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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
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MARKET RESEARCH
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Articles published by Priority Health
Priority Health Appoints Chase Osbourne as Senior Vice President of Employer Solutions & Innovation
November 17, 2025
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Priority Health Names Nick Gates as President
November 10, 2025
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July 24, 2025
From
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Priority Health Appoints Longtime Executive to Oversee Government Markets
January 06, 2025
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Priority Health and Physicians Health Plan of Northern Indiana Complete Acquisition to Foster Innovation and Improve Access to Care
December 03, 2024
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Priority Health Ranked No. 1 for Medicare Advantage Plan Customer Satisfaction in Michigan
September 04, 2024
From
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Via
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Priority Health President Praveen Thadani receives national recognition for equity and inclusion efforts
August 12, 2024
From
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Priority Health Expands into Northern Indiana, Ohio through Acquisition of Physicians Health Plan of Northern Indiana
June 19, 2024
From
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Priority Health’s Christina Barrington Sworn in as New President of National Pharmacy Board
April 18, 2024
From
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Priority Health President Praveen Thadani Meets With First Lady Jill Biden, Other Prominent Health Care Leaders About Cancer Care
March 28, 2024
From
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Priority Health Executive Named Top Woman Leader in Health Care by National Outlet
March 11, 2024
From
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Via
Business Wire
Priority Health members informed of EyeMed incident, no fraudulent activity detected
October 02, 2023
From
Priority Health
Via
Business Wire
Priority Health Receives National Recognition for Customer Service
September 07, 2023
From
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Via
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Priority Health launches Priority Pups™ signature program to support student mental health
September 07, 2023
From
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Via
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Priority Health receives Health Equity Accreditation from national health care organization
March 02, 2023
From
Priority Health
Via
Business Wire
Priority Health executive to serve as president of national pharmacy board
December 19, 2022
From
Priority Health
Via
Business Wire
Priority Health leads in quality as the only Michigan-based Medicare plan to receive the highest possible rating of 5 stars from federal health agency
October 07, 2022
From
Priority Health
Via
Business Wire
Priority Health President Praveen Thadani receives health equity award from national organization
October 06, 2022
From
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Via
Business Wire
Priority Health and Kroger Health announce co-branded plans to meet whole-health needs
October 04, 2022
From
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Via
Business Wire
Priority Health and National Fitness Campaign announce partnership extension to bring free outdoor health and wellness across Michigan
September 22, 2022
From
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Via
Business Wire
BHSH Spectrum Health West Michigan Receives National Award for CenteringPregnancy Program
August 19, 2022
From
Priority Health
Via
Business Wire
Warner Norcross & Judd, LLP Notifies Consumers of Data Incident
August 05, 2022
From
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Via
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Priority Health and Homeward announce partnership to bring comprehensive, value-based care to seniors in rural Michigan
August 03, 2022
From
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Via
Business Wire
Priority Health announces launch of new health navigation solution, PriorityGPS™
July 20, 2022
From
Priority Health
Via
Business Wire
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Priority Health Expands Maternity Management Program to Additional Members
July 11, 2022
From
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Via
Business Wire
Priority Health Announces Vice Presidents of Government Markets
June 16, 2022
From
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Via
Business Wire
Priority Health offers complimentary credit monitoring to members impacted by claims incident
June 03, 2022
From
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Business Wire
Priority Health Appoints Shannon Wilson as First-Ever Vice President of Population Health & Health Equity
April 19, 2022
From
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Priority Health and Accolade Announce Strategic Partnership
April 13, 2022
From
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Via
Business Wire
Priority Health Awarded Michigan Health Endowment Fund Grant, Partnering With Real Time Medical Systems and Probari to Support Advance Care Planning Efforts
February 24, 2022
From
Priority Health
Via
Business Wire
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