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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
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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
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Articles published by PACS Group, Inc.
PACS Group to Acquire Operations of 34 Facilities Across Texas, Montana, New Mexico, North Dakota, South Dakota, and Utah
June 29, 2026
From
PACS Group, Inc.
Via
Business Wire
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PACS
PACS Group, Inc. Reports First Quarter 2026 Results
May 11, 2026
From
PACS Group, Inc.
Via
Business Wire
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PACS
PACS Group Intends to Release First Quarter 2026 Earnings on Monday, May 11, 2026, and Host a Call to Discuss Financial Results on Tuesday, May 12, 2026
May 05, 2026
From
PACS Group, Inc.
Via
Business Wire
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PACS
PACS Group Announces Acquisition in Alaska; New Construction of a Skilled Nursing Community
May 01, 2026
From
PACS Group, Inc.
Via
Business Wire
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PACS
PACS Group, Inc. Announces the Appointment of Carey P. Hendrickson as Chief Financial Officer
April 27, 2026
From
PACS Group, Inc.
Via
Business Wire
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PACS
PACS Group, Inc. Announces Retirement of Co-Founder and CFO Mark Hancock
April 27, 2026
From
PACS Group, Inc.
Via
Business Wire
Tickers
PACS
PACS Group, Inc. to Present at the Oppenheimer 36th Annual Healthcare MedTech & Services Conference on March 17, 2026
March 16, 2026
From
PACS Group, Inc.
Via
Business Wire
Tickers
PACS
PACS Group, Inc. Appoints Dr. Patrick Conway, MD, MSc to Board of Directors
March 05, 2026
From
PACS Group, Inc.
Via
Business Wire
Tickers
PACS
PACS Group, Inc. Reports Fiscal Year and Fourth Quarter 2025 Results
February 26, 2026
From
PACS Group, Inc.
Via
Business Wire
Tickers
PACS
PACS Group Intends to Release Fiscal Year and Fourth Quarter 2025 Earnings on February 26, 2026
February 25, 2026
From
PACS Group, Inc.
Via
Business Wire
Tickers
PACS
PACS Group Announces the Acquisition of Three Post-Acute Operations and the Real Estate of Four Facilities
January 20, 2026
From
PACS Group, Inc.
Via
Business Wire
Tickers
PACS
PACS Group, Inc. to Present at Annual J.P. Morgan Healthcare Conference on Tuesday, Jan. 13, 2026, at 5:15 p.m., Pacific Time
January 12, 2026
From
PACS Group, Inc.
Via
Business Wire
Tickers
PACS
PACS Group Expands Management Team, Adding New Chief Compliance Officer and Chief Human Resource Officer to Executive Leadership Team
December 08, 2025
From
PACS Group, Inc.
Via
Business Wire
Tickers
PACS
PACS Group Announces Business Updates
December 01, 2025
From
PACS Group, Inc.
Via
Business Wire
Tickers
PACS
PACS Group, Inc. Reports Third Quarter 2025 Results
November 19, 2025
From
PACS Group, Inc.
Via
Business Wire
Tickers
PACS
PACS Group Intends to Release Third Quarter 2025 Earnings and Submit SEC Filings on November 19, 2025
November 17, 2025
From
PACS Group, Inc.
Via
Business Wire
Tickers
PACS
PACS Group Announces NYSE Listing Extension and Provides Select Preliminary Interim Operating Metrics
September 11, 2025
From
PACS Group, Inc.
Via
Business Wire
Tickers
PACS
PACS Group to Restate Certain Previously Issued Financial Statements
June 16, 2025
From
PACS Group, Inc.
Via
Business Wire
Tickers
PACS
PACS Group Completes Acquisition of Skilled Nursing Facilities in Tennessee
December 05, 2024
From
PACS Group, Inc.
Via
Business Wire
Tickers
PACS
PACS Group Announces Receipt of Notice of Late Filing from NYSE
November 26, 2024
From
PACS Group, Inc.
Via
Business Wire
Tickers
PACS
U.S. News & World Report Honors 36 PACS Communities
November 19, 2024
From
PACS Group, Inc.
Via
Business Wire
Tickers
PACS
Seventeen PACS Post Acute Locations Honored by Newsweek Magazine
November 18, 2024
From
PACS Group, Inc.
Via
Business Wire
Tickers
PACS
PACS Group Provides Preliminary Third Quarter Operational Metrics
November 06, 2024
From
PACS Group, Inc.
Via
Business Wire
Tickers
PACS
PACS Group Closes Acquisition of Operations at 8 Facilities in Pennsylvania, Including Real Estate on 4
November 01, 2024
From
PACS Group, Inc.
Via
Business Wire
Tickers
PACS
PACS Group to Announce Third Quarter 2024 Financial Results
October 31, 2024
From
PACS Group, Inc.
Via
Business Wire
Tickers
PACS
PACS Group Announces Pending Acquisition of Operations at 12 Skilled Nursing Facilities in Tennessee
October 29, 2024
From
PACS Group, Inc.
Via
Business Wire
PACS Group Extends Footprint, Services to Pacific Northwest and Other States
September 11, 2024
From
PACS Group, Inc.
Via
Business Wire
Tickers
PACS
PACS Group, Inc. Announces Closing of Its Upsized Public Offering and Full Exercise of the Underwriters’ Option to Purchase Additional Shares from the Selling Stockholders
September 09, 2024
From
PACS Group, Inc.
Via
Business Wire
Tickers
PACS
PACS Group, Inc. Announces Pricing of Its Upsized Public Offering
September 06, 2024
From
PACS Group, Inc.
Via
Business Wire
Tickers
PACS
PACS Group, Inc. Announces Proposed Offering of Its Common Stock
September 03, 2024
From
PACS Group, Inc.
Via
Business Wire
Tickers
PACS
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