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What We Buy Currently
What We Normally Don’t Buy
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Advantages of Our Bid Wanted System
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Preferred Custodian Settlement
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Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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Investing During Uncertain Times
Read FULL Seminar Here
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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
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Articles published by Pinnacle Financial Partners
Pinnacle is the No. 1 Bank in the Nashville MSA by Deposits for the Seventh Consecutive Year, Holds No. 2 in Tennessee, Grows Deposits in 21 of 27 MSAs
September 24, 2024
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Pinnacle Is the Nation’s No. 3 Best Financial Services Firm to Work For
September 11, 2024
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Pinnacle Is One of the Country’s Top 10 Workplaces for Millennials
July 22, 2024
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PNFP Names Charissa Sumerlin Chief Credit Officer
July 17, 2024
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Pinnacle Financial Partners Ranks No. 11 Among 100 Best Companies to Work For by Great Place to Work® and FORTUNE Magazine
April 04, 2024
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Pinnacle Earns 30 Greenwich Excellence and Greenwich Best Brand Awards
February 22, 2024
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Pinnacle Is One of the Top 5 Best Banks to Work for in the Nation
November 20, 2023
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Pinnacle Remains the No. 1 and Fastest Growing Bank in Nashville by Deposits, Rises to No. 2 in Tennessee, Grows Firmwide Total by 15.90%
September 27, 2023
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Great Place to Work® and FORTUNE Name Pinnacle One of the Best Workplaces in Financial Services and Insurance
September 11, 2023
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Pinnacle Is Among America’s Top 15 Companies That Care
August 28, 2023
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Pinnacle Financial Partners' Annual Report Speaks to Stability and "Sustainable Advantage" in Challenging Times
March 14, 2023
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Pinnacle Financial Partners Again Ranked Among America’s Best Banks
February 23, 2023
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Pinnacle Is the No. 6 Best Bank to Work for in the Nation
November 15, 2022
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Pinnacle Is One of the Nation’s Best Workplaces for Women
September 28, 2022
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Pinnacle Is the No. 1 and Fastest Growing Bank in Nashville by Deposit Share With $16.7 Billion in Local Deposits, No. 3 in Tennessee With $23.4 Billion
September 26, 2022
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Pinnacle is a Top 10 Best Workplace in the Country for Financial Services and Insurance
September 07, 2022
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Pinnacle Named One of America’s Top Companies That Care in People Magazine
August 31, 2022
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Pinnacle Is One of the Country’s Top 10 Workplaces for Millennials
July 18, 2022
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Pinnacle Ranked by Forbes and S&P Global as One of America’s Best and Top Performing Banks
April 14, 2022
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Pinnacle CEO and Chairman: Banks Need to Invest in Work and Service Relationships
March 15, 2022
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Pinnacle Is a Top 10 Best Place to Work in Virginia
January 31, 2022
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Pinnacle Financial Partners Recruits 6 Veteran Financial Professionals for Expansion to Washington, D.C. and National Capital Region
November 29, 2021
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Pinnacle Is One of America’s Top 10 Banks to Work For
November 09, 2021
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Pinnacle Is the No. 6 Best Workplace for Women in the Nation, Continues Extensive Workplace Award Streak
September 16, 2021
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Pinnacle Financial Partners Recruits 4 Veteran Financial Professionals in Birmingham
June 28, 2021
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Kroll Bond Rating Agency Upgrades Pinnacle Credit Ratings to A- and BBB+
June 18, 2021
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Pinnacle Financial Partners Recruits a Team of 9 Experienced Financial Professionals in Huntsville, Alabama
June 14, 2021
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Pinnacle’s Michael Corbett Named to Captive Insurance Hall of Fame
May 21, 2021
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Pinnacle Loans $930 Million to Companies in Round Two of the Paycheck Protection Program
May 11, 2021
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Pinnacle Financial Partners Remains One of America’s Best Places to Work
April 12, 2021
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