its Board of Directors
May 22, 2024
From
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Via
GlobeNewswire
Tickers
IVVD
Invivyd to Participate at the H.C. Wainwright 2nd Annual BioConnect Investor Conference
May 13, 2024
From
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Via
GlobeNewswire
Tickers
IVVD
Invivyd Reports First Quarter 2024 Financial Results and Recent Business Highlights
May 09, 2024
From
Invivyd
Via
GlobeNewswire
Tickers
IVVD
Invivyd to Pursue Rapid Immunobridging Pathway to Potential EUA for Treatment of COVID-19 in Moderately to Severely Immunocompromised People, Based on U.S. FDA Feedback
May 07, 2024
From
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GlobeNewswire
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IVVD
Invivyd to Host Conference Call Discussing First Quarter 2024 Financial Results and Business Highlights
May 02, 2024
From
Invivyd
Via
GlobeNewswire
Tickers
IVVD
Invivyd Announces $20 Million to $25 Million Improvement in Projected 2024 Year-End Cash Position
April 30, 2024
From
Invivyd
Via
GlobeNewswire
Tickers
IVVD
Invivyd Receives Healthcare Common Procedure Coding System (HCPCS) Reimbursement Codes from the U.S. Centers for Medicare & Medicaid Services (CMS) Covering PEMGARDA™
April 15, 2024
From
Invivyd
Via
GlobeNewswire
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IVVD
Invivyd Announces CEO Transition
April 12, 2024
From
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Via
GlobeNewswire
Tickers
IVVD
Invivyd Provides PEMGARDA™ Launch Update and Announces 2024 Net Product Revenue Guidance in the Range of $150 Million to $200 Million
April 04, 2024
From
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Via
GlobeNewswire
Tickers
IVVD
Invivyd Reports Full Year 2023 Financial Results and Recent Business Highlights
March 28, 2024
From
Invivyd
Via
GlobeNewswire
Tickers
IVVD
Invivyd Announces Interim Exploratory Data on VYD222 from Ongoing CANOPY Clinical Trial
March 22, 2024
From
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Via
GlobeNewswire
Tickers
IVVD
Invivyd Announces FDA Authorization for Emergency Use of PEMGARDA™ (Formerly VYD222) for Pre-exposure Prophylaxis (PrEP) of COVID-19
March 22, 2024
From
Invivyd
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GlobeNewswire
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IVVD
Invivyd to Participate at the Guggenheim Healthcare Talks 6th Annual Biotechnology Conference
February 05, 2024
From
Invivyd
Via
GlobeNewswire
Tickers
IVVD
Invivyd Submits Request for Emergency Use Authorization (EUA) to U.S. FDA for VYD222 for the Pre-exposure Prevention of COVID-19 in Immunocompromised Adults and Adolescents
January 03, 2024
From
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Via
GlobeNewswire
Tickers
IVVD
Invivyd Announces Positive Initial Results from Ongoing CANOPY Phase 3 Pivotal Clinical Trial Investigating VYD222 for the Prevention of COVID-19
December 18, 2023
From
Invivyd
Via
GlobeNewswire
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IVVD
Invivyd Reports Third Quarter 2023 Financial Results and Recent Business Highlights
November 09, 2023
From
Invivyd
Via
GlobeNewswire
Tickers
IVVD
Invivyd to Host Conference Call Discussing Third Quarter 2023 Financial Results and Business Highlights
November 02, 2023
From
Invivyd
Via
GlobeNewswire
Tickers
IVVD
Invivyd to Participate in Upcoming Investor Conferences
October 31, 2023
From
Invivyd
Via
GlobeNewswire
Tickers
IVVD
Invivyd Announces Dosing of First Participant in CANOPY Phase 3 Pivotal Clinical Trial Investigating VYD222 for the Prevention of Symptomatic COVID-19
September 11, 2023
From
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Via
GlobeNewswire
Tickers
IVVD
Invivyd to Participate in Upcoming Investor Conferences
September 06, 2023
From
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Via
GlobeNewswire
Tickers
IVVD
Invivyd Appoints William Duke as Chief Financial Officer
September 05, 2023
From
Invivyd
Via
GlobeNewswire
Tickers
IVVD
Invivyd Reports Second Quarter 2023 Financial Results and Business Highlights
August 10, 2023
From
Invivyd
Via
GlobeNewswire
Tickers
IVVD
Invivyd to Host Conference Call Discussing Second Quarter 2023 Financial Results and Business Highlights
August 03, 2023
From
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