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home
about us
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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
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)
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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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Event Schedule
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Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
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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 Roivant Sciences
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Roivant Highlights Continued Pipeline Progress and Outlook for Company’s Next Phase of Growth at 2025 Investor Day
December 11, 2025
From
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Via
GlobeNewswire
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ROIV
Roivant Reports Financial Results for the Second Quarter Ended September 30, 2025, and Provides Business Update
November 10, 2025
From
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Via
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ROIV
Roivant to Report Financial Results for the Second Quarter Ended September 30, 2025, and Provide Business Update on Monday, November 10, 2025
October 27, 2025
From
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Via
GlobeNewswire
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ROIV
Roivant and Priovant Announce Positive Phase 3 VALOR Study Results for Brepocitinib in 52-Week Placebo-Controlled Trial in Dermatomyositis (DM)
September 17, 2025
From
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Via
GlobeNewswire
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ROIV
Roivant Named on Fortune Media and Great Place To Work’s 2025 Best Workplaces in BioPharma List
September 11, 2025
From
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Via
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ROIV
Roivant Unveils Durability and Treatment-Free Six-month Remission Data with Potential to Change Treatment Paradigm for Uncontrolled Graves' Disease Patients
September 03, 2025
From
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Via
GlobeNewswire
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ROIV
Roivant Reports Financial Results for the First Quarter Ended June 30, 2025, and Provides Business Update
August 11, 2025
From
Roivant Sciences
Via
GlobeNewswire
Tickers
ROIV
Roivant to Report Financial Results for the First Quarter Ended June 30, 2025, and Provide Business Update on Monday, August 11, 2025
July 28, 2025
From
Roivant Sciences
Via
GlobeNewswire
Tickers
ROIV
Roivant and Priovant to Host Investor Video Conference at 1:00 PM ET on Tuesday, June 17 on Brepocitinib and the Unmet Medical Need in Dermatomyositis
June 09, 2025
From
Roivant Sciences
Via
GlobeNewswire
Tickers
ROIV
Roivant Reports Financial Results for the Fourth Quarter and Fiscal Year Ended March 31, 2025, and Provides Business Update
May 29, 2025
From
Roivant Sciences
Via
GlobeNewswire
Tickers
ROIV
Roivant to Report Financial Results for the Fourth Quarter and Fiscal Year Ended March 31, 2025 and Provide Business Update on Thursday, May 29, 2025
May 15, 2025
From
Roivant Sciences
Via
GlobeNewswire
Tickers
ROIV
Immunovant Announces Next Phase of Growth with Roivant Including Changes to its Leadership Team and Additional Indications Sjögren’s Disease (SjD) and Cutaneous Lupus Erythematosus (CLE) for IMVT-1402
April 21, 2025
From
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Via
GlobeNewswire
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IMVT
ROIV
Roivant Announces Positive Results for Batoclimab Myasthenia Gravis (MG) and Chronic Inflammatory Demyelinating Polyneuropathy (CIDP) Studies
March 19, 2025
From
Roivant Sciences
Via
GlobeNewswire
Tickers
ROIV
Roivant to Host Investor Webcast at 8:00 AM ET on Wednesday, March 19 to Review Results from Batoclimab Myasthenia Gravis (MG) and Chronic Inflammatory Demyelinating Polyneuropathy (CIDP) Programs
March 18, 2025
From
Roivant Sciences
Via
GlobeNewswire
Tickers
ROIV
Roivant Reports Financial Results for the Third Quarter Ended December 31, 2024, and Provides Business Update
February 10, 2025
From
Roivant Sciences
Via
GlobeNewswire
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ROIV
Zest Health Announces $13M in Funding to Curb Unnecessary Pharmaceutical Spend through High-Touch Care
February 03, 2025
From
Roivant Sciences
Via
GlobeNewswire
Tickers
ROIV
Roivant to Report Financial Results for the Third Quarter Ended December 31, 2024 and Provide Business Update on Monday, February 10, 2025
January 29, 2025
From
Roivant Sciences
Via
GlobeNewswire
Tickers
ROIV
Kinevant Sciences Announces Topline Results from Phase 2 RESOLVE-Lung Study of Namilumab in Chronic Active Pulmonary Sarcoidosis
December 03, 2024
From
Roivant Sciences
Via
GlobeNewswire
Tickers
ROIV
Roivant Announces Topline Results from Phase 2 RESOLVE-Lung Study of Namilumab in Chronic Active Pulmonary Sarcoidosis
December 03, 2024
From
Roivant Sciences
Via
GlobeNewswire
Tickers
ROIV
Roivant Reports Financial Results for the Second Quarter Ended September 30, 2024, and Provides Business Update
November 12, 2024
From
Roivant Sciences
Via
GlobeNewswire
Tickers
ROIV
Roivant to Report Financial Results for the Second Quarter Ended September 30, 2024 and Provide Business Update on Tuesday, November 12, 2024
October 29, 2024
From
Roivant Sciences
Via
GlobeNewswire
Tickers
ROIV
Organon Completes Acquisition of Dermavant, including Innovative Dermatologic Therapy, VTAMA® (tapinarof) Cream, 1%
October 28, 2024
From
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Via
GlobeNewswire
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OGN
ROIV
Organon to Acquire Dermavant including its Innovative Dermatologic Therapy, VTAMA® (tapinarof) Cream, 1%
September 18, 2024
From
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Via
GlobeNewswire
Tickers
OGN
ROIV
Pulmovant presents positive proof-of-concept data from the Phase 1b ATMOS study of Mosliciguat in Pulmonary Hypertension at European Respiratory Society Congress
September 10, 2024
From
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Via
GlobeNewswire
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ROIV
Roivant Unveils New Pipeline Program Mosliciguat, A Potential First-In-Class and Best-In-Category Inhaled Once-Daily Soluble Guanylate Cyclase (sGC) Activator
September 10, 2024
From
Roivant Sciences
Via
GlobeNewswire
Tickers
ROIV
Roivant Provides Update on Graves’ Disease Development Program
September 09, 2024
From
Roivant Sciences
Via
GlobeNewswire
Tickers
IMVT
ROIV
Roivant Reports Financial Results for the First Quarter Ended June 30, 2024, and Provides Business Update
August 08, 2024
From
Roivant Sciences
Via
GlobeNewswire
Tickers
ROIV
Roivant to Report Financial Results for the First Quarter Ended June 30, 2024, and Provide Business Update on Thursday, August 8, 2024
July 25, 2024
From
Roivant Sciences
Via
GlobeNewswire
Tickers
ROIV
Roivant Reports Financial Results for the Fourth Quarter and Fiscal Year Ended March 31, 2024, and Provides Business Update
May 30, 2024
From
Roivant Sciences
Via
GlobeNewswire
Tickers
ROIV
ROIVW
Roivant to Report Financial Results for the Fourth Quarter and Fiscal Year Ended March 31, 2024, and Provide Business Update on Thursday, May 30, 2024
May 16, 2024
From
Roivant Sciences
Via
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ROIV
ROIVW
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