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home
about us
Investment Approach
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Team Biographies
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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
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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
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Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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Back Dated Performance Reports
Quarterly Performance Reports
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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
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Back Dated Performance Reports
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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 Mimecast Limited
Mimecast Study: 42% of Organizations Report Rise in Malicious Insider Threats Over Past Year
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Mimecast’s 2025 Global Threat Intelligence Report Uncovers Rising Human-Centric Cybersecurity Risks, Highlighting 500% Surge in ClickFix Schemes Accounting for Nearly 8% of Attacks
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Mimecast Appoints Graham Douglas to Chief Customer & Revenue Officer
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Mimecast Appoints Leslie Nielsen as Chief Information Security Officer
August 27, 2025
From
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Mimecast to Showcase New Adaptive Security and Strategic Integrations at Black Hat USA 2025
August 05, 2025
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Mimecast Appoints Cybersecurity Leader Patrice Perche to Board of Directors to Bolster Enterprise Growth and Global Expansion
July 15, 2025
From
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Mimecast Announces Solution to Enhance Data Governance and Compliance Across Collaboration Tools Including Google Workspace
June 30, 2025
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Mimecast Partners with Zscaler to Mitigate Multi-Vector Cyber Threats
June 02, 2025
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Mimecast Appoints Ranjan Singh as Chief Product & Technology Officer
April 30, 2025
From
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GlobeNewswire
Mimecast Announces Human Risk Command Center to Provide Unprecedented Visibility and Risk Mitigation for Organizations
April 24, 2025
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New Mimecast Research Reveals 55% of global organizations are not fully prepared with strategies to combat AI-driven threats
March 11, 2025
From
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Mimecast Welcomes Adenike Cosgrove as Chief Marketing Officer
February 19, 2025
From
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Mimecast is the First Cybersecurity Company to Achieve AI Management System Standard ISO 42001
January 15, 2025
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Mimecast Named a Leader in the 2025 Gartner® Magic Quadrant™ for Digital Communications Governance Archive
January 13, 2025
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GlobeNewswire
Mimecast Named a Leader in the 2024 Gartner® Magic Quadrant™ for Email Security Platforms
December 19, 2024
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GlobeNewswire
Mimecast Named a Winner of 2024 Rising Star Technology Partner of the Year for EMEA at the AWS Partner Awards
December 04, 2024
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GlobeNewswire
Mimecast launches Partner ONE™ MSP Program to unify and strengthen partner experience
November 12, 2024
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Mimecast Fortifies Email and Insider Risk Defenses with AI-Powered Enhancements
October 31, 2024
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Mimecast fuels leading Human Risk Management strategy in first half of fiscal year
October 28, 2024
From
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GlobeNewswire
Mimecast Appoints Technology Executive Amol Kulkarni to its Board of Directors
October 15, 2024
From
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GlobeNewswire
Mimecast Earns a “Strong Performer” Recognition in Inaugural Human Risk Management Solutions Report
September 19, 2024
From
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GlobeNewswire
New Independent Study Reveals Mimecast Advanced Email Security Drove 255% ROI for Customers
August 22, 2024
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Malicious Links, AI-Enabled Tools and Attacks on SMBs Among Top Cybersecurity Threats in H1 Mimecast Global Threat Intelligence Report
August 20, 2024
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GlobeNewswire
Mimecast Announces Acquisition of Aware, Doubles Down on AI-Powered Human Risk Management Capabilities
August 14, 2024
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GlobeNewswire
Mimecast Announces Acquisition of Code42, Expands Human Risk Management Platform with Visibility into Insider Threats
July 24, 2024
From
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GlobeNewswire
Mimecast Unveils Breakthrough Human Risk Management Platform
July 17, 2024
From
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Via
GlobeNewswire
Mimecast Closes Strongest Expansion Year on Record
May 07, 2024
From
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GlobeNewswire
New Mimecast report finds cybercriminals capitalize on businesses’ biggest flaw: Human risk
March 13, 2024
From
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GlobeNewswire
Mimecast Announces New CEO
January 16, 2024
From
Mimecast Limited
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GlobeNewswire
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