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 OfficeSpace Software
OfficeSpace Launches Studio, Advancing Its AI Operating System for the Built World
September 17, 2026
From
OfficeSpace Software
Via
GlobeNewswire
Silverstein Properties Becomes One of the First Commercial Landlords to Offer Workplace Analytics Powered by OfficeSpace Software as a Building Amenity
July 14, 2026
From
OfficeSpace Software
Via
GlobeNewswire
OfficeSpace Reports an Estimated 600%+ Growth in Demand for its AI Capabilities Since January as Enterprises Turn to Agentic Systems to Manage the Built World
June 25, 2026
From
OfficeSpace Software
Via
GlobeNewswire
OfficeSpace CEO Erin Mulligan Helgren Named AI Leader of the Year for AI Innovation in the Built World Workplace
April 23, 2026
From
OfficeSpace Software
Via
GlobeNewswire
OfficeSpace Software Named to Inc. Regionals Southeast List of Fastest-Growing Companies
March 31, 2026
From
OfficeSpace Software
Via
GlobeNewswire
OfficeSpace Expands Presence in New York City with New Office at 7 World Trade Center
March 17, 2026
From
OfficeSpace Software
Via
GlobeNewswire
OfficeSpace Software Advances AI Canvas - Delivering a Team of AI Workplace Agents
March 03, 2026
From
OfficeSpace Software
Via
GlobeNewswire
OfficeSpace Software Welcomes Daniel Hayward as Chief Client Officer to Lead Its Next Era of Client Partnership
February 18, 2026
From
OfficeSpace Software
Via
GlobeNewswire
OfficeSpace Software Releases Built World Market Report, Spotlighting Early Signals Shaping the Future of Work
February 10, 2026
From
OfficeSpace Software
Via
GlobeNewswire
OfficeSpace Software Defines New Workplace Software Category with Its AI Operating System for the Built World
January 21, 2026
From
OfficeSpace Software
Via
GlobeNewswire
OfficeSpace Unveils AI Canvas for AI Space Planning and More Agentic Capabilities Transforming the Human Experience of Work; Waitlist Now Open
December 03, 2025
From
OfficeSpace Software
Via
Business Wire
OfficeSpace Software Appoints Karen Bucks as Chief Marketing Officer and Promotes Yoni Rouache as Chief Revenue Officer, to Accelerate Next Phase of Growth
October 14, 2025
From
OfficeSpace Software
Via
Business Wire
OfficeSpace Acquires Dojo AI, Becomes First AI Operating System for the Built Environment
October 08, 2025
From
OfficeSpace Software
Via
Business Wire
OfficeSpace Launches Enterprise Asset Management in Its Workplace Management Platform for the Built Environment
June 24, 2025
From
OfficeSpace Software
Via
Business Wire
OfficeSpace Earns Spot on G2’s 2025 Best Software Awards for Best Office Products
February 19, 2025
From
OfficeSpace Software
Via
Business Wire
OfficeSpace Adds AI to its Top-Rated Workplace Management Platform
April 15, 2024
From
OfficeSpace Software
Via
Business Wire
Corporate Real Estate Executive Linda Foggie Appointed to OfficeSpace Software’s Board of Directors
February 28, 2024
From
OfficeSpace Software
Via
Business Wire
Data and AI Expert Andres Avalos Named Chief Product Officer of OfficeSpace Software to Transform the Workplace Management Category
February 13, 2024
From
OfficeSpace Software
Via
Business Wire
OfficeSpace Releases Workplace Intelligence Technology to Benchmark Office Utilization & Drive Return-to-Office (RTO) Strategy
November 08, 2023
From
OfficeSpace Software
Via
Business Wire
OfficeSpace Software acquires visitor management platform Greetly to provide new insights about hybrid office use.
May 30, 2023
From
OfficeSpace Software
Via
Business Wire
OfficeSpace Software Appoints Erin Mulligan Nelson as Chief Executive Officer
May 17, 2023
From
OfficeSpace Software
Via
Business Wire
OfficeSpace Software Appoints Chief People Officer to Lead People Operations and Drive Culture
July 26, 2022
From
OfficeSpace Software
Via
Business Wire
OfficeSpace Software Appoints CRO to Drive Business Growth
May 24, 2022
From
OfficeSpace Software
Via
Business Wire
OfficeSpace Room Booking Offers Effortless Options and Accessibility as Businesses Embrace a Hybrid Workplace
May 19, 2022
From
OfficeSpace Software
Via
Business Wire
OfficeSpace Software Named an Atlanta Pacesetter
May 04, 2022
From
OfficeSpace Software
Via
Business Wire
OfficeSpace Software Receives $150 Million Strategic Investment From Vista Equity Partners to Power the Future of Hybrid Work
January 21, 2022
From
OfficeSpace Software
Via
Business Wire
Many Employed Americans Begrudgingly Return to the Office Full Time, Majority Expect Vaccinations to be Mandatory
October 19, 2021
From
OfficeSpace Software
Via
Business Wire
Welcome to the Neighborhood! OfficeSpace Software Reimagines the Future of Hybrid Work
June 29, 2021
From
OfficeSpace Software
Via
Business Wire
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.