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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
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EVENTS
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Event Schedule
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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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Articles published by Softeon
IFS Softeon Named a 2026 Top 100 Logistics & Supply Chain Technology Provider by Inbound Logistics
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Softeon Hosts First Customer Leadership Forum
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Softeon Scores Third highest in WMS Level 3 and 4 Warehouse Operation Use Cases and Fourth highest in Level 5 in New Gartner® Critical Capabilities Report
August 15, 2023
From
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Via
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New White Paper Addresses the State of Warehouse Management Systems in the Cloud
July 19, 2023
From
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Softeon Named as a Visionary in the 2023 Gartner® Magic Quadrant™ for Warehouse Management Systems
June 06, 2023
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Softeon to Feature Solutions for Smart, Automated Warehouse and Breakthrough Approach to Material Handling Systems Integration at ProMat 2023
March 13, 2023
From
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January 24, 2023
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Softeon to Feature Enhanced Fulfillment Suite for Order Orchestration at NRF Big Show 2023 in New York City
January 04, 2023
From
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Softeon Names Proven Technology Executive Jim Hoefflin as CEO
December 13, 2022
From
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New Research from Softeon Finds Companies Dissatisfied with Current Levels of DC Automation
November 01, 2022
From
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Via
Business Wire
Softeon Scores Second highest in WMS Level 4 Warehouse Operation Use Case and Third highest in Levels 3 and 5 in New Gartner® Critical Capabilities Report
August 17, 2022
From
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Via
Business Wire
Softeon Extends its Leading Software Solution Set for Third-Party Logistics Companies
August 03, 2022
From
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Business Wire
Softeon Releases New White Paper on the State of Warehouse Management Systems in the Cloud
June 23, 2022
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Business Wire
Softeon Continues to Advance Integration and Optimization of Mobile Robots, Put Walls, other Warehouse Automation
May 19, 2022
From
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Softeon to Showcase Smart Warehouse of the Future Capabilities at MODEX 2022 Show March 28-31 in Atlanta
March 23, 2022
From
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Softeon Has Single Warehouse Management System Scaling from Basic Distribution Operations to Highly Complex, Automated Distribution Centers
February 23, 2022
From
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Via
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Softeon Delivers Warehouse Management System Boot Camp 2022
January 31, 2022
From
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Via
Business Wire
Softeon to Feature Powerful Fulfillment Suite at NRF Retail’s BIG Show 2022 in New York City
January 12, 2022
From
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Via
Business Wire
New Report from Softeon Identifies Seven Uncommon Keys to Warehouse Management System Success
December 09, 2021
From
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October 20, 2021
From
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Business Wire
Softeon Releases New Glossary of Terms for Warehouse Management Systems
September 14, 2021
From
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Via
Business Wire
Softeon Scores Second in Level 4 Warehouse Operations Use Case and Third in Levels 3 and 5 Use Case in New Gartner® Critical Capabilities for Warehouse Management Systems Report
August 11, 2021
From
Softeon
Via
Business Wire
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