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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
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Aptorum Group Limited - Class A Ordinary Shares
(NQ:
APM
)
1.060
UNCHANGED
Streaming Delayed Price
Updated: 4:00 PM EST, Dec 31, 2025
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Press Releases about Aptorum Group Limited - Class A Ordinary Shares
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DiamiR Biosciences and Aptorum Group Announce Two Abstracts Accepted for Presentation at the Clinical Trials on Alzheimer’s Disease (CTAD) 2025 Conference
November 19, 2025
From
Aptorum Group Ltd
Via
GlobeNewswire
Aptorum Group Limited Announces Up To $6 Million Registered Direct Offering
October 10, 2025
From
Aptorum Group Ltd
Via
GlobeNewswire
As part of the planned merger with DiamiR Biosciences, Aptorum Group will expand its board and management team with seasoned executives
October 09, 2025
From
Aptorum Group Ltd
Via
GlobeNewswire
Aptorum Group Ltd. (NASDAQ: APM) Leading the Way in Wednesday Trading Based on Percentage Gain
March 06, 2024
Via
Investor Brand Network
Aptorum Group Ltd. (NASDAQ: APM) Leading the Way in Friday Trading Based on Percentage Gain
August 25, 2023
Via
Investor Brand Network
Aptorum Group and DiamiR Biosciences to Present at the H.C. Wainwright 27th Annual Global Investment Conference
September 05, 2025
From
Aptorum Group Ltd
Via
GlobeNewswire
DiamiR Biosciences and Aptorum Group Announce New York State Approval for DiamiR’s APOE Genotyping Test
August 21, 2025
From
Aptorum Group Ltd
Via
GlobeNewswire
Aptorum Group Limited Regains Compliance with NASDAQ’s Minimum Bid Price Requirement
August 04, 2025
From
Aptorum Group Ltd
Via
GlobeNewswire
Aptorum Group Limited and DiamiR Biosciences Enter into Definitive Merger Agreement
July 16, 2025
From
Aptorum Group Ltd
Via
GlobeNewswire
Aptorum Group Limited Announces Receipt of Nasdaq Notification Regarding Minimum Bid Price Deficiency
April 16, 2025
From
Aptorum Group Ltd
Via
GlobeNewswire
Aptorum Group Limited Announces Pricing of $3.0 Million Registered Direct Offering
January 02, 2025
From
Aptorum Group Ltd
Via
GlobeNewswire
Aptorum Group Limited Reports Financial Results and Business Update for the Six Months Ended June 30, 2024
December 20, 2024
From
Aptorum Group Limited
Via
Business Wire
Aptorum Group Limited Reports 2023 Fiscal Year End Financial Results and Provides Business Update
April 30, 2024
From
Aptorum Group Limited
Via
Business Wire
Aptorum Group Ltd. (NASDAQ: APM) is One of Thursday Morning’s Most Active Stocks
March 14, 2024
Via
Investor Brand Network
Aptorum Group Ltd Announces Entering into an Agreement and Plan of Merger with YOOV Group Holding Ltd and a Split-off Agreement to Separate its Legacy Business
March 06, 2024
From
Aptorum Group Limited
Via
Business Wire
Aptorum Group Limited Reports Financial Results and Business Update for the Six Months Ended June 30, 2023
December 22, 2023
From
Aptorum Group Limited
Via
Business Wire
Aptorum Group Limited Announces Results of 2023 Annual General Meeting of Shareholders
December 21, 2023
From
Aptorum Group Limited
Via
Business Wire
Aptorum Group Limited to Hold Annual General Meeting of Shareholders on December 20, 2023
November 16, 2023
From
Aptorum Group Limited
Via
Business Wire
Aptorum Group Receives Nasdaq Approval to Transfer Listing to Nasdaq Capital Markets
August 10, 2023
From
Aptorum Group Limited
Via
Business Wire
Aptorum Group Updates on a Phase 1b/2a Clinical Trial for Repurposed Small Molecule Drug SACT-1 for Neuroblastoma
June 22, 2023
From
Aptorum Group Limited
Via
Business Wire
Aptorum Group Limited Announces Voluntary Delisting from Euronext Paris
June 09, 2023
From
Aptorum Group Limited
Via
Business Wire
Aptorum Group Receives Nasdaq Notification of Minimum Stockholders’ Equity Deficiency
May 05, 2023
From
Aptorum Group Limited
Via
Business Wire
Aptorum Therapeutics Limited Enters Into Letter of Intent and Term Sheet with Universal Sequencing Technology Corporation to Merge with Aptorum Group’s Subsidiary Paths Innovations Limited
May 01, 2023
From
Aptorum Group Limited
Via
Business Wire
Aptorum Group Limited Reports 2022 Fiscal Year End Financial Results and Provides Business Update
April 28, 2023
From
Aptorum Group
Via
Business Wire
Aptorum Group Enters into Letter of Intent and Term Sheet To Acquire U Group
March 27, 2023
From
Aptorum Group Limited
Via
Business Wire
Aptorum Group Limited and ASP Isotopes Inc. Interviews to Air on Bloomberg U.S. on the RedChip Money Report(R)
March 17, 2023
Via
ACCESSWIRE
Aptorum Group Announces Completion of Pre-IND Discussions with US FDA on its ALS-4, a First-in-Class Small Molecule Drug Targeting Methicillin Resistant Staphylococcus Aureus
March 03, 2023
From
Aptorum Group Limited
Via
Business Wire
Aptorum Group Announces Completion of End of Phase 1 (EOP1) Meeting with US FDA on its SACT-1, a Repurposed Small Molecule Drug Targeting Neuroblastoma
March 03, 2023
From
Aptorum Group Limited
Via
Business Wire
Aptorum Group Launches NativusWell®, a Novel Nutraceutical for Menopause, in China
March 02, 2023
From
Aptorum Group Limited
Via
Business Wire
Aptorum Group Regains Compliance with Nasdaq Minimum Bid Price and Receives Nasdaq Notification of Minimum Market Value of Publicly Held Shares Deficiency
February 10, 2023
From
Aptorum Group Limited
Via
Business Wire
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