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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
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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MARKET RESEARCH
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Articles published by NeoVolta Inc.
NeoVolta $250M Loan Application Part One Approved by the U.S. Department of Energy Loan Program
November 13, 2024
From
NeoVolta Inc.
Via
GlobeNewswire
Tickers
NEOV
NeoVolta, U.S. Department of Energy, and Barrio Eléctrico Celebrate Successful Installation of NeoVolta’s NV24 Battery Storage Systems in Puerto Rico
October 29, 2024
From
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Via
GlobeNewswire
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NEOV
NeoVolta Secures $1.4 Million Deal with National Renewable Energy Partners Expanding Dealer Network in Several New States
October 02, 2024
From
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Via
GlobeNewswire
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NEOV
NeoVolta Selected as Strategic Partner with Barrio Eléctrico for Growth in Puerto Rico as part of $21M Award
September 17, 2024
From
NeoVolta Inc.
Via
GlobeNewswire
Tickers
NEOV
NeoVolta Secures $5 Million Line of Credit, Strengthens Financial Position
September 04, 2024
From
NeoVolta Inc.
Via
GlobeNewswire
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NEOV
NeoVolta Expands Market Reach with New Approvals from EnFin Solar Loans and Sungage Financial
August 06, 2024
From
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Via
GlobeNewswire
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NEOV
NeoVolta and Store Energy California Enter Joint Venture to Provide Energy Storage for Low-Income Housing in California
July 16, 2024
From
NeoVolta Inc.
Via
GlobeNewswire
Tickers
NEOV
NeoVolta Announces Vision for Rapid Growth in CEO Ardes Johnson’s letter to shareholders
June 18, 2024
From
NeoVolta Inc.
Via
GlobeNewswire
Tickers
NEOV
NeoVolta CEO Ardes Johnson Gives Expert Testimony to the US International Trade Commission Advising on Favorable Domestic Renewable Energy Policies
May 17, 2024
From
NeoVolta Inc.
Via
GlobeNewswire
Tickers
NEOV
NeoVolta Announces Ardes Johnson as New CEO
April 24, 2024
From
NeoVolta Inc.
Via
GlobeNewswire
Tickers
NEOV
NeoVolta’s NV-14 Home Battery Named Solar Power World Top Solar Storage Products for 5th Consecutive Year
April 02, 2024
From
NeoVolta Inc.
Via
GlobeNewswire
Tickers
NEOV
NeoVolta Smart Edge Infrastructure Partner EOS Linx Increased Deployments by 150% in 2023, Plans to More than Double Network in 2024
March 26, 2024
From
NeoVolta Inc.
Via
GlobeNewswire
Tickers
NEOV
NeoVolta Experiencing Continued Wave of Revenue Growth in Q2 FY 2024, Following Company’s Solar Energy Storage Sales Surge to End 2023
February 13, 2024
From
NeoVolta Inc.
Via
GlobeNewswire
Tickers
NEOV
NeoVolta's Solar Innovation Lights Up the Future: Surpasses 25 Gigawatts in Solar Production
December 05, 2023
From
NeoVolta Inc.
Via
GlobeNewswire
Tickers
NEOV
NeoVolta Reports Q4 Sales Surge As Popular NV14 Home Solar Energy Storage Battery Shows Near Six-Figure Gross Revenues Over Last Six Weeks
November 13, 2023
From
NeoVolta Inc.
Via
GlobeNewswire
Tickers
NEOV
NeoVolta Expands its Emerging Presence Across America by Adding $520,000 Purchase Order for Residential Solar Battery Storage in New Mexico
November 09, 2023
From
NeoVolta Inc.
Via
GlobeNewswire
Tickers
NEOV
NeoVolta Partners with Mosaic for Solar Battery Storage Financing Options, Fast-Tracks Technology on Anticipation of Growing Power Outage Concerns
September 12, 2023
From
NeoVolta Inc.
Via
GlobeNewswire
Tickers
NEOV
Neovolta (NEOV) Energy Storage Systems (ESS) Withstand Record-Setting Heat in Southwest United States as Homeowners Brace for Potential Heat-Related Power Disruptions
July 25, 2023
From
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Via
GlobeNewswire
Tickers
NEOV
NeoVolta, Solar Battery Manufacturer, Slated to Join Russell Microcap® Index
June 13, 2023
From
NeoVolta Inc.
Via
GlobeNewswire
Tickers
NEOV
U.S. Power Grid Reliability Is At Risk This Summer, Highlighting the Need for NeoVolta Battery Backup
June 06, 2023
From
NeoVolta Inc.
Via
GlobeNewswire
Tickers
NEOV
NeoVolta’s Backup System Saves MDX Labs’ Lifesaving Medications During Multiple Grid Outages
May 09, 2023
From
NeoVolta Inc.
Via
GlobeNewswire
Tickers
NEOV
NeoVolta Approved for Partnership by GoodLeap, the Top U.S. Financer for Solar and Sustainable Tech
May 04, 2023
From
NeoVolta Inc.
Via
GlobeNewswire
Tickers
NEOV
NeoVolta Selected to Provide American Development Partners with Energy Storage for More Than 400 Regenerative Treatment Centers
March 14, 2023
From
NeoVolta Inc.
Via
GlobeNewswire
Tickers
NEOV
NeoVolta NV14 Recognized by Solar Power World as a Top Solar Storage Product of 2022
February 28, 2023
From
NeoVolta Inc.
Via
GlobeNewswire
Tickers
NEOV
NeoVolta Poised for California’s NEM Incentives to Pair Solar with Battery Storage
January 26, 2023
From
NeoVolta Inc.
Via
GlobeNewswire
Tickers
NEOV
NeoVolta Selected by American Development Partners for Nationwide Integration
October 04, 2022
From
NeoVolta Inc.
Via
GlobeNewswire
Tickers
NEOV
NeoVolta Announces Pricing of $3.9 Million Public Offering Priced at a Premium to Market and Uplisting to Nasdaq
July 27, 2022
From
NeoVolta Inc.
Via
GlobeNewswire
Tickers
NEOV
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