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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
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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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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
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SS Innovations International Inc. - Common Stock
(NQ:
SSII
)
3.830
UNCHANGED
Streaming Delayed Price
Updated: 4:00 PM EDT, Aug 4, 2026
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Press Releases about SS Innovations International Inc. - Common Stock
SS Innovations International Inc. (NASDAQ: SSII) Expands Global Footprint on Fast-Growing Robotic Surgery Market
July 30, 2026
Via
Investor Brand Network
SS Innovations International Inc. (NASDAQ: SSII) to Showcase SSi Mantra Surgical Robotic System at SRS 2026 as Company Expands Global Clinical Footprint
July 23, 2026
Via
Investor Brand Network
SS Innovations International Inc. (NASDAQ: SSII) Strengthens Leadership as Global Robotic Surgery Expansion Gains Pace
July 17, 2026
Via
Investor Brand Network
MissionIRNewsBreaks – SS Innovations International, Inc. (NASDAQ: SSII) to Showcase SSi Mantra at Society of Robotic Surgery Annual Meeting
July 17, 2026
Via
Investor Brand Network
SS Innovations To Showcase the SSi Mantra Surgical Robotic System at SRS 2026
July 17, 2026
Company’s advanced surgical robotic system will be on display, spotlighted in multiple breakout sessions, and featured in a kidney telesurgery to be broadcast live at the premier industry event
From
SS Innovations International, Inc.
Via
GlobeNewswire
MissionIRNewsBreaks – SS Innovations International, Inc. (NASDAQ: SSII) Appoints Sarah Romano as Chief Financial Officer
July 14, 2026
Via
Investor Brand Network
Topics
Regulatory Compliance
SS Innovations Appoints Sarah M. Romano as Chief Financial Officer
July 14, 2026
Veteran medtech finance executive brings extensive public company and capital markets experience to support the Company's next phase of global growth
From
SS Innovations International, Inc.
Via
GlobeNewswire
SS Innovations International Inc. (NASDAQ: SSII) CEO Outlines Strategy to Expand Affordable Robotic Surgery
July 13, 2026
Via
Investor Brand Network
Topics
Artificial Intelligence
SS Innovations International Inc. (NASDAQ: SSII) Is ‘One to Watch’
July 08, 2026
Via
Investor Brand Network
TechMediaBreaks – SS Innovations International, Inc. (NASDAQ: SSII) Subsidiary Graduates First Cardiac Robotic Surgery Training Class
July 07, 2026
Via
Investor Brand Network
NetworkNewsBreaks – SS Innovations International, Inc. (NASDAQ: SSII) Engages IBN for Corporate Communications
July 07, 2026
Via
Investor Brand Network
SS Innovations Subsidiary SSICRS Graduates Inaugural Cardiac Robotic Surgery Training Class
July 07, 2026
New course empowers healthcare professionals through expert instruction and hands-on learning
From
SS Innovations International, Inc.
Via
GlobeNewswire
SS Innovations International Inc. (NASDAQ: SSII) Wins Outstanding Company at 2026 Surgical Robotics Industry Awards
July 06, 2026
Via
Investor Brand Network
TechMediaBreaks – SS Innovations International, Inc. (NASDAQ: SSII) Surpasses Intuitive Surgical (NASDAQ: ISRG), Johnson & Johnson (NYSE: JNJ), Medtronic (NYSE: MDT) for Top Surgical Robotics Award
July 01, 2026
Via
Investor Brand Network
TechMediaBreaks – SS Innovations International, Inc. (NASDAQ: SSII) Wins 2026 Surgical Robotics Industry Outstanding Company Award
June 30, 2026
Via
Investor Brand Network
SS Innovations Named Outstanding Company Winner at the 2026 Surgical Robotics Industry Awards
June 30, 2026
Company celebrated for advancing global access to its innovative robotic surgery platform
From
SS Innovations International, Inc.
Via
GlobeNewswire
SS Innovations International Inc. (NASDAQ: SSII) Reports Strong Q1 2026 Results with Surgical Robotics Expansion
June 29, 2026
Via
Investor Brand Network
MissionIRNewsBreaks – SS Innovations International, Inc. (NASDAQ: SSII) Completes World-Record 12,500-Mile Robotic Cardiac Telesurgery
June 15, 2026
Via
Investor Brand Network
TechMediaBreaks – SS Innovations International, Inc. (NASDAQ: SSII) Completes World-Record 12,500-Mile Robotic Cardiac Telesurgery
June 15, 2026
Via
Investor Brand Network
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