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home
about us
Investment Approach
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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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HUTCHMED (China) Limited - American Depositary Shares
(NQ:
HCM
)
13.85
UNCHANGED
Streaming Delayed Price
Updated: 4:00 PM EST, Mar 6, 2026
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Press Releases about HUTCHMED (China) Limited - American Depositary Shares
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Intended Retirement of Independent Non-executive Director and changes of composition of board committees
March 06, 2026
From
HUTCHMED (China) Limited
Via
GlobeNewswire
HUTCHMED Reports 2025 Full Year Results and Business Updates
March 05, 2026
From
HUTCHMED (China) Limited
Via
GlobeNewswire
HUTCHMED Initiates Global Trial of PI3K/PIKK-EGFR ATTC Candidate HMPL-A580 in Patients with Solid Tumors
March 04, 2026
From
HUTCHMED (China) Limited
Via
GlobeNewswire
HUTCHMED to Announce 2025 Final Results
February 06, 2026
From
HUTCHMED (China) Limited
Via
GlobeNewswire
HUTCHMED Highlights Publication of Phase III SACHI Results in The Lancet
January 13, 2026
From
HUTCHMED (China) Limited
Via
GlobeNewswire
HUTCHMED Announces Positive Topline Results of Phase III Part of ESLIM-02 Trial of Sovleplenib for Warm Antibody Autoimmune Hemolytic Anemia in China
January 06, 2026
From
HUTCHMED (China) Limited
Via
GlobeNewswire
HUTCHMED Initiates Phase III Stage of the Ongoing Trial of the Combination of Surufatinib and Camrelizumab for Treatment-Naïve Pancreatic Ductal Adenocarcinoma
January 04, 2026
From
HUTCHMED (China) Limited
Via
GlobeNewswire
HUTCHMED Announces NDA Acceptance in China with Priority Review Status for Savolitinib for the treatment of Gastric Cancer Patients with MET Amplification
December 30, 2025
From
HUTCHMED (China) Limited
Via
GlobeNewswire
HUTCHMED Announces NDA Acceptance in China with Priority Review Status for Fanregratinib in Second-Line Intrahepatic Cholangiocarcinoma
December 29, 2025
From
HUTCHMED (China) Limited
Via
GlobeNewswire
HUTCHMED Initiates Global Clinical Development of ATTC Candidate HMPL-A251 in Patients with Solid Tumors
December 16, 2025
From
HUTCHMED (China) Limited
Via
GlobeNewswire
HUTCHMED Announces Expanded Coverage on National Reimbursement Drug List and Inclusion in the First Commercial Insurance Drug List in China
December 07, 2025
From
HUTCHMED (China) Limited
Via
GlobeNewswire
HUTCHMED Highlights Clinical Data to be Presented at the 2025 ESMO Asia Congress and the 2025 ASH Annual Meeting
November 26, 2025
From
HUTCHMED (China) Limited
Via
GlobeNewswire
Deutsche Bank ADR Virtual Investor Conference: Presentations Now Available for Online Viewing
November 05, 2025
Company Executives Share Vision and Answer Questions at VirtualInvestorConferences.com
From
Virtual Investor Conferences
Via
GlobeNewswire
HUTCHMED Announces Enrollment Completed of SAFFRON Global Phase III Trial of ORPATHYS® and TAGRISSO® Combination for Certain Lung Cancer Patients with MET Overexpression and/or Amplification After Progression on TAGRISSO®
November 04, 2025
From
HUTCHMED (China) Limited
Via
GlobeNewswire
HUTCHMED Highlights Pipeline and Business Progress at R&D Updates Event
November 02, 2025
From
HUTCHMED (China) Limited
Via
GlobeNewswire
CORRECTION -- International companies to host live webcasts at Deutsche Bank’s Depositary Receipts Virtual Investor Conference on November 04, 2025
October 31, 2025
From
Virtual Investor Conferences
Via
GlobeNewswire
International companies to host live webcasts at Deutsche Bank’s Depositary Receipts Virtual Investor Conference on November 04, 2025
October 30, 2025
From
Virtual Investor Conferences
Via
GlobeNewswire
HUTCHMED Highlights HMPL-A251 Data Presented at the AACR-NCI-EORTC International Conference on Molecular Targets and Cancer Therapeutics
October 22, 2025
From
HUTCHMED (China) Limited
Via
GlobeNewswire
HUTCHMED Announces Appointment of Independent Non-executive Director and Member of Board Committee
October 14, 2025
From
HUTCHMED (China) Limited
Via
GlobeNewswire
HUTCHMED Highlights FRUSICA-2 Registration Trial Data to be Presented at the 2025 ESMO Congress
October 13, 2025
The fruquintinib and sintilimab combination demonstrated significant PFS improvements in advanced renal cell carcinoma patients after progression on first-line therapies
From
HUTCHMED (China) Limited
Via
GlobeNewswire
HUTCHMED Highlights Clinical Data to be Presented at the ESMO Congress 2025
October 01, 2025
From
HUTCHMED (China) Limited
Via
GlobeNewswire
Save the Date: HUTCHMED to Present R&D Updates on October 31, 2025
September 11, 2025
— HUTCHMED will host in-person presentation and online webinar on Friday, October 31 —
From
HUTCHMED (China) Limited
Via
GlobeNewswire
HUTCHMED Highlights Clinical Data to be Presented at the 2025 World Conference of Lung Cancer and the CSCO Annual Meeting 2025
September 04, 2025
From
HUTCHMED (China) Limited
Via
GlobeNewswire
HUTCHMED Announces Appointment of Acting Chief Executive Officer
August 24, 2025
From
HUTCHMED (China) Limited
Via
GlobeNewswire
HUTCHMED Completes Patient Enrollment of SANOVO Phase III Trial of ORPATHYS® and TAGRISSO® Combination as a First-Line Therapy for Certain Lung Cancer Patients in China
August 19, 2025
From
HUTCHMED (China) Limited
Via
GlobeNewswire
HUTCHMED Reports 2025 Interim Results
August 07, 2025
From
HUTCHMED (China) Limited
Via
GlobeNewswire
HUTCHMED to Announce 2025 Half-Year Financial Results
July 03, 2025
From
HUTCHMED (China) Limited
Via
GlobeNewswire
HUTCHMED Announces China Approval for ORPATHYS® in Combination with TAGRISSO® for the Treatment of Lung Cancer Patients with MET Amplification After Progression on First-Line EGFR Inhibitor Therapy
June 30, 2025
From
HUTCHMED (China) Limited
Via
GlobeNewswire
HUTCHMED and Innovent Jointly Announce NDA Acceptance in China for Fruquintinib Combination with Sintilimab for the Treatment of Advanced Renal Cell Carcinoma
June 04, 2025
From
HUTCHMED (China) Limited
Via
GlobeNewswire
HUTCHMED Highlights SACHI Phase III Study Data Presented at the 2025 ASCO Annual Meeting
June 01, 2025
From
HUTCHMED (China) Limited
Via
GlobeNewswire
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