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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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FIP
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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Intapp, Inc. - Common Stock
(NQ:
INTA
)
46.52
-1.00 (-2.10%)
Streaming Delayed Price
Updated: 4:00 PM EST, Dec 30, 2025
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Press Releases about Intapp, Inc. - Common Stock
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Intapp to host Investor Day on February 25, 2026
December 16, 2025
From
Intapp, Inc.
Via
Business Wire
Intapp to participate in upcoming investor conference
November 25, 2025
From
Intapp, Inc.
Via
Business Wire
Intapp DealCloud named Deal Origination Solution of the Year: Credit at the 2025 Private Equity Wire U.S. Awards
November 07, 2025
From
Intapp, Inc.
Via
Business Wire
Intapp announces first quarter fiscal year 2026 financial results
November 04, 2025
From
Intapp, Inc.
Via
Business Wire
Ostberg Sinclair & Co adopts Intapp Collaboration to activate collective firm intelligence
October 21, 2025
From
Intapp, Inc.
Via
Business Wire
Intapp to announce fiscal first quarter 2026 financial results on November 4, 2025
October 21, 2025
From
Intapp, Inc.
Via
Business Wire
Infinedi Partners chooses Intapp DealCloud to accelerate firm growth through AI innovation
September 16, 2025
From
Intapp, Inc.
Via
Business Wire
Intapp to participate in upcoming investor conference
September 02, 2025
From
Intapp, Inc.
Via
Business Wire
Dustin Sedgwick joins Intapp as Chief Marketing Officer
August 29, 2025
From
Intapp, Inc.
Via
Business Wire
Intapp announces $150 million stock repurchase program
August 12, 2025
From
Intapp, Inc.
Via
Business Wire
Intapp announces fourth quarter and fiscal year 2025 financial results
August 12, 2025
From
Intapp, Inc.
Via
Business Wire
New Intapp Time release delivers advanced GenAI capabilities that help firms maximize revenue and payment velocity
August 11, 2025
From
Intapp, Inc.
Via
Business Wire
Intapp to announce fiscal fourth quarter and fiscal year 2025 financial results on August 12, 2025
July 29, 2025
From
Intapp, Inc.
Via
Business Wire
Trilegal employs Intapp Time to enhance timekeeping practices with AI-powered automation
July 01, 2025
From
Intapp, Inc.
Via
Business Wire
Intapp announces collaboration with Snowflake for enhanced analytics and industry insights
June 18, 2025
Joint clients can now unify data and apply analytics that inform deal-related decision-making and improve business outcomes
From
Intapp Inc.
Via
GlobeNewswire
Blank Rome adopts Intapp Intelligent Cloud to activate firmwide intelligence
June 24, 2025
Am Law 100 firm migrates compliance and time solutions to the cloud, and adds Intapp DealCloud and Intapp Billstream, to leverage AI capabilities and data-driven insights
From
Intapp Inc.
Via
GlobeNewswire
Gadens selects Intapp to comply with AML regulations in Australia
June 17, 2025
Leading Australian law firm will use Intapp compliance solutions to improve new business intake process
From
Intapp Inc.
Via
GlobeNewswire
Sills Cummis & Gross Uses Intapp Billstream to Bolster Revenue Management
June 10, 2025
From
Intapp
Via
Business Wire
Intapp to Participate in Upcoming Investor Conference
May 28, 2025
From
Intapp Inc.
Via
GlobeNewswire
MSCI and Intapp Are Partnering to Deliver Enhanced Private Capital Market Intelligence
May 21, 2025
From
MSCI Inc.
Via
Business Wire
72% of professionals report using AI at work, compared to just 48% in 2024
May 20, 2025
Intapp’s 2025 Tech Perceptions Survey finds a surge in AI adoption among accounting, consulting, finance, and legal professionals — with half using AI tools not authorized by their firm
From
Intapp Inc.
Via
GlobeNewswire
Intapp to Participate in Upcoming Investor Conference
May 08, 2025
From
Intapp Inc.
Via
GlobeNewswire
Intapp Announces Third Quarter Fiscal Year 2025 Financial Results
May 06, 2025
From
Intapp Inc.
Via
GlobeNewswire
Colin Biggers & Paisley selected Intapp Time to modernize timekeeping and compliance practices
April 29, 2025
Leading Australian law firm will use cloud-based Intapp Time to help lawyers work faster, reduce risk, and focus on delivering outstanding client outcomes
From
Intapp Inc.
Via
GlobeNewswire
Intapp to announce fiscal third quarter 2025 financial results on May 6, 2025
April 22, 2025
From
Intapp Inc.
Via
GlobeNewswire
Intapp announces plan to acquire TermSheet
April 11, 2025
Acquisition will create an advanced operating system with Applied AI to help improve returns for real assets investors, advisors, and operators
From
Intapp Inc.
Via
GlobeNewswire
Intapp DealCloud Activator launched to drive growth for professional services firms
February 26, 2025
New solution uses AI to embed business development enablement into professionals’ daily workflows and maximize the value of firm relationship networks
From
Intapp Inc.
Via
GlobeNewswire
Intapp announces Partner Forum 2025 Award winners
February 25, 2025
Awards celebrate our partners’ dedication to driving mutual clients’ success
From
Intapp Inc.
Via
GlobeNewswire
Intapp to Participate in Upcoming Investor Conference
February 24, 2025
From
Intapp Inc.
Via
GlobeNewswire
Intapp DealCloud named Deal Origination Solution of the Year: Credit at the Private Equity Wire European Awards 2025
February 20, 2025
Data and AI-powered solutions recognized for excellence among service providers in the European private equity market
From
Intapp Inc.
Via
GlobeNewswire
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