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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
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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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MARKET RESEARCH
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Articles published by Motive
Motive Launches AI Dashcam Plus, Powering a New Era of Edge AI Safety for Physical Operations
January 08, 2026
From
Motive
Via
Business Wire
Motive Appoints AI Innovator and Enterprise Technology Leader, Adeyemi Ajao, to Board of Directors
December 16, 2025
From
Motive
Via
Business Wire
Motive Launches AI-Powered Repeated Lane Swerving Detection and Other New Breakthrough AI Capabilities to Help Prevent Collisions
December 09, 2025
From
Motive
Via
Business Wire
Motive Brings Vision 26 Back to Nashville’s Music City, Uniting Operations Leaders to Harness the Power of AI
November 19, 2025
From
Motive
Via
Business Wire
Motive Study Reveals Worker Safety and Rising Costs Are Top Issues Facing Physical Operations Leaders
November 12, 2025
From
Motive
Via
Business Wire
Motive Brings Seamless eSIM Activation to Luxury European Automotive Brand in Latin America
October 31, 2025
From
Motive
Via
Business Wire
Motive Launches AI Answers: The First Conversational AI for Physical Operations
October 27, 2025
From
Motive
Via
Business Wire
Global AI Leader Motive Plants Austin Roots to Grow Regional Talent and Support Texas Industries
October 09, 2025
From
Motive
Via
Business Wire
Motive Appoints Meg Whitman to Board of Directors
September 18, 2025
From
Motive
Via
Business Wire
Motive’s Entitlement Server Acknowledged as a Pacesetter in Counterpoint Research’s 2025 Rankings
September 05, 2025
From
Motive
Via
Business Wire
Fleetio and Motive Launch Advanced Integration to Improve Fuel Cost Control and Maintenance Compliance
August 27, 2025
From
Motive
Via
Business Wire
AI Leader Motive Raises $150 Million to Invest in Product, Go-To-Market Expansion
July 30, 2025
From
Motive
Via
Business Wire
Motive Debuts AI-Powered Positive Driving to Celebrate and Reinforce Safe Driving Behaviors
July 08, 2025
From
Motive
Via
Business Wire
Motive Awarded Sourcewell Cooperative Purchasing Contract Expanding Public Sector Access
June 30, 2025
From
Motive
Via
Business Wire
Special Transportation Provider ADROIT Taps Motive to Strengthen Student Safety and Support Drivers Behind the Wheel
June 26, 2025
From
Motive
Via
Business Wire
Motive Acquires InceptEV to Help Customers Accelerate Electric Vehicle (EV) Fleet Transitions
June 17, 2025
From
Motive
Via
Business Wire
Motive and Shoptology Unite to Drive the Future of Culture-Powered Commerce
May 14, 2025
From
Motive
Via
GlobeNewswire
Motive Wins Omnitracs Lawsuit
April 25, 2025
From
Motive
Via
Business Wire
Motive Introduces AI Coach: The First and Only AI Avatar to Deliver Personalized Driver Coaching Automatically
April 22, 2025
From
Motive
Via
Business Wire
Motive Launches New AI Products at Vision 25 to Power the Next Era of Physical Operations
April 22, 2025
From
Motive
Via
Business Wire
Motive and Telefónica Advance GSMA Open Gateway Initiative, Jointly Showcasing Revenue Potential Through API-Based Phone Number Verification
April 02, 2025
From
Motive
Via
Business Wire
Motive Earns #1 Spot on G2’s 2025 Best Software Awards for Best Supply Chain and Logistics Software, #4 for Best Software Products
March 24, 2025
From
Motive
Via
Business Wire
Motive Enables Rapid Deployment of RCS for Apple iPhone and Android Devices
February 27, 2025
From
Motive
Via
Business Wire
Motive Appoints Adam Block as Chief Revenue Officer; Achieves Positive Cash Flow And Expands Into New Markets
February 12, 2025
From
Motive
Via
Business Wire
Motive Introduces New Industry-Leading AI Capabilities to Improve Driver Safety in Mexico
February 11, 2025
From
Motive
Via
Business Wire
CORRECTING and REPLACING Motive Brings on Chirag Shah as CFO; Reports Record Business Growth Fueled by Enterprise Demand for AI-Powered Operations
January 25, 2025
From
Motive
Via
Business Wire
Motive Adds New Roadside Assistance As Fleet Safety Leaders Prepare for Dangerous Winter Season & Beyond
December 10, 2024
From
Motive
Via
Business Wire
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Motive Adds the Industry’s Most Comprehensive Fuel Fraud Controls to Motive Card to Stop Fraud on the Spot
December 05, 2024
From
Motive
Via
Business Wire
Motive Announces Vision 25: Bringing Physical Operations Leaders Together to Connect On The Ideas and Innovation that Make Work Safer, More Productive, and More Profitable
November 25, 2024
From
Motive
Via
Business Wire
Motive Launches Integrated Coaching, Combining Safety and Compliance in a Single View to Boost Efficiency and Driver Performance
November 13, 2024
From
Motive
Via
Business Wire
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