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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
Featured Quarterly Newsletter
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MDB Capital Holdings, LLC - Class A common
(NQ:
MDBH
)
3.520
UNCHANGED
Streaming Delayed Price
Updated: 2:40 PM EST, Jan 9, 2026
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Press Releases about MDB Capital Holdings, LLC - Class A common
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MDB Capital Holdings Provides Third Quarter 2025 Update
November 20, 2025
Management to Host Conference Call Today at 4:30 p.m. ET
From
MDB Capital Holdings, LLC
Via
GlobeNewswire
MDB Capital Holdings to Host Third Quarter 2025 Update Conference Call on Thursday November 20, 2025, at 4:30 p.m. Eastern Time
November 11, 2025
From
MDB Capital Holdings, LLC
Via
GlobeNewswire
New PatentVest Pulse Report Maps the Competitive and IP Landscape of the $133B Cardiac Diagnostics Market
October 28, 2025
Designed for investors, board members, and CEOs, the latest PatentVest Pulse report offers a strategic view of who’s leading and why in the rapidly evolving cardiac diagnostics market
From
PatentVest, Inc.
Via
GlobeNewswire
MDB Capital Holdings to Host Fourth Quarter and Full Year 2024 Results Conference Call on Monday March 31, 2025, at 4:30 p.m. Eastern Time
March 24, 2025
From
MDB Capital Holdings, LLC
Via
GlobeNewswire
PatentVest Welcomes Dr. Sarah Cork as Senior Patent Attorney, Expanding Life Sciences IP Leadership
September 24, 2025
From
PatentVest, Inc.
Via
GlobeNewswire
MDB Capital Holdings Provides Second Quarter 2025 Update
August 27, 2025
Management to Host Conference Call Today at 4:30 p.m. ET
From
MDB Capital Holdings, LLC
Via
GlobeNewswire
PatentVest and Docana Announce Strategic Partnership to Accelerate IP Strategy and AI Innovation
August 27, 2025
From
PatentVest, Inc.
Via
GlobeNewswire
PatentVest Releases First-Ever Quantum Computing Rankings
August 19, 2025
Designed for investors, board members, and CEOs, the latest PatentVest Pulse Report reveals which companies are emerging as true leaders as quantum computing shifts from R&D to commercialization
From
PatentVest, Inc.
Via
GlobeNewswire
MDB Capital Holdings to Host Second Quarter 2025 Update Conference Call on Wednesday August 27, 2025, at 4:30 p.m. Eastern Time
August 14, 2025
From
MDB Capital Holdings, LLC
Via
GlobeNewswire
New PatentVest Pulse Report Maps the Competitive and IP Landscape of the $188B Surgical Robotics Market
July 10, 2025
Designed for investors, board members, and CEOs, the latest PatentVest Pulse reveals who’s actually leading and why in one of the most underpenetrated markets in medtech
From
PatentVest, Inc.
Via
GlobeNewswire
MDB Capital Holdings Announces Transitions In Its Board of Directors
June 02, 2025
Matthew Hayden transitions to new strategic role; Dan Torpey appointed Audit Committee Chair
From
MDB Capital Holdings, LLC
Via
GlobeNewswire
MDB Capital Holdings Provides First Quarter 2025 Update
May 21, 2025
Management to Host Conference Call Today at 4:30 p.m. ET
From
MDB Capital Holdings, LLC
Via
GlobeNewswire
New PatentVest Pulse Report Reveals IP Gaps in Billion-Dollar Humanoid Robotics Startups
May 14, 2025
Despite rising valuations, most humanoid robotics startups remain underprotected—leaving long-term value at risk
From
PatentVest, Inc.
