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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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Alpha Modus Holdings, Inc. - Warrant
(NQ:
AMODW
)
0.0500
-0.0100 (-16.67%)
Streaming Delayed Price
Updated: 3:52 PM EST, Dec 26, 2025
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Press Releases about Alpha Modus Holdings, Inc. - Warrant
< Previous
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Alpha Modus Signs Pilot With Major National Retailer to Deploy ~100 AlphaCash Kiosks, Opening Scalable Pathway Toward 1,000s Of Targeted Locations Nationwide
December 05, 2025
Q1 2026 rollout to include coordinated joint-marketing efforts between Alpha Modus and the retailer, as AlphaCash enters stores for the first time
From
Alpha Modus Corp.
Via
GlobeNewswire
Alpha Modus Financial Services Partners with DolFinTech to Add Check Cashing and Money Transfer Capabilities to the AlphaCash Platform
November 18, 2025
From
Alpha Modus Corp.
Via
GlobeNewswire
Alpha Modus Files Patent Infringement Lawsuit Against H&M Over In-Store AI and Retail Intelligence Systems
December 03, 2025
Suit in Eastern District of Texas asserts five U.S. patents covering shopper analytics, inventory intelligence, personalized marketing, and automated checkout in H&M stores
From
Alpha Modus Corp.
Via
GlobeNewswire
Alpha Modus Secures Patent License and Expands AI-Retail Ecosystem Through New Authorized Reseller Agreement
November 10, 2025
From
Alpha Modus Corp.
Via
GlobeNewswire
Alpha Modus Files Coordinated Patent Enforcement Actions Against V-Count and Stratacache, Advancing the Standardization of In-Store AI Infrastructure
November 24, 2025
From
Alpha Modus Corp.
Via
GlobeNewswire
Alpha Modus and OptiSigns Settle Lawsuit
November 10, 2025
From
Alpha Modus Corp.
Via
GlobeNewswire
Alpha Modus Files Patent Infringement Lawsuit Against Inditex and Zara in the Eastern District of Texas
November 19, 2025
From
Alpha Modus Corp.
Via
GlobeNewswire
Alpha Modus Files Patent-Infringement Lawsuit Against Adroit Worldwide Media (AWM) Over Cashierless and Smart-Shelf Technologies
November 05, 2025
From
Alpha Modus Corp.
Via
GlobeNewswire
Alpha Modus Financial Services Partners with TransPecos Banks and Synctera to Power Embedded Financial Services for the AlphaCash Platform
November 17, 2025
From
Alpha Modus Corp.
Via
GlobeNewswire
Alpha Modus Holdings, Inc. (NASDAQ: AMOD) To Launch AlphaCash, Appoints Puneet “Pete” Vij as VP of Technology to Lead Nationwide Rollout
October 27, 2025
New subsidiary Alpha Modus Financial Services to drive multi-year national deployment of AI-powered financial kiosks in partnership with Uptiq
From
Alpha Modus Corp.
Via
GlobeNewswire
Alpha Modus Escalates AI-Retail Enforcement Campaign as New Lawsuit Advances Plan to Dominate AI-for-Retail
November 14, 2025
From
Alpha Modus Corp.
Via
GlobeNewswire
Alpha Modus Rings Up 7‑Eleven for Eight Counts of Patent Infringement
October 24, 2025
From
Alpha Modus Corp.
Via
GlobeNewswire
Alpha Modus Files Amended Patent Infringement Complaint Against The Kroger Co., Expanding to Nine Patents Covering AI Retail Systems
November 12, 2025
Amended filing in the Eastern District of Texas broadens Alpha Modus’s retail AI patent claims following its 2025 settlement with Kroger, covering enterprise-wide in‑store and analytics platforms...
From
Alpha Modus Corp.
Via
GlobeNewswire
Alpha Modus CEO: “Welcome the Shorts — We’ll Prove Our Commercial Traction”
October 20, 2025
From
Alpha Modus Corp.
Via
GlobeNewswire
Alpha Modus Files Patent Infringement Lawsuit Against Lowe’s for Unauthorized Use of AI Retail Technology
October 14, 2025
From
Alpha Modus Corp.
Via
GlobeNewswire
Alpha Modus Escalates Patent Enforcement Offensive Targeting Global Retail Tech Giants
October 07, 2025
From
Alpha Modus Corp.
Via
GlobeNewswire
Alpha Modus Launches Patent Infringement Suit Against RetailNext — Targeting Use of AI Technologies in Global Retail Analytics
September 26, 2025
From
Alpha Modus Corp.
Via
GlobeNewswire
Alpha Modus Expands Patent Arsenal as USPTO Grants New Patent, Protecting AI Retail Systems Tracking Products and Customer Behavior at Point of Sale
September 24, 2025
From
Alpha Modus Corp.
Via
GlobeNewswire
Alpha Modus Sues Mood Media in Major Patent Fight Over AI Retail Tech Reaching 165 Million Consumers Daily
September 22, 2025
From
Alpha Modus Corp.
Via
GlobeNewswire
Alpha Modus Declares Patent Minefield: Allerin Steps on All Ten
September 15, 2025
Alpha Modus Files Patent Infringement Lawsuit Against Allerin Tech Pvt. Ltd. in the Eastern District of Texas
From
Alpha Modus Corp.
Via
GlobeNewswire
Alpha Modus Files Patent Infringement Lawsuit Against MNTN, Inc. in the Western District of Texas
September 12, 2025
From
Alpha Modus Corp.
Via
GlobeNewswire
Alpha Modus to Present at H.C. Wainwright 27th Annual Global Investment Conference
September 09, 2025
From
Alpha Modus Corp.
Via
GlobeNewswire
Alpha Modus Files Patent Infringement Lawsuit Against Creative Realities, Inc., Reinforcing Its Leadership in AI-Driven Retail Innovation
September 05, 2025
From
Alpha Modus Corp.
Via
GlobeNewswire
Alpha Modus Strikes Kroger Again: Major Patent Infringement Lawsuit Filed Targeting Kroger’s Digital Retail Ecosystem
September 02, 2025
From
Alpha Modus Corp.
Via
GlobeNewswire
Alpha Modus Files Patent Infringement Lawsuit Against A2Z Cust2Mate Solutions Corp., Defending Core AI Retail Innovations
August 27, 2025
From
Alpha Modus Corp.
Via
GlobeNewswire
Alpha Modus Files Patent Infringement Lawsuit Against Cooler Screens
August 25, 2025
From
Alpha Modus Corp.
Via
GlobeNewswire
Alpha Modus Settles Lawsuit Against Walgreens Over In-Store Technology Patents
August 21, 2025
From
Alpha Modus Corp.
Via
GlobeNewswire
Alpha Modus To Expand Retail Ecosystem in Strategic Partnership With VSBLTY Groupe Technologies
August 20, 2025
From
Alpha Modus Corp.
Via
GlobeNewswire
Alpha Modus Agrees to Preferred Stock Exchange to Eliminate ~$41 Million in Mezzanine Equity, Strengthening Balance Sheet, and Fully Aligning Insider Interests
August 18, 2025
From
Alpha Modus Corp.
Via
GlobeNewswire
Alpha Modus Holdings Inc. (NASDAQ: AMOD) Eliminates Variable Rate Debt and Finalizes Capital Structure Cleanup
July 24, 2025
From
Alpha Modus Corp.
Via
GlobeNewswire
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