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home
about us
Investment Approach
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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
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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EVENTS
FIP
Event Schedule
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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
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Articles published by Phoenix Motor Inc.
Phoenix Motorcars Enters Electric School Bus Market with Order for 10 Zero Emission Buses from District of Columbia
September 13, 2023
From
Phoenix Motor Inc.
Via
Business Wire
Tickers
PEV
Phoenix Motor Inc. Announces Second Quarter 2023 Financial Results
August 14, 2023
From
Phoenix Motor Inc.
Via
Business Wire
Tickers
PEV
Phoenix Motorcars to Hold Second Quarter 2023 Earnings Call on August 15
August 09, 2023
From
Phoenix Motor Inc.
Via
Business Wire
Tickers
PEV
Phoenix Motorcars Receives Order for 13 Zero Emission Vehicles from Los Angeles World Airports
July 24, 2023
From
Phoenix Motor Inc.
Via
Business Wire
Tickers
PEV
Phoenix Motorcars Delivers All-Electric, Zero Emission Service Truck to San Bernardino City Unified School District
July 18, 2023
From
Phoenix Motor Inc.
Via
Business Wire
Tickers
PEV
Phoenix Motorcars Expands EV Shuttle Bus Fleet at Los Angeles International Airport with WallyPark Airport Parking
July 13, 2023
From
Phoenix Motor Inc.
Via
Business Wire
Tickers
PEV
CORRECTING and REPLACING Phoenix Motorcars Enhances Senior Management Team
July 11, 2023
From
Phoenix Motor Inc.
Via
Business Wire
Tickers
PEV
Phoenix Motor Inc. Announces First Quarter 2023 Financial Results
May 15, 2023
From
Phoenix Motor Inc.
Via
Business Wire
Tickers
PEV
Phoenix Motorcars to Participate in SPI Energy’s Investor Day on May 19
May 11, 2023
From
Phoenix Motor Inc.
Via
Business Wire
Tickers
PEV
SPI
Phoenix Motorcars to Hold First Quarter 2023 Earnings Call on May 15
May 10, 2023
From
Phoenix Motor Inc.
Via
Business Wire
Tickers
PEV
Phoenix Motorcars To Exhibit New Gen 4 Electric Drive System At Annual ACT Expo 2023
April 28, 2023
From
Phoenix Motor Inc.
Via
Business Wire
Tickers
PEV
Phoenix Motorcars Promotes Dr. Frank Lee and Adds Dr. Joseph Xiang to Senior Management Team
April 24, 2023
From
Phoenix Motor Inc.
Via
Business Wire
Tickers
PEV
Phoenix Motor Inc. Announces Unaudited Fourth Quarter and Full Year 2022 Financial Results1
March 29, 2023
From
Phoenix Motor Inc.
Via
Business Wire
Tickers
PEV
Phoenix Motorcars to Participate in the Maxim Group’s Electric Vehicle & Auto Tech Conference
March 22, 2023
From
Phoenix Motor Inc.
Via
Business Wire
Tickers
PEV
Phoenix Motorcars & Matthews Specialty Vehicles Form Partnership to Jointly Build and Deploy Class 4 Vehicles
March 06, 2023
From
Phoenix Motor Inc.
Via
Business Wire
Tickers
PEV
Phoenix Motorcars All-Electric Vehicles Eligible for up to $40,000 Tax Credit Per Vehicle Under the Inflation Reduction Act
March 03, 2023
From
Phoenix Motor Inc.
Via
Business Wire
Tickers
PEV
Phoenix Motorcars Announces Timing of Fourth Quarter 2022 Earnings Results and Conference Call
February 15, 2023
From
Phoenix Motor Inc.
Via
Business Wire
Tickers
PEV
Phoenix Motorcars Delivers All-Electric, Zero Emission Trucks to City of Salinas
February 14, 2023
From
Phoenix Motor Inc.
Via
Business Wire
Tickers
PEV
Phoenix Motorcars & CATL Form Long-Term Partnership
November 22, 2022
From
Phoenix Motor Inc.
Via
Business Wire
Tickers
PEV
Phoenix Motor Inc. Announces Third Quarter 2022 Financial and Operational Results And Provides Business Update Detailing Future Growth Plans
November 14, 2022
From
Phoenix Motor Inc.
Via
Business Wire
Tickers
PEV
Phoenix Motorcars Announces Timing of Third Quarter 2022 Earnings Results and Conference Call
November 04, 2022
From
Phoenix Motor Inc.
Via
Business Wire
Tickers
PEV
Phoenix Motorcars Further Strengthens Its Senior Management Team by Adding Dr. Frank Lee and Dr. Bo Yang
October 28, 2022
From
Phoenix Motor Inc.
Via
Business Wire
Tickers
PEV
Phoenix Motorcars and Pegasus Specialty Vehicles Enter Partnership to Develop Type A Electric School Buses
October 27, 2022
From
Phoenix Motor Inc.
Via
Business Wire
Tickers
PEV
Phoenix Motorcars Engages IAT Automobile Technology to Advance Gen 4 Development
October 10, 2022
From
Phoenix Motor Inc.
Via
Business Wire
Tickers
PEV
Phoenix Motorcars to Participate in the H.C. Wainwright 24th Annual Global Investment Conference
September 07, 2022
From
Phoenix Motor Inc.
Via
Business Wire
Tickers
PEV
Phoenix Motor Inc. Announces Second Quarter 2022 Financial and Operational Results
August 15, 2022
From
Phoenix Motor Inc.
Via
Business Wire
Tickers
PEV
Phoenix Motor Inc. Announces Timing of Second Quarter 2022 Financial Results and Conference Call
August 09, 2022
From
Phoenix Motor Inc.
Via
Business Wire
Tickers
PEV
Phoenix Motorcars Adds Industry Veterans Lewis Liu and Mark Hastings to Senior Management Team
August 03, 2022
From
Phoenix Motor Inc.
Via
Business Wire
Tickers
PEV
Phoenix Motor Inc. Announces Closing of $15,750,000 Initial Public Offering
June 10, 2022
From
Phoenix Motor Inc.
Via
Business Wire
Tickers
PEV
Phoenix Motor Inc. Announces Pricing of $15,750,000 Initial Public Offering
June 07, 2022
From
Phoenix Motor Inc.
Via
Business Wire
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