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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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Adagene Inc. - ADS, each representing 1.25 ordinary shares
(NQ:
ADAG
)
1.780
-0.070 (-3.78%)
Streaming Delayed Price
Updated: 3:59 PM EST, Dec 26, 2025
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Press Releases about Adagene Inc. - ADS, each representing 1.25 ordinary shares
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Adagene Announces FDA Fast Track Designation for Muzastotug (ADG126)
December 16, 2025
From
Adagene Inc.
Via
GlobeNewswire
Adagene Announces Licensing Agreement with Third Arc Bio for Development of Two Masked CD3 T Cell Engagers Utilizing SAFEbody® Technology
November 13, 2025
From
Adagene Inc.
Via
GlobeNewswire
Adagene Announces First Patient Dosed in Randomized Dose Optimization Cohort of the Phase 2 Study of Muzastotug (ADG126) in Combination with KEYTRUDA® (pembrolizumab) in Microsatellite Stable Colorectal Cancer
October 31, 2025
From
Adagene Inc.
Via
GlobeNewswire
Adagene Expands SAFEbody® Collaboration and License Agreement with Exelixis to Develop Third Novel Masked Antibody-Drug Conjugate
September 16, 2025
From
Adagene Inc.
Via
GlobeNewswire
Adagene’s ADG126 to be Highlighted in Two Presentations at the 2025 Chinese Society of Clinical Oncology (CSCO) Meeting in Jinan, China
September 05, 2025
From
Adagene Inc.
Via
GlobeNewswire
Adagene Appoints Immuno-Oncology Pioneer, Axel Hoos, M.D., Ph.D., as Executive Advisor
September 03, 2025
From
Adagene Inc.
Via
GlobeNewswire
Adagene to Participate in Two Investor Conferences in September
August 26, 2025
From
Adagene Inc.
Via
GlobeNewswire
Adagene Reports Six Months 2025 Financial Results and Provides Corporate Updates
August 12, 2025
From
Adagene Inc.
Via
GlobeNewswire
Adagene Announces Regulatory Update on Clinical Development Plan for Muzastotug in Microsatellite Stable Colorectal Cancer Following Productive Type B (End of Phase 1) Meeting with FDA
July 15, 2025
From
Adagene Inc.
Via
GlobeNewswire
Adagene and ConjugateBio Partner to Develop Novel Antibody Drug Conjugate
July 08, 2025
From
Adagene Inc.
Via
GlobeNewswire
Adagene announces up to $25 million strategic investment from Sanofi
July 01, 2025
From
Adagene Inc.
Via
GlobeNewswire
Adagene to Present at Jefferies Global Healthcare Conference 2025
May 27, 2025
From
Adagene Inc.
Via
GlobeNewswire
Adagene Announces Updated Data from Phase 1b/2 Study of Muzastotug (ADG126) in Combination with KEYTRUDA® (pembrolizumab) in Colorectal Cancer at the American Society of Clinical Oncology (ASCO) Annual Meeting
May 22, 2025
From
Adagene Inc.
Via
GlobeNewswire
Adagene Appoints John Maraganore, Ph.D. as Executive Advisor
April 28, 2025
From
Adagene Inc.
Via
GlobeNewswire
Adagene Announces Upcoming Poster Presentation on Masked Anti-CTLA-4 SAFEbody® ADG126 (Muzastotug) at American Society of Clinical Oncology (ASCO) Annual Meeting
April 23, 2025
From
Adagene Inc.
Via
GlobeNewswire
Adagene to Present at Stifel’s 2025 Virtual Targeted Oncology Forum
April 07, 2025
From
Adagene Inc.
Via
GlobeNewswire
Adagene Reports Full Year 2024 Financial Results and Provides Corporate Update
March 24, 2025
From
Adagene Inc.
Via
GlobeNewswire
Adagene to Present at 11th Annual Immuno-Oncology 360⁰ Summit
March 13, 2025
From
Adagene Inc.
Via
GlobeNewswire
Adagene to Present at Leerink’s Global Healthcare Conference 2025
March 06, 2025
From
Adagene Inc.
Via
GlobeNewswire
Adagene Announces Investigator Initiated Phase 2 Trial for Neoadjuvant Muzastotug (ADG126) in Colorectal Cancer
February 27, 2025
From
Adagene Inc.
Via
GlobeNewswire
Adagene Announces Updated Data from Phase 1b/2 Study of Muzastotug in Combination with KEYTRUDA® (pembrolizumab) in Colorectal Cancer at ASCO Gastrointestinal Cancers Symposium
January 27, 2025
From
Adagene Inc.
Via
GlobeNewswire
Adagene to Announce Updated Data from Phase 1b/2 Study of Muzastotug in Combination with KEYTRUDA® (pembrolizumab) in Colorectal Cancer at ASCO Gastrointestinal Cancers Symposium
January 21, 2025
From
Adagene Inc.
Via
GlobeNewswire
Adagene to Host Virtual KOL Event to Discuss Anti-CTLA-4 SAFEbody® ADG126 in Advanced/Metastatic Microsatellite-Stable (MSS) Colorectal Cancer (CRC) on January 25, 2025
January 14, 2025
From
Adagene Inc.
Via
GlobeNewswire
Adagene Presents Two Posters with New Insights on Increased Therapeutic Index for Masked Anti-CTLA-4 SAFEbody® ADG126 (Muzastotug) and Data Reinforcing Clinical Safety and Efficacy for ADG126 as Monotherapy and in Combination with Anti-PD-1 Therapy at
November 07, 2024
From
Adagene Inc.
Via
GlobeNewswire
Adagene Announces Upcoming Poster Presentations on Masked Anti-CTLA-4 SAFEbody® ADG126 (Muzastotug) at Society for Immunotherapy of Cancer (SITC) 39th Annual Meeting
October 09, 2024
From
Adagene Inc.
Via
GlobeNewswire
Adagene Presents Results at ESMO Congress that Show Best-in-Class Therapeutic Potential for Anti-CTLA-4 SAFEbody® ADG126 (Muzastotug) in Combination with KEYTRUDA® (Pembrolizumab) in Advanced/Metastatic Microsatellite-stable (MSS) Colorectal Cancer (CRC)
September 16, 2024
From
Adagene Inc.
Via
GlobeNewswire
Adagene to Participate in Investor Conferences in September
August 29, 2024
From
Adagene Inc.
Via
GlobeNewswire
Adagene Reports Six Month Financial Results for 2024 and Provides Corporate Update
July 25, 2024
From
Adagene Inc.
Via
GlobeNewswire
Adagene Announces Poster Presentation on Masked Anti-CTLA-4 SAFEbody® ADG126 (muzastotug) in Combination with Pembrolizumab in MSS CRC at Upcoming European Society for Medical Oncology (ESMO) Congress in September
July 12, 2024
From
Adagene Inc.
Via
GlobeNewswire
Adagene to Present at Investor Conferences in June
May 22, 2024
From
Adagene Inc.
Via
GlobeNewswire
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