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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
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
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Ascentage Pharma Group International - American Depository Shares
(NQ:
AAPG
)
21.24
+0.58 (+2.81%)
Streaming Delayed Price
Updated: 11:03 AM EDT, May 22, 2026
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Press Releases about Ascentage Pharma Group International - American Depository Shares
Ascentage Pharma Releases Latest Clinical Data from Multiple Trials at ASCO 2026
May 21, 2026
From
ASCENTAGE PHARMA GROUP INTERNATIONAL
Via
GlobeNewswire
Ascentage Pharma to Present 17 Clinical Advances at 2026 European Hematology Association Congress
May 12, 2026
From
ASCENTAGE PHARMA GROUP INTERNATIONAL
Via
GlobeNewswire
Ascentage Pharma to Participate in Three Upcoming Investor Conferences
May 12, 2026
From
ASCENTAGE PHARMA GROUP INTERNATIONAL
Via
GlobeNewswire
Ascentage Pharma to Present Data from Multiple Trials, Including Three Rapid Oral Presentations, at ASCO 2026
April 21, 2026
From
ASCENTAGE PHARMA GROUP INTERNATIONAL
Via
GlobeNewswire
Ascentage Pharma Reports Full Year 2025 Unaudited Financial Results and Provides Business Updates
March 25, 2026
From
ASCENTAGE PHARMA GROUP INTERNATIONAL
Via
GlobeNewswire
Ascentage Pharma to Present Data From Four Preclinical Studies In Its Innovative Pipeline at American Association of Cancer Research (AACR) Annual Meeting 2026
March 17, 2026
From
ASCENTAGE PHARMA GROUP INTERNATIONAL
Via
GlobeNewswire
Ascentage Pharma to Report Full Year 2025 Unaudited Financial Results and Provide Business Updates on March 25, 2026
March 11, 2026
From
ASCENTAGE PHARMA GROUP INTERNATIONAL
Via
GlobeNewswire
Ascentage Pharma to Participate in Three Upcoming Investor Conferences
February 23, 2026
From
ASCENTAGE PHARMA GROUP INTERNATIONAL
Via
GlobeNewswire
Ascentage Pharma Announces IND Clearance by the U.S. Food and Drug Administration for BTK Degrader APG-3288
January 06, 2026
From
ASCENTAGE PHARMA GROUP INTERNATIONAL
Via
GlobeNewswire
Ascentage Pharma Appoints Dr. Veet Misra as Chief Financial Officer and Eric Huang as Senior Vice President of Global Corporate Development and Finance
July 07, 2025
From
ASCENTAGE PHARMA GROUP INTERNATIONAL
Via
GlobeNewswire
Live from ASCO 2025 | Ascentage Pharma Releases Promising Clinical Data on Alrizomadlin Monotherapy and Combinations in Solid Tumors
June 02, 2025
From
ASCENTAGE PHARMA GROUP INTERNATIONAL
Via
GlobeNewswire
Live from ASCO 2025 | Ascentage Pharma Presents Clinical Data on Bcl-2 Inhibitor Lisaftoclax in Venetoclax-Refractory Patients in Oral Report
June 02, 2025
From
ASCENTAGE PHARMA GROUP INTERNATIONAL
Via
GlobeNewswire
Ascentage Pharma Announces Clinical Data of Lisaftoclax, Which Shows Therapeutic Potential in Venetoclax-Refractory Patients, Selected for Oral Report at ASCO 2025
May 22, 2025
From
ASCENTAGE PHARMA GROUP INTERNATIONAL
Via
GlobeNewswire
Ascentage Pharma Presents Results from Five Preclinical Studies at 2025 American Association of Cancer Research (AACR) Annual Meeting, Highlighting Strong Synergistic Effects of Olverembatinib Combined with Lisaftoclax
April 28, 2025
From
ASCENTAGE PHARMA GROUP INTERNATIONAL
Via
GlobeNewswire
Ascentage Pharma To Present Data from Two Clinical Studies at 2025 ASCO Annual Meeting, Including Oral Presentation on Its Key Assets Lisaftoclax and Alrizomadlin
April 23, 2025
From
ASCENTAGE PHARMA GROUP INTERNATIONAL
Via
GlobeNewswire
Ascentage Pharma Announces Inclusion of Lisaftoclax and Olverembatinib in Chinese Society of Clinical Oncology (CSCO) 2025 Guidelines
April 21, 2025
From
ASCENTAGE PHARMA GROUP INTERNATIONAL
Via
GlobeNewswire
Ascentage Pharma Reports Full Year 2024 Unaudited Financial Results and Business Updates
March 27, 2025
From
ASCENTAGE PHARMA GROUP INTERNATIONAL
Via
GlobeNewswire
Ascentage Pharma to Present Five Preclinical Studies from Innovative Pipeline at American Association of Cancer Research (AACR) Annual Meeting 2025
March 25, 2025
From
ASCENTAGE PHARMA GROUP INTERNATIONAL
Via
GlobeNewswire
Ascentage Pharma to Report Full Year 2024 Financial Results and Provide Corporate Update on March 27, 2025
March 12, 2025
From
ASCENTAGE PHARMA GROUP INTERNATIONAL
Via
GlobeNewswire
Olverembatinib Granted Breakthrough Therapy Designation for the Treatment of Philadelphia Chromosome-Positive (Ph+) Acute Lymphoblastic Leukemia (ALL)
March 05, 2025
From
ASCENTAGE PHARMA GROUP INTERNATIONAL
Via
GlobeNewswire
Ascentage Pharma Announces Partial Exercise of Underwriters’ Option to Purchase Additional American Depositary Shares
February 07, 2025
From
ASCENTAGE PHARMA GROUP INTERNATIONAL
Via
GlobeNewswire
Ascentage Pharma Announces Closing of U.S. Initial Public Offering
January 28, 2025
From
ASCENTAGE PHARMA GROUP INTERNATIONAL
Via
GlobeNewswire
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