Menu
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 Buy Currently
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
Sample Portfolio
Sample Portfolio Analysis
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 sm Program
Services, Fees and Compensation
Account Requirements
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
Municipal Bond Presentation
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
Featured Articles
Contrarian Notes Blog
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
Featured Articles
Contrarian Notes Blog
Recent Quotes
View Full List
My Watchlist
Create Watchlist
Indicators
DJI
Nasdaq Composite
SPX
Gold
Crude Oil
Markets
Stocks
ETFs
Tools
Markets:
Overview
News
Currencies
International
Treasuries
Articles published by Zilliant
Zilliant Survey: 45% of Execs Cite Tariffs as Top Pricing Threat as Food Manufacturing Volatility Becomes Structural
Today 7:00 EDT
From
Zilliant
Via
Business Wire
Zilliant Closes 2025 with Strategic Product Innovation and Major Customer Win with Julius Hoesch GmbH & Co. KG
January 27, 2026
From
Zilliant
Via
Business Wire
Zilliant Launches Pricing Plus to Help Companies Move Beyond Spreadsheets and Prevent Margin Leakage
November 03, 2025
From
Zilliant
Via
Business Wire
Zilliant Launches Agentic AI with Industry-First MCP Server to End Spreadsheet Pricing
October 09, 2025
From
Zilliant
Via
Business Wire
Zilliant Releases ‘Pricing Without Panic’ Buyer’s Guide to Help B2B Companies Transform Manual Pricing Into a Strategic Growth Driver
September 09, 2025
From
Zilliant
Via
Business Wire
Zilliant Survey Finds a Majority of Companies Still Rely on Manual Pricing Methods Despite High Stakes for Revenue and Growth Demands
June 04, 2025
From
Zilliant
Via
Business Wire
Zilliant Unveils New Precision Pricing Platform to Transform Pricing Anxiety into Business Power
April 23, 2025
From
Zilliant
Via
Business Wire
Zilliant Survey: 44% of US Businesses Plan to Pass Tariff Costs to Customers
April 10, 2025
From
Zilliant
Via
Business Wire
Zilliant CPQ Now Available on SAP® Store
March 19, 2025
From
Zilliant
Via
Business Wire
Zilliant Closes 2024 with Record Growth
January 28, 2025
From
Zilliant
Via
Business Wire
Zilliant Recognized in 2025 Gartner® Magic Quadrant™ for Configure, Price and Quote Application
January 27, 2025
From
Zilliant
Via
Business Wire
Zilliant Amplifies Leadership Team With Addition of Lauren Van Heerden as SVP of Customer Experience
December 02, 2024
From
Zilliant
Via
Business Wire
Zilliant Recognized as a Leader in the 2024 SPARK Matrix for B2B Price Optimization & Management by QKS Group
November 21, 2024
From
Zilliant
Via
Business Wire
Zilliant Survey: Consumers Want Price Relief, Regardless of Market Conditions
November 20, 2024
From
Zilliant
Via
Business Wire
Zilliant Enables Sellers to Close Deals Faster with Automated Customer-Specific Pricing in CPQ
November 06, 2024
From
Zilliant
Via
Business Wire
Zilliant Bolsters Pricing Expertise with Two Strategic Leadership Appointments
October 08, 2024
From
Zilliant
Via
Business Wire
Zilliant Enhances Pricing Lifecycle Expertise with Three New Executive Hires
June 28, 2024
From
Zilliant
Via
Business Wire
Zilliant Establishes New Customer Advisory Board to Bring Additional Market Feedback into Company’s Technology Priorities
June 20, 2024
From
Zilliant
Via
Business Wire
Zilliant Announces Infusion of Artificial Intelligence Across the Pricing Lifecycle
May 22, 2024
From
Zilliant
Via
Business Wire
Zilliant Pricing Leader Releases Updated Edition of “Stop Racing In A Blindfold!” Detailing What’s New in the World of Pricing Excellence
April 23, 2024
From
Zilliant
Via
Business Wire
Zilliant to Supply AGCO with Modernized Pricing for Agricultural Machinery
April 02, 2024
From
Zilliant
Via
Business Wire
Zilliant Drives Another Year of Strong Bookings Growth in FY 2023
March 28, 2024
From
Zilliant
Via
Business Wire
Zilliant Expands Its Leadership Team With Adi Kavaler, Chief Technology Officer, and Claude Sammoury, SVP of Partnerships and Alliances
January 24, 2024
From
Zilliant
Via
Business Wire
Zilliant Acquires In Mind Cloud to Deliver Full Pricing Lifecycle Capabilities With CPQ Purpose-Built for Manufacturing
December 06, 2023
From
Zilliant
Via
Business Wire
Zilliant Welcomes Chris Lee as Chief Revenue Officer
August 15, 2023
From
Zilliant
Via
Business Wire
Zilliant Welcomes Kylie Fuentes as Chief Product Officer
May 09, 2023
From
Zilliant
Via
Business Wire
Zilliant Expands Its Leadership Team to Further Extend Its Commitment to Data Science and Customer Experience
March 23, 2023
From
Zilliant
Via
Business Wire
Zilliant Price IQ® Named to Constellation ShortListTM for Top Seven Price Optimization Solutions
February 16, 2023
From
Zilliant
Via
Business Wire
Zilliant Announces Strong Financial Growth; Continues to Transform Price & Revenue Software Industry
January 31, 2023
From
Zilliant
Via
Business Wire
Zilliant Appoints New Chief Financial Officer
January 05, 2023
From
Zilliant
Via
Business Wire
Stock Quote API & Stock News API supplied by
www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the
Privacy Policy
and
Terms Of Service
.
© 2025 FinancialContent. All rights reserved.