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home
about us
Investment Approach
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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
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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
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 Shoals Technologies Group
Shoals Technologies Group, Inc. Reports Financial Results for Fourth Quarter 2024
February 25, 2025
From
Shoals Technologies Group
Via
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Shoals Technologies Group Appeals ITC Reversal Decision to Federal Circuit and Receives Institution in New ITC Action Against Voltage
February 11, 2025
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Shoals Technologies Group, Inc. Announces Fourth Quarter and Full Year 2024 Earnings Release Date and Conference Call
January 30, 2025
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Shoals Technologies Group Files Additional Patent Infringement Complaint Against Voltage, LLC with the ITC
January 09, 2025
From
Shoals Technologies Group
Via
GlobeNewswire
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Shoals Technologies Group Appoints Chief Operations Officer and Interim Chief Legal Officer
September 30, 2024
From
Shoals Technologies Group
Via
GlobeNewswire
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Shoals Technology Group, Inc. Hosted Inaugural Investor Day
September 05, 2024
From
Shoals Technologies Group
Via
GlobeNewswire
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SHLS
Shoals Technology Group, Inc. Hosts Inaugural Investor Day
September 05, 2024
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Shoals Technologies Group
Via
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Shoals Announces Partnership in the Kingdom of Saudi Arabia
September 04, 2024
From
Shoals Technologies Group
Via
GlobeNewswire
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SHLS
Shoals Technologies Group Secures Favorable Initial Ruling in ITC Case Against Voltage, LLC
September 03, 2024
From
Shoals Technologies Group
Via
GlobeNewswire
Tickers
SHLS
Shoals Technologies Group Releases 2023 Environmental, Social and Governance Report
August 13, 2024
From
Shoals Technologies Group
Via
GlobeNewswire
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SHLS
Shoals Technologies Group Appoints Niharika Taskar Ramdev to Its Board of Directors
August 12, 2024
From
Shoals Technologies Group
Via
GlobeNewswire
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SHLS
SLGN
Shoals Technologies Group to Launch Global Suite of Solutions at Intersolar Europe
June 17, 2024
From
Shoals Technologies Group
Via
GlobeNewswire
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SHLS
Shoals Technologies Group, Inc. to Host 2024 Inaugural Investor Day
June 13, 2024
From
Shoals Technologies Group
Via
GlobeNewswire
Tickers
SHLS
Shoals Technologies Group Expands Leadership Team with Key Appointments in International Business and Investor Relations
May 09, 2024
From
Shoals Technologies Group
Via
GlobeNewswire
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SHLS
Shoals Technologies Group Asserts Its Intellectual Property Rights and Vows to Defend Patent
March 12, 2024
From
Shoals Technologies Group
Via
GlobeNewswire
Tickers
SHLS
Shoals Technologies Group Appoints CEO Brandon Moss to Its Board of Directors
March 07, 2024
From
Shoals Technologies Group
Via
GlobeNewswire
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SHLS
Governor Lee, Commissioner McWhorter Announce Shoals Technologies Group to Expand Manufacturing and Distribution Operations in Sumner County
February 21, 2024
From
Shoals Technologies Group
Via
GlobeNewswire
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SHLS
Shoals Technologies to Deploy Fuel by Shoals® eMobility Solution for Department of the Air Force
October 25, 2023
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Via
GlobeNewswire
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SHLS
Shoals Technologies Group Announces Commercial Availability and Successful Field Deployments of Snapshot I-V Solar PV Health Monitoring Solutions
July 31, 2023
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Via
GlobeNewswire
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Shoals Technologies Group Releases 2022 Environmental, Social and Governance (ESG) Report
July 28, 2023
From
Shoals Technologies Group
Via
GlobeNewswire
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Shoals Technologies Group Files Motion to Amend Patent Infringement Complaint with ITC, Adding Additional Claims Against Voltage with New Technology Patent
July 27, 2023
From
Shoals Technologies Group
Via
GlobeNewswire
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ITC Accepts Shoals Technologies Group’s Complaint to Investigate Alleged Importation of Infringing Hikam and Voltage Products
June 20, 2023
From
Shoals Technologies Group
Via
GlobeNewswire
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SHLS
Shoals Technologies Group, Inc. Appoints Brandon Moss as Chief Executive Officer
June 14, 2023
From
Shoals Technologies Group
Via
GlobeNewswire
Tickers
SHLS
Shoals Technologies Group And Blattner Company Agree To Landmark 10 GW Master Supply Agreement
June 12, 2023
From
Shoals Technologies Group
Via
GlobeNewswire
Tickers
SHLS
Shoals Technologies Group Files Patent Infringement Complaint with ITC Against Hikam and Voltage
May 04, 2023
From
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Via
GlobeNewswire
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Shoals Technologies Group, Inc. and Brookfield Renewable Announce Strategic Partnership to Launch Charging-as-a-Service Solution
April 27, 2023
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Via
GlobeNewswire
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BEPC
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TSX:BEP-UN
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Shoals Technologies Group To Supply BLA+ for 120 MW Solar Project in Western Australia
April 18, 2023
From
Shoals Technologies Group
Via
GlobeNewswire
Tickers
SHLS
Shoals Technologies Group, Inc. Announces Pricing of Secondary Offering of 24,501,650 Shares of Class A Common Stock by Selling Stockholders
March 07, 2023
From
Shoals Technologies Group
Via
GlobeNewswire
Tickers
SHLS
Shoals Technologies Group, Inc. Announces Launch of Secondary Offering of 24,501,650 Shares of Class A Common Stock by Selling Stockholders
March 07, 2023
From
Shoals Technologies Group
Via
GlobeNewswire
Tickers
SHLS
Shoals Technologies Group, Inc. Appoints Jeffery Tolnar as Interim Chief Executive Officer
February 27, 2023
From
Shoals Technologies Group
Via
GlobeNewswire
Tickers
SHLS
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