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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
Featured Quarterly Newsletter
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Articles published by Quantexa
Quantexa Named a Leader in the IDC MarketScape for Worldwide Decision Intelligence Platforms 2026
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Quantexa Showcases How Decision Intelligence Powers the Next Generation of AI-Driven Organizations at QuanCon 2026
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Quantexa Recognized as a Leader in 2026 Gartner® Magic Quadrant™ for Decision Intelligence Platforms
January 29, 2026
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Quantexa Named as a Category Leader in Chartis Research’s 2025 AML Transaction Monitoring and KYC Solutions Reports
November 19, 2025
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Quantexa Makes Its Decision Intelligence Platform ‘Agent Ready’ to Solve the Hardest Problems in AI: Data Fragmentation & Context
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Quantexa Named as a Technology Innovator on the 2025 InsurTech100 List
September 30, 2025
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Quantexa Launches Cloud AML Product for U.S. Mid-size and Community Banks
September 16, 2025
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Hidden Threats, Local Impact: New Industry Survey Finds U.S. Mid-size and Community Banks on the Front Lines of Rising Financial Crime
September 16, 2025
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Quantexa Named a Luminary in Everest Group’s Innovation Watch Report
July 02, 2025
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Quantexa Secures Top Ten Spot in Chartis’ 2025 Financial Crime and Compliance 50 Rankings
March 20, 2025
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Quantexa Unleashes Wave of Next-Gen AI Decision Intelligence at QuanCon25
March 06, 2025
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Quantexa Completes USD 175 million Series F Investment Round, led by Teachers’ Venture Growth
March 05, 2025
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Quantexa Recognized as Category Leader in Chartis’ 2024 AML Transaction Monitoring Solutions Report
December 16, 2024
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Quantexa Introduces AI-Powered Workload for Microsoft Fabric to Transform Data Quality and Usability Across the Enterprise
November 19, 2024
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Quantexa Reaches Centaur Status, Surpassing $100 Million ARR
October 28, 2024
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Quantexa Recognized as Category Leader in the RiskTech Quadrant® for KYC Solutions
October 22, 2024
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Quantexa Recognized as a Leader in IDC MarketScape for Worldwide Decision Intelligence Platforms 2024
September 24, 2024
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Quantexa Launches Global Public Sector Business Unit to Help Government Agencies and Departments Breakdown Data Silos, Harness AI, and Use Automation to Drive Efficiency
September 09, 2024
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U.S. Special Operations Command Awards Contract to Quantexa
September 09, 2024
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Quantexa Recognized as Leader in Enterprise and Payment Fraud Solutions in the 2024 Chartis RiskTech Quadrant® For Enterprise Fraud Solutions
September 09, 2024
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Quantexa Recognized as a “Luminary” in Celent’s 2024 Insurance Fraud Detection Solutions Report
September 04, 2024
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Quantexa News Intelligence Solution Designated “Awardable” for Department of Defense work in the CDAO’s Tradewinds Solutions Marketplace
June 10, 2024
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Quantexa Debuts Q Assist, New Context Aware Generative AI Technology Suite
June 10, 2024
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Quantexa Announces Partnership with Databricks to Help Customers Rapidly Scale Data and AI Initiatives
June 06, 2024
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Award-Winning Decision Intelligence Firm Quantexa Accelerates Global Momentum, Announces Strong FY24 Business Results
June 05, 2024
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Quantexa Recognized in Chartis’s Inaugural Financial Crime and Compliance 50 Rankings as Top Ranked Solution Provider
April 08, 2024
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