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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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Event Schedule
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Event Schedule
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Read FULL Seminar Here
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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
RSVP-Signup Form
MARKET RESEARCH
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Aurora Mobile Limited - American Depositary Shares
(NQ:
JG
)
6.328
-0.082 (-1.28%)
Streaming Delayed Price
Updated: 3:54 PM EST, Dec 26, 2025
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Press Releases about Aurora Mobile Limited - American Depositary Shares
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Aurora Mobile’s EngageLab Powers Mission-Critical Communications for Ecuador’s National Electoral Council
December 22, 2025
From
EngageLab
Via
GlobeNewswire
Aurora Mobile’s EngageLab Introduces Advanced Behavioral CAPTCHA to Strengthen Digital Security and User Experience
December 10, 2025
From
Aurora Mobile Limited
Via
GlobeNewswire
Aurora Mobile’s EngageLab Launches AI-Powered Customer Service Platform LiveDesk, Revolutionizing Enterprise Customer Experience
December 08, 2025
From
Aurora Mobile Limited
Via
GlobeNewswire
Aurora Mobile Partners with Fenbeitong to Enhance User Experience and Drive Engagement
November 28, 2025
From
Aurora Mobile Limited
Via
GlobeNewswire
Aurora MoonFox Data Shines at Hubbis Investment Forum Hong Kong - Exploring the Value of Chinese Alternative Data with Global Investment Leaders
November 21, 2025
From
MoonFox Data
Via
GlobeNewswire
Aurora Mobile and Super 8 Hotels Form Strategic Partnership to Enhance Guest Experience with Intelligent Messaging Solutions
November 20, 2025
From
Aurora Mobile Limited
Via
GlobeNewswire
MoonFox Data Launches New Financial Alternative Data Solution to Empower Investment Decisions Across Multiple Scenarios
November 14, 2025
From
MoonFox Data
Via
GlobeNewswire
Aurora Mobile Announces Up to US$10 Million Share Repurchase Program
November 13, 2025
From
Aurora Mobile Limited
Via
GlobeNewswire
Aurora Mobile Limited Announces Third Quarter 2025 Unaudited Financial Results
November 13, 2025
From
Aurora Mobile Limited
Via
GlobeNewswire
Aurora Mobile Brings EngageLab and GPTBots.ai to DXPO Fukuoka 2025, Accelerating Digital Transformation for Japanese Enterprises
November 03, 2025
From
Aurora Mobile Limited
Via
GlobeNewswire
Aurora Mobile Partners with Tuniu to Enhance Travel Experience with JPush Intelligent Messaging
October 31, 2025
From
Aurora Mobile Limited
Via
GlobeNewswire
Aurora Mobile to Report Third Quarter 2025 Financial Results on November 13, 2025
October 30, 2025
From
Aurora Mobile Limited
Via
GlobeNewswire
EngageLab Excels at E-Commerce Expo Asia 2025, Leading the Future of Omnichannel and AI-Powered Customer Engagement
October 15, 2025
From
EngageLab
Via
GlobeNewswire
From Tool to Ecosystem: Meta Dot Pioneers STEAM Education Innovation in Hong Kong, Powered by GPTBots.ai
October 14, 2025
From
GPTBots
Via
GlobeNewswire
Aurora Mobile Expands Global Enterprise Solutions Footprint with Enhanced Offerings for the Japanese Market
October 06, 2025
From
Aurora Mobile Limited
Via
GlobeNewswire
Q3 Virtual Investor Summit: On-Demand Presentations Now Available
September 30, 2025
Via
ACCESS Newswire
E-GetS Scales User Engagement Across SEA with EngageLab’s Omnichannel AppPush & WhatsApp Business Solutions
September 30, 2025
From
EngageLab
Via
GlobeNewswire
GPTBots.ai Partners with Thai Voice Tech Leader Tellvoice to Revolutionize AI Voice Applications
September 29, 2025
From
Aurora Mobile Limited
Via
GlobeNewswire
Aurora Mobile to Integrate Alibaba’s Newly Released Qwen Models to Advance Multimodal AI Capabilities
September 24, 2025
From
Aurora Mobile Limited
Via
GlobeNewswire
Powering Seamless Logistics: J&T Cargo Drives High-Efficiency Delivery with EngageLab AppPush
September 24, 2025
From
EngageLab
Via
GlobeNewswire
HKPC and GPTBots.ai: Joining Forces to Drive Intelligent Transformation for Hong Kong Enterprises
September 22, 2025
From
GPTBots
Via
GlobeNewswire
Presenting at the Investor Summit Q3 2025 on September 16; Watch the Live Stream for Free
September 16, 2025
Via
ACCESS Newswire
Shan-Nen Bong, CFO of Aurora Mobile Limited, to Present at Investor Summit Virtual on September 16, 2025
September 15, 2025
Via
ACCESS Newswire
GPTBots Launches AI Workspace 2.0 and Marketplace to Empower Every Employee with AI
September 08, 2025
From
GPTBots
Via
GlobeNewswire
GP Batteries Partners with GPTBots to Build a Global Intelligent Customer Service Network
September 01, 2025
From
GPTBots
Via
GlobeNewswire
GPTBots.ai Partners with GP Batteries to Build a Global Intelligent Customer Service Network
September 01, 2025
From
Aurora Mobile Limited
Via
GlobeNewswire
Aurora Mobile Limited Announces Second Quarter 2025 Unaudited Financial Results
August 28, 2025
From
Aurora Mobile Limited
Via
GlobeNewswire
GPTBots Announces Strategic Partnership with Vonosis to Accelerate Enterprise AI Adoption in Thailand
August 27, 2025
From
GPTBots
Via
GlobeNewswire
Aurora Mobile’s GPTBots.ai Partners with Thailand’s Digital Leader Vonosis to Accelerate Enterprise AI Adoption Across Healthcare, Retail and Manufacturing
August 27, 2025
From
Aurora Mobile Limited
Via
GlobeNewswire
Crafting Seamless Notifications: How EngageLab’s Chrome Extension WebPush Is Transforming User Engagement and Extension Efficiency
August 25, 2025
From
EngageLab
Via
GlobeNewswire
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