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home
about us
Investment Approach
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Firm ADV PDFs
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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)
TAF sm Program
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Quarterly Performance Reports
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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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Market Value Securities (MVS sm) Presentation
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Investing During Uncertain Times
Read FULL Seminar Here
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Alkami Technology, Inc. - Common Stock
(NQ:
ALKT
)
23.40
+0.26 (+1.12%)
Streaming Delayed Price
Updated: 4:00 PM EST, Dec 29, 2025
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Press Releases about Alkami Technology, Inc. - Common Stock
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The MANTL–Alloy Partnership Surpasses 2 Million Processed Applications
December 18, 2025
From
MANTL
Via
Business Wire
MANTL Partners with Method Financial to Modernize Loan Refinancing with Real-time Liability Data Integrations
December 16, 2025
From
MANTL
Via
Business Wire
Financial Plus Credit Union Wins “Most Effective Technology Implementation” Innovator Award for Transformative MANTL Partnership
December 10, 2025
From
MANTL
Via
Business Wire
MANTL Launches Application Comments to Accelerate Application Reviews and Strengthen Compliance
November 12, 2025
From
MANTL
Via
Business Wire
Alkami to Present at William Blair 44th Annual Growth Stock Conference
May 24, 2024
From
Alkami Technology, Inc.
Via
GlobeNewswire
Alkami Announces First Quarter 2024 Financial Results
May 01, 2024
From
Alkami Technology, Inc.
Via
GlobeNewswire
Alkami to Announce First Quarter 2024 Financial Results
April 19, 2024
From
Alkami Technology, Inc.
Via
GlobeNewswire
The Top 5 Analysts Ranked by Marketbeat and Stocks They Cover
April 09, 2024
Analysts rate the stocks, but who rates the analysts? This is a look at five of the highest-rated analysts tracked by Marketbeat.com based on 12-month ROI.
Via
MarketBeat
Topics
Cannabis
Alkami Announces Fourth Quarter 2023 Financial Results
February 28, 2024
From
Alkami Technology, Inc.
Via
GlobeNewswire
Alkami to Present at Citizens JMP Technology Conference
February 23, 2024
From
Alkami Technology, Inc.
Via
GlobeNewswire
Alkami to Announce Fourth Quarter 2023 Financial Results
February 14, 2024
From
Alkami Technology, Inc.
Via
GlobeNewswire
Alkami to Present at Barclays Global Technology Conference
November 29, 2023
From
Alkami Technology, Inc.
Via
GlobeNewswire
Alkami to Present at Stephens Annual Investment Conference
November 09, 2023
From
Alkami Technology, Inc.
Via
GlobeNewswire
Alkami Announces Third Quarter 2023 Financial Results
November 01, 2023
From
Alkami Technology, Inc.
Via
GlobeNewswire
Alkami to Announce Third Quarter 2023 Financial Results
October 19, 2023
From
Alkami Technology, Inc.
Via
GlobeNewswire
Alkami Announces Second Quarter 2023 Financial Results
August 02, 2023
From
Alkami Technology, Inc.
Via
GlobeNewswire
Alkami to Announce Second Quarter 2023 Financial Results
July 24, 2023
From
Alkami Technology, Inc.
Via
GlobeNewswire
Alkami to Present at Upcoming Investor Conference
May 31, 2023
From
Alkami Technology, Inc.
Via
GlobeNewswire
Alkami to Present at Upcoming Investor Conferences
May 09, 2023
From
Alkami Technology, Inc.
Via
GlobeNewswire
Alkami Announces First Quarter 2023 Financial Results
May 03, 2023
From
Alkami Technology, Inc.
Via
GlobeNewswire
Alkami to Announce First Quarter 2023 Financial Results
April 24, 2023
From
Alkami Technology, Inc.
Via
GlobeNewswire
Alkami to Present at Upcoming Investor Conference
February 27, 2023
From
Alkami Technology, Inc.
Via
GlobeNewswire
Alkami Announces Fourth Quarter 2022 Financial Results
February 23, 2023
From
Alkami Technology, Inc.
Via
GlobeNewswire
Alkami to Announce Fourth Quarter 2022 Financial Results
February 13, 2023
From
Alkami Technology, Inc.
Via
GlobeNewswire
Alkami to Present at Upcoming Investor Conference
November 30, 2022
From
Alkami Technology, Inc.
Via
GlobeNewswire
Maria Alvarez Joins Alkami Board of Directors
November 22, 2022
From
Alkami Technology, Inc.
Via
GlobeNewswire
Alkami Announces Third Quarter 2022 Financial Results
November 03, 2022
From
Alkami Technology, Inc.
Via
GlobeNewswire
Alkami to Present at Upcoming Investor Conference
October 31, 2022
From
Alkami Technology, Inc.
Via
GlobeNewswire
Alkami to Announce Third Quarter 2022 Financial Results
October 18, 2022
From
Alkami Technology, Inc.
Via
GlobeNewswire
Alkami and Array Form Partnership to Help Banks and Credit Unions Increase Digital Engagement
June 09, 2022
From
Alkami Technology, Inc.
Via
Business Wire
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