Via
GlobeNewswire
MDB Capital Holdings to Host First Quarter 2025 Results Conference Call on Wednesday May 21, 2025, at 4:30 p.m. Eastern Time
May 14, 2025
From
MDB Capital Holdings, LLC
Via
GlobeNewswire
New PatentVest Pulse Report Maps the Competitive and IP Landscape of the $400B Brain-Computer Interface (BCI) Market
April 01, 2025
Designed for investors, board members, and CEOs, the latest PatentVest Pulse offers a strategic view of who’s winning—and why—in the emerging BCI market
From
PatentVest, Inc.
Via
GlobeNewswire
MDB Capital Holdings Provides Fourth Quarter and Full Year 2024 Update
March 31, 2025
Management to Host Conference Call Today at 4:30 p.m. ET
From
MDB Capital Holdings, LLC
Via
GlobeNewswire
New PatentVest Pulse Report Reveals Transformative Trends in the AI Data Center Patent Race
March 05, 2025
•China accounts for 77% of all AI data center patent filings globally, with five of the top patent holders hailing from China - underlining its dominant position in next-generation AI infrastructure
From
PatentVest, Inc.
Via
GlobeNewswire
eXoZymes Announces Nasdaq Bell Ringing to Commemorate Initial Public Offering
February 19, 2025
From
eXoZymes Inc.
Via
GlobeNewswire
Rebranding Invizyne to eXoZymes Signifies a Sustainable Paradigm Shift in Chemical Production Leveraging AI-Engineered Enzymes
February 12, 2025
From
eXoZymes Inc.
Via
GlobeNewswire
Invizyne Technologies Announces Name Change to eXoZymes, Inc. and New Ticker Symbol
February 10, 2025
Trading Under New Ticker of “EXOZ” Expected to Begin February 12, 2025
From
Invizyne Technologies, Inc.
Via
GlobeNewswire
Rethinking Diabetes Care: PatentVest Pulse Unveils Key Insights on the Expanding CGM Market and the Innovations Driving Change
January 07, 2025
From
PatentVest, Inc.
Via
GlobeNewswire
MDB Capital Holdings Provides Third Quarter 2024 Update
November 21, 2024
Management to Host Conference Call Today at 4:30 p.m. ET
From
MDB Capital Holdings, LLC
Via
GlobeNewswire
Invizyne Technologies Selected for $2 Million Project to Advance Sustainable Aviation Fuel Capabilities
November 19, 2024
Project is part of the U.S. Department of Defense’s BioMADE initiative to support U.S. bioindustrial manufacturing innovations and workforce development
From
Invizyne Technologies, Inc.
Via
GlobeNewswire
MDB Capital Holdings to Host Third Quarter 2024 Results Conference Call on Thursday November 21, 2024, at 4:30 p.m. Eastern Time
November 15, 2024
From
MDB Capital Holdings, LLC
Via
GlobeNewswire
Invizyne Technologies Announces Closing of Initial Public Offering
November 14, 2024
From
Invizyne Technologies, Inc.
Via
GlobeNewswire
Invizyne’s Nasdaq IPO Marks New Era of Biomanufacturing
November 13, 2024
Underlying technology demonstrates the use of enhanced enzyme systems outside of cells can bypass many of the limitations associated with traditional cell-based synthetic biology
From
Invizyne Technologies, Inc.
Via
GlobeNewswire
Invizyne Technologies Begins Trading on NASDAQ
November 13, 2024
Next Generation Synthetic Biology Company Will Trade Under Ticker Symbol "IZTC"
From
Invizyne Technologies, Inc.
Via
GlobeNewswire
Invizyne Technologies to Begin Trading on NASDAQ on November 13, 2024
November 12, 2024
Next Generation Synthetic Biology Company Will Trade Under Ticker Symbol "IZTC"
From
Invizyne Technologies, Inc.
Via
GlobeNewswire
Invizyne Technologies Announces Pricing of $15 Million Initial Public Offering
November 11, 2024
Shares to Begin Trading on NASDAQ on November 12, 2024, Under the Ticker Symbol “IZTC”
From
Invizyne Technologies, Inc.
Via
GlