Menu
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 Buy Currently
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
Sample Portfolio
Sample Portfolio Analysis
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 sm Program
Services, Fees and Compensation
Account Requirements
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
Municipal Bond Presentation
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
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
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
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
Recent Quotes
View Full List
My Watchlist
Create Watchlist
Indicators
DJI
Nasdaq Composite
SPX
Gold
Crude Oil
Markets
Stocks
ETFs
Tools
Markets:
Overview
News
Currencies
International
Treasuries
Articles published by Novotech
< Previous
1
2
3
Next >
Novotech Releases In-Depth Report on Cervical Cancer: Addressing a Global Health Challenge
November 13, 2024
From
Novotech
Via
Business Wire
Novotech and Biostar Establish Strategic Partnership Following Biostar’s HKEX Listing
November 12, 2024
From
Novotech
Via
Business Wire
Novotech Recognized for Excellence in Business Expansion, Innovation, and Marketing at the 2024 Clinical Trials Arena Excellence Awards
November 11, 2024
From
Novotech
Via
Business Wire
Novotech Earns Great Place to Work® Certification in the United States
September 19, 2024
From
Novotech
Via
Business Wire
Novotech Wins Prestigious Brandon Hall Gold Award for CRA Monitoring Simulation Program under the category of Best Competencies and Skill Development
September 12, 2024
From
Novotech
Via
Business Wire
Novotech Appoints Dr. Yooni Kim as a New Executive Position of Managing Director for APAC to Strengthen Global Expansion
September 11, 2024
From
Novotech
Via
Business Wire
Novotech Honored with Frost & Sullivan’s 2024 Best Practices Company of the Year Award for Leadership in Biotech CRO Services
September 10, 2024
From
Novotech
Via
Business Wire
Novotech Releases 2024 Report on Pancreatic Cancer Clinical Trials and Drug Development
September 05, 2024
From
Novotech
Via
Business Wire
Novotech Unveils 2024 Report on Global Gastric Cancer Clinical Trials and Cutting-Edge Therapeutics
September 04, 2024
From
Novotech
Via
Business Wire
Novotech Earns Renewed Certification as an Employer of Choice for Gender Equality
August 28, 2024
From
Novotech
Via
Business Wire
Transforming the Future of Medicine with RNA-Based Therapies
August 27, 2024
From
Novotech
Via
Business Wire
In-Depth Report on Global Oesophageal Cancer Clinical Trials Now Available
July 31, 2024
From
Novotech
Via
Business Wire
New Report Highlights Global Trends and Advances in Chronic Lymphocytic Leukemia Research and Treatment
July 11, 2024
From
Novotech
Via
GlobeNewswire
Transforming Cancer Care: Novotech Releases Report on Radiopharmaceuticals Global Clinical Trials Landscape
June 26, 2024
From
Novotech
Via
GlobeNewswire
Novotech Appoints Dr. Ian Braithwaite as Vice President, Global Project Management to Lead World-Class Clinical Program Operations
June 24, 2024
From
Novotech
Via
GlobeNewswire
Novotech Liver Cancer Research Landscape Report Finds 1,700 Trials Initiated Globally
June 22, 2024
From
Novotech
Via
GlobeNewswire
Antibody-drug Conjugates Shift the Cancer Treatment Landscape: Novotech Whitepaper Examines Latest Clinical Trial Data
June 21, 2024
From
Novotech
Via
GlobeNewswire
Novotech Report Analyses Epilepsy Research Trends Finding More than 4,000 Clinical Trials Conducted Globally
June 20, 2024
From
Novotech
Via
GlobeNewswire
Novotech Publishes Report on Research into Endometrial Cancer, a Leading Cause of Gynecology Malignancy Mortality
June 20, 2024
From
Novotech
Via
GlobeNewswire
Novotech Launches Dedicated Early Phase Unit for Biotechs Leveraging the Australian and New Zealand Clinical Environment
June 03, 2024
From
Novotech
Via
GlobeNewswire
Novotech Signs Strategic MOU with Hong Kong-Shenzhen Innovation and Technology Park Limited (HSITPL)
May 29, 2024
From
Novotech
Via
GlobeNewswire
Novotech Announces MOU with Experienced Psychedelics Research Center at the 4th Annual Psychedelic Therapeutics and Drug Development Conference in Boston
May 22, 2024
From
Novotech
Via
GlobeNewswire
Novotech Appoints Commercial and Clinical Life Sciences Specialist to Head Up Global Drug Development Consulting Team
May 02, 2024
From
Novotech
Via
GlobeNewswire
Novotech Publishes Research Report on Acute Myeloid Leukaemia Clinical Trial Landscape for Clinical Stage Biotechs
April 10, 2024
From
Novotech
Via
GlobeNewswire
Novotech Publishes Analyst Report on Cystic Fibrosis Clinical Trial Landscape to Inform Biotech Research Planning
April 10, 2024
From
Novotech
Via
GlobeNewswire
Novotech Publishes Precision Oncology Landscape Whitepaper Identifying Current Trends and Opportunities in Targeted Therapies
March 12, 2024
From
Novotech
Via
GlobeNewswire
Novotech Publishes Duchenne Muscular Dystrophy Landscape Report to Support Biotech Research Planning
February 28, 2024
From
Novotech
Via
GlobeNewswire
Novotech Publishes Candidiasis and Rheumatoid Arthritis Clinical Trial Landscape Reports to Support Biotech Research Planning
February 11, 2024
From
Novotech
Via
GlobeNewswire
Novotech Executive Team at J.P. Morgan Healthcare Conference: Global CRO Designed for Biotechs Across 25 Regions
January 08, 2024
From
Novotech
Via
GlobeNewswire
New Novotech Report on Metastatic Breast Cancer Identifies 1,000 Clinical Trials Globally Since 2018
December 30, 2023
From
Novotech
Via
GlobeNewswire
< Previous
1
2
3
Next >
Stock Quote API & Stock News API supplied by
www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the
Privacy Policy
and
Terms Of Service
.
© 2025 FinancialContent. All rights reserved.