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 Ordergroove
LimeLife Migrates to Ordergroove to Power Scalable, Modern Subscriber Experiences for Global Direct Selling Business
December 03, 2025
From
Ordergroove
Via
GlobeNewswire
ONNIT Migrates to Ordergroove and Shopify to Accelerate Growth and Elevate the Wellness Subscriber Journey
November 11, 2025
From
Ordergroove
Via
GlobeNewswire
BARK Migrates to Ordergroove and Shopify to Unleash New Subscriber Experiences
August 21, 2025
From
Ordergroove
Via
Business Wire
Tickers
BARK
Ordergroove Launches Frontier: AI-Powered Relationship Commerce to Put Profitable Growth on Autopilot
April 15, 2025
From
Ordergroove
Via
Business Wire
Ordergroove Combines the Power of Flexible Promotions with A/B Testing to Help Brands Drive Up to 54% More Recurring Revenue
April 11, 2025
From
Ordergroove
Via
Business Wire
YuMOVE Elevates Customer Experience for Hundreds of Thousands of UK Subscribers with Migration from Recharge to Ordergroove
April 10, 2025
From
Ordergroove
Via
Business Wire
Ordergroove Powers ByHeart’s Subscription Expansion, Driving 24% Growth in Customer Lifetime Value in Three Months
March 04, 2025
From
Ordergroove
Via
Business Wire
PetMeds Migrates to Ordergroove as its New Subscription and Membership Technology Partner
November 14, 2024
From
Ordergroove
Via
Business Wire
Pet Valu Leverages Ordergroove Subscription Integration on commercetools to Unlock Greater Flexibility and Innovation
September 25, 2024
From
Ordergroove
Via
Business Wire
Ordergroove Launches Rotating Clubs: Transforming Product Discovery with Industry-Leading Insights that Boost Retention and Drive Upsells
June 26, 2024
From
Ordergroove
Via
Business Wire
E-Commerce Subscription Platform, Ordergroove, Announces Strategic Expansion to the UK, Driving Recurring Revenue for British Retailers, Including Hotel Chocolat, Halfords and Lily’s Kitchen
May 16, 2024
From
Ordergroove
Via
Business Wire
Ordergroove Sees New Business Growth of 152%, Powering Recurring Revenue for Ecommerce and Retail Giants
April 02, 2024
From
Ordergroove
Via
Business Wire
Ordergroove Unveils Bundles Suite, Providing Brands with Limitless Ways to Delight Subscribers and Grow Recurring Revenue
February 21, 2024
From
Ordergroove
Via
Business Wire
Ordergroove and commercetools Partner to Power Recurring Revenue for Enterprise Brands and Retailers
February 14, 2024
From
Ordergroove
Via
Business Wire
Ordergroove Launches Premier Partner Program, Providing Merchants With a Trusted Source for Subscription-First Agencies
October 24, 2023
From
Ordergroove
Via
Business Wire
Dollar Shave Club Migrates Homegrown Ecommerce Tech Stack to Industry-Leading Partners, Improving Scale and Decreasing Costs
October 17, 2023
From
Ordergroove
Via
Business Wire
GNC and Ordergroove Sign Partnership Renewal to Advance Consumer Health and Well-Being via Omnichannel Subscriptions and Memberships
September 05, 2023
From
Ordergroove
Via
Business Wire
La Colombe Coffee Roasters Upgrades Prepaid Subscriptions with Ordergroove, Grows Subscriptions by 41% After Migration
July 25, 2023
From
Ordergroove
Via
Business Wire
Apparel Giant, Shinesty, Selects Ordergroove to Power Six-Figure Subscriber Base
April 06, 2023
From
Ordergroove
Via
Business Wire
Furtuna Skin Doubles Its Subscriber Base and Subscription Revenue with Ordergroove
March 15, 2023
From
Ordergroove
Via
Business Wire
Ordergroove Boosts Wrist Mafia's Subscriber Base by Over 60% and Subscriber Lifetime Value by 100%
February 07, 2023
From
Ordergroove
Via
Business Wire
Dollar Shave Club Selects Ordergroove to Power Next Wave of Subscription-First Growth
December 07, 2022
From
Ordergroove
Via
Business Wire
Ordergroove Raises Over $100 Million to Fuel Its Rapid Growth, Helping Brands and Retailers Increase Customer Lifetime Value and Generate Recurring Revenue
November 10, 2022
From
Ordergroove
Via
Business Wire
Ordergroove Announces New Visual Brand Identity Focused on Placing Relationships at the Center of Commerce
July 20, 2022
From
Ordergroove
Via
Business Wire
Firebelly Tea Launches Subscription Experience With Ordergroove To Foster Daily Rituals
June 15, 2022
From
Ordergroove
Via
Business Wire
Auto Detailing Lifestyle Brand Chemical Guys Rewards Customers With Subscriptions Powered by Ordergroove
January 20, 2022
From
Ordergroove
Via
Business Wire
Ordergroove Appoints CFO and VP of Client Services as Subscription Growth Accelerates 70% Year-over-Year
December 15, 2021
From
Ordergroove
Via
Business Wire
Clean Fragrance Brand Phlur Migrates Subscription Platform to Ordergroove, Sees Significant Increase in Subscription Adoption
June 29, 2021
From
Ordergroove
Via
Business Wire
Hawaii Volcanic Water Leads Category with Launch of Subscription Program Powered by Ordergroove
June 03, 2021
From
Ordergroove
Via
Business Wire
Ordergroove Appoints Conor O’Mahony to Board of Directors as Shopify Sales Grow 293% Year Over Year
May 11, 2021
From
Ordergroove
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.