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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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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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ExlService Holdings, Inc. - Common Stock
(NQ:
EXLS
)
43.30
UNCHANGED
Streaming Delayed Price
Updated: 4:00 PM EST, Dec 26, 2025
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Press Releases about ExlService Holdings, Inc. - Common Stock
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EXL promotes seasoned insurance executive Raghav Jaggi
December 22, 2025
From
EXL
Via
GlobeNewswire
EXL Announces Share Repurchase of 1,551,970 Shares
December 15, 2025
From
EXL
Via
GlobeNewswire
EXL completes migration of LifePRO Digital Suite® platforms to AWS
December 11, 2025
From
EXL
Via
GlobeNewswire
Data and AI Leader EXL to host ‘IdeaTank’ innovation event at the Nasdaq MarketSite
November 25, 2025
From
EXL
Via
GlobeNewswire
EXL named a Leader in Everest Group’s 2025 Clinical and Care Management Operations PEAK Matrix® Assessment
November 20, 2025
From
ExlService Holdings, Inc.
Via
GlobeNewswire
EXL named a Leader in Everest Group Property and Casualty (P&C) Insurance BPS PEAK Matrix® Assessment 2025
November 06, 2025
From
ExlService Holdings, Inc.
Via
GlobeNewswire
EXL named a Leader in 2025 ISG Provider Lens® Generative AI Services Global Report
November 04, 2025
From
ExlService Holdings, Inc.
Via
GlobeNewswire
EXL Reports 2025 Third Quarter Results
October 28, 2025
From
ExlService Holdings, Inc.
Via
GlobeNewswire
EXL and Schneider streamline trucking logistics with AI-powered digital transformation
October 22, 2025
Innovation delivers over 50% faster scheduling and 24% lower cost, delivering superior experience for drivers and customers
From
ExlService Holdings, Inc.
Via
GlobeNewswire
EXL announces appointment of Patrick Geraghty to Board of Directors
October 20, 2025
From
ExlService Holdings, Inc.
Via
GlobeNewswire
EXL wins industry recognition for digital lending innovation in point-of-sale financing
October 16, 2025
Breakthrough digital transformation initiative recognized as the Winner in IDC FinTech Results program
From
ExlService Holdings, Inc.
Via
GlobeNewswire
EXL Schedules Third Quarter 2025 Financial Results Conference Call
October 08, 2025
From
ExlService Holdings, Inc.
Via
GlobeNewswire
EXL unveils EXLdata.ai with launch partner Databricks: First-of-its-kind agentic AI-native suite of data solutions to solve enterprises’ biggest challenge in making data ready for AI
October 07, 2025
Unifies complex data ecosystems to accelerate AI in the workflow
From
ExlService Holdings, Inc.
Via
GlobeNewswire
EXL Named a Leader in NelsonHall’s 2025 NEAT Evaluation for Property & Casualty Operations: Analytics & AI
September 30, 2025
From
ExlService Holdings, Inc.
Via
GlobeNewswire
EXL Recognized as a Leader by Everest Group in its Healthcare Data, Analytics and AI Services PEAK Matrix® Assessment 2025
September 17, 2025
From
ExlService Holdings, Inc.
Via
GlobeNewswire
EXL teams with InsureMO to help insurers modernize data architecture and speed AI integration
September 10, 2025
New offering enables insurers to launch new products faster, reduce operational costs and modernize core systems without disruption
From
ExlService Holdings, Inc.
Via
GlobeNewswire
EXL releases sixth annual Sustainability Report
September 09, 2025
Employee volunteering and giving saw participation from more than 31,000 team members
From
ExlService Holdings, Inc.
Via
GlobeNewswire
EXL to participate in Citi Global TMT Conference in New York
August 28, 2025
From
ExlService Holdings, Inc.
Via
GlobeNewswire
EXL opens new Headquarters for International Business and Launches AI Innovation Lab in Dublin
August 11, 2025
Company plans to hire 60 new AI-skilled roles, as part of its goal to create 200 high-impact jobs
From
ExlService Holdings, Inc.
Via
GlobeNewswire
EXL Recognized as Market Leader in HFS Research Insurance Services Report
August 06, 2025
From
ExlService Holdings, Inc.
Via
GlobeNewswire
EXL and Genesys collaborate to transform customer experiences with AI-driven insights and intelligent orchestration
July 30, 2025
EXL is a premium Genesys AppFoundry partner, bringing advanced data, AI, and domain expertise to the experience orchestration engine
From
ExlService Holdings, Inc.
Via
GlobeNewswire
EXL announces $125 million accelerated share repurchase program
July 29, 2025
From
ExlService Holdings, Inc.
Via
GlobeNewswire
EXL Reports 2025 Second Quarter Results
July 29, 2025
From
ExlService Holdings, Inc.
Via
GlobeNewswire
EXL Recognized as Market Leader by Everest Group in its Group Life Insurance and Benefits Core Technology Products PEAK Matrix® Assessment 2025 – North America
July 23, 2025
From
ExlService Holdings, Inc.
Via
GlobeNewswire
EXL announces availability of EXL Code Harbor™ and EXL Smart Agent Assist™ in the new AWS Marketplace AI Agents and Tools category
July 16, 2025
From
ExlService Holdings, Inc.
Via
GlobeNewswire
EXL Schedules Second Quarter 2025 Financial Results Conference Call
July 15, 2025
From
ExlService Holdings, Inc.
Via
GlobeNewswire
EXL named a Leader in Everest Group Data and AI Services Specialists PEAK Matrix® Assessment 2025
July 07, 2025
From
ExlService Holdings, Inc.
Via
GlobeNewswire
EY US announces Rohit Kapoor of EXL as an Entrepreneur Of The Year® 2025 New York Award winner
June 24, 2025
Celebrating the bold leaders shaping the future through the world’s most ground-breaking companies
From
ExlService Holdings, Inc.
Via
GlobeNewswire
EXL achieves the AWS Generative AI Competency
June 03, 2025
EXL expands its digital reach with five innovative solutions now available in AWS Marketplace, empowering business to unlock faster, smarter, data and AI-driven transformation
From
ExlService Holdings, Inc.
Via
GlobeNewswire
EXL partners with Databricks to launch Gen-AI powered code migration accelerator
May 30, 2025
EXL Code Harbor™ solution speeds code migration from SAS to Databricks with up to 80% reduction in manual effort
From
ExlService Holdings, Inc.
Via
GlobeNewswire
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