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home
about us
Investment Approach
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Firm ADV PDFs
Form CRS
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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
Services, Fees and Compensation
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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
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Total Asset Fund (TAF)
TAF® Program
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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
Tax-Free Income Seminar
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ExlService Holdings, Inc. - Common Stock
(NQ:
EXLS
)
31.48
+0.22 (+0.70%)
Streaming Delayed Price
Updated: 4:00 PM EDT, Apr 16, 2026
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Press Releases about ExlService Holdings, Inc. - Common Stock
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EXL to host Investor and Analyst Day on May 13 in New York
April 13, 2026
From
EXL
Via
GlobeNewswire
EXL announces a strategic services collaboration with Google Cloud
April 02, 2026
EXL’s relationship with Google Cloud underscores EXL’s strength as a differentiated outcome-led AI and cloud transformation partner
From
EXL
Via
GlobeNewswire
EXL wins Gold Stevie® award in 2026 Stevie Awards for Sales & Customer Service
March 25, 2026
Gold Stevie Award winner for Best Use of AI Integration in Contact Centers
From
EXL
Via
GlobeNewswire
Nitin Sahney to Retire From EXL Board of Directors
March 18, 2026
From
EXL
Via
GlobeNewswire
EXL announces $125 million accelerated share repurchase program
March 17, 2026
From
EXL
Via
GlobeNewswire
EXL advances EXLerate.ai agentic AI platform to support enterprise-scale adoption with NVIDIA technologies
March 16, 2026
Enhanced capabilities using NVIDIA tech stack to accelerate deployment of secure, compliant AI solutions across regulated industries
From
EXL
Via
GlobeNewswire
EXL unveils new agentic AI solutions to accelerate enterprise transformation across the full AI value chain
March 11, 2026
Expanded portfolio integrates agent development, governance, decision intelligence and domain workflows to help enterprises scale AI responsibly and deliver measurable business outcomes
From
EXL
Via
GlobeNewswire
EXL named a Leader in Everest Group Customer Experience Services in Insurance Operations PEAK Matrix® Assessment 2025
March 03, 2026
From
EXL
Via
GlobeNewswire
EXL Reports 2025 Fourth Quarter and Year-End Results; Issues 2026 Guidance
February 24, 2026
From
EXL
Via
GlobeNewswire
EXL announces speaker roster for AI in Action Americas virtual event – accelerating enterprise AI from pilot to impact
February 24, 2026
Americas virtual event to take place March 11, 2026—featuring leaders from Google, Databricks, CNBC, Wolters Kluwer and Transamerica
From
EXL
Via
GlobeNewswire
EXL and AWS collaborate on agentic AI initiative to reshape Sonos IT service management
February 23, 2026
Embedding AI in Sonos workflows is creating a new benchmark for efficiency, operational intelligence and risk mitigation
From
EXL
Via
GlobeNewswire
EXL granted 10 new patents in the last year for AI solutions
February 09, 2026
EXL’s patents for transforming data, enabling AI workflows and enhancing decision intelligence deliver measurable growth, savings, compliance and enhanced customer engagement
From
EXL
Via
GlobeNewswire
EXL’s AI in Action 2026: Smarten workflows to drive real AI ROI
February 05, 2026
Global virtual event to feature Jon McNeill, former Tesla president, EXL leaders and industry experts sharing insights and real-world examples of AI in enterprise workflows
From
EXL
Via
GlobeNewswire
EXL named a Leader in ISG Provider Lens™ Healthcare Digital Services – US 2025 Study
February 03, 2026
From
EXL
Via
GlobeNewswire
EXL Schedules Fourth Quarter and Full-Year 2025 Financial Results Conference Call
January 29, 2026
From
EXL
Via
GlobeNewswire
EXL named a Leader in five quadrants in ISG Provider Lens™ Insurance Services Global Report
January 12, 2026
From
EXL
Via
GlobeNewswire
EXL promotes seasoned insurance executive Raghav Jaggi
December 22, 2025
From
EXL
Via
GlobeNewswire
EXL Announces Share Repurchase of 1,551,970 Shares
December 15, 2025
From
EXL
Via
GlobeNewswire
EXL completes migration of LifePRO Digital Suite® platforms to AWS
December 11, 2025
From
EXL
Via
GlobeNewswire
Data and AI Leader EXL to host ‘IdeaTank’ innovation event at the Nasdaq MarketSite
November 25, 2025
From
EXL
Via
GlobeNewswire
EXL named a Leader in Everest Group’s 2025 Clinical and Care Management Operations PEAK Matrix® Assessment
November 20, 2025
From
ExlService Holdings, Inc.
Via
GlobeNewswire
EXL named a Leader in Everest Group Property and Casualty (P&C) Insurance BPS PEAK Matrix® Assessment 2025
November 06, 2025
From
ExlService Holdings, Inc.
Via
GlobeNewswire
EXL named a Leader in 2025 ISG Provider Lens® Generative AI Services Global Report
November 04, 2025
From
ExlService Holdings, Inc.
Via
GlobeNewswire
EXL Reports 2025 Third Quarter Results
October 28, 2025
From
ExlService Holdings, Inc.
Via
GlobeNewswire
EXL and Schneider streamline trucking logistics with AI-powered digital transformation
October 22, 2025
Innovation delivers over 50% faster scheduling and 24% lower cost, delivering superior experience for drivers and customers
From
ExlService Holdings, Inc.
Via
GlobeNewswire
EXL announces appointment of Patrick Geraghty to Board of Directors
October 20, 2025
From
ExlService Holdings, Inc.
Via
GlobeNewswire
EXL wins industry recognition for digital lending innovation in point-of-sale financing
October 16, 2025
Breakthrough digital transformation initiative recognized as the Winner in IDC FinTech Results program
From
ExlService Holdings, Inc.
Via
GlobeNewswire
EXL Schedules Third Quarter 2025 Financial Results Conference Call
October 08, 2025
From
ExlService Holdings, Inc.
Via
GlobeNewswire
EXL unveils EXLdata.ai with launch partner Databricks: First-of-its-kind agentic AI-native suite of data solutions to solve enterprises’ biggest challenge in making data ready for AI
October 07, 2025
Unifies complex data ecosystems to accelerate AI in the workflow
From
ExlService Holdings, Inc.
Via
GlobeNewswire
EXL Named a Leader in NelsonHall’s 2025 NEAT Evaluation for Property & Casualty Operations: Analytics & AI
September 30, 2025
From
ExlService Holdings, Inc.
Via
GlobeNewswire
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