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home
about us
Investment Approach
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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
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Back Dated Performance Reports
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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Additional Information
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Event Schedule
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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
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Concentrix Corporation - Common Stock
(NQ:
CNXC
)
37.61
+0.65 (+1.76%)
Streaming Delayed Price
Updated: 4:00 PM EST, Dec 5, 2025
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Press Releases about Concentrix Corporation - Common Stock
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Concentrix is Named the Highest-Designated Leader in Everest Group’s B2B Sales Services PEAK Matrix® Assessment for Second Consecutive Year
November 18, 2025
Strategic use of AI technologies, broad partner ecosystem, and exceptional client-centric flexibility deliver high-impact B2B solutions
From
Concentrix Solutions Corporation
Via
GlobeNewswire
Concentrix Reports Third Quarter 2025 Results
September 25, 2025
From
Concentrix Solutions Corporation
Via
GlobeNewswire
Concentrix Launches Agentic Operating Framework™ to Help Enterprises Solve Key Issues Behind Failed AI Deployments
September 18, 2025
From
Concentrix Solutions Corporation
Via
GlobeNewswire
Concentrix Rises to a Leader and Star Performer in Everest Group’s Customer Experience Management (CXM) Services PEAK Matrix® Assessment 2025
September 16, 2025
New Milestone Marks Decades of Leading the Intelligent Transformation of Customer Experience
From
Concentrix Solutions Corporation
Via
GlobeNewswire
Concentrix Schedules Release of Third Quarter 2025 Financial Results and Investor Conference Call Webcast
September 11, 2025
From
Concentrix Solutions Corporation
Via
GlobeNewswire
Concentrix Named a Market Leader in Digital Marketing and Sales Services
September 08, 2025
HFS Research Report Recognizes Concentrix for Intelligent Transformation and Client Results
From
Concentrix Solutions Corporation
Via
GlobeNewswire
Concentrix Acquires SAI Digital to Supercharge its Digital Commerce and Customer Experience Tech Solutions
September 03, 2025
Further strengthening its technology capabilities in the Asia Pacific region
From
Concentrix Solutions Corporation
Via
GlobeNewswire
Concentrix to Present at Upcoming Investor Conferences
August 07, 2025
From
Concentrix Solutions Corporation
Via
GlobeNewswire
Concentrix Releases New iX Hero™ Agentic AI Features
July 30, 2025
New capabilities transform customer interactions, deliver tangible business results, and accelerate entry into new markets
From
Concentrix Solutions Corporation
Via
GlobeNewswire
Concentrix Releases 2025 Sustainability Report – ‘The Power of One’
June 30, 2025
A Bold Commitment to Power a Future That Works
From
Concentrix Solutions Corporation
Via
GlobeNewswire
Concentrix Reports Second Quarter 2025 Results
June 26, 2025
From
Concentrix Solutions Corporation
Via
GlobeNewswire
Concentrix Schedules Release of Second Quarter 2025 Financial Results and Webcast of Investor Conference Call
June 11, 2025
From
Concentrix Solutions Corporation
Via
GlobeNewswire
Concentrix Rises to #426 on the 2025 Fortune 500® List
June 02, 2025
From
Concentrix Solutions Corporation
Via
GlobeNewswire
Concentrix Launches iX Hero™ Agentic AI Apps to Solve Critical Pain Points of the Customer Experience
May 22, 2025
From
Concentrix Solutions Corporation
Via
GlobeNewswire
Concentrix Releases Independent Survey Results: Enterprise Priorities and Generative AI Adoption
May 15, 2025
Survey upends legacy thinking, with projected increases in outsourcing budgets; Blended AI-human models remain the dominant solution of choice.
From
Concentrix Solutions Corporation
Via
GlobeNewswire
Concentrix to Present at Upcoming Investor Conferences
May 12, 2025
From
Concentrix Solutions Corporation
Via
GlobeNewswire
Concentrix Launches CyberProtect Managed Service Offering
April 28, 2025
Company Builds on Decades of Expertise in Cybersecurity; Delivering AI-Driven Solutions to Help Businesses Scale Security Operations
From
Concentrix Solutions Corporation
Via
GlobeNewswire
Concentrix Named a Leader in Everest Group’s Trust and Safety Services PEAK Matrix® Assessment for Fifth Consecutive Year
April 22, 2025
Company recognized for strong market impact, advanced AI support services, and commitment to protecting digital platforms worldwide
From
Concentrix Solutions Corporation
Via
GlobeNewswire
Concentrix Reports First Quarter 2025 Results
March 26, 2025
From
Concentrix Solutions Corporation
Via
GlobeNewswire
Concentrix Schedules Release of First Quarter 2025 Financial Results and Webcast of Investor Conference Call
March 10, 2025
From
Concentrix Solutions Corporation
Via
GlobeNewswire
Introducing iX Hello™2.0: Smarter multi-modal customer facing assistants that are easy to create, customize and integrate across the enterprise
February 12, 2025
From
Concentrix Solutions Corporation
Via
GlobeNewswire
Concentrix Positioned as Highest Leader in Everest Group’s B2B Sales Services PEAK Matrix® Assessment 2024
January 29, 2025
Company recognized for strategic integration of AI technologies, comprehensive partner ecosystem, and exceptional client flexibility and scalability in B2B sales services
From
Concentrix Solutions Corporation
Via
GlobeNewswire
Concentrix Reports Fourth Quarter and Fiscal Year 2024 Results
January 15, 2025
From
Concentrix Solutions Corporation
Via
GlobeNewswire
Concentrix Schedules Release of Fourth Quarter and Full Year Fiscal 2024 Financial Results and Webcast of Investor Conference Call
January 02, 2025
From
Concentrix Solutions Corporation
Via
GlobeNewswire
Concentrix to share new insights on AI and intelligent experiences at Web Summit 2024
November 11, 2024
From
Concentrix Solutions Corporation
Via
GlobeNewswire
Concentrix Positioned as a Leader in Everest Group’s Customer Experience Management (CXM) Services PEAK Matrix® Assessment 2024
October 15, 2024
Company Recognized for its Innovation, Value and Portfolio of Solutions
From
Concentrix Solutions Corporation
Via
GlobeNewswire
Concentrix Introduces Intelligent Experience Technology Product Suite with Launch of iX Hello™
September 25, 2024
New Products Build on History of Innovation to Solve Business Challenges for the World’s Best Brands
From
Concentrix Corporation
Via
GlobeNewswire
Concentrix Reports Third Quarter 2024 Results
September 25, 2024
From
Concentrix Corporation
Via
GlobeNewswire
Concentrix Schedules Release of Third Quarter 2024 Financial Results and Webcast of Investor Conference Call
September 05, 2024
From
Concentrix Corporation
Via
GlobeNewswire
Concentrix Sets Bold Goals to Support People and Planet in New Sustainability Report
July 08, 2024
Company Aligns for Net Zero Carbon Footprint by 2050
From
Concentrix Corporation
Via
GlobeNewswire
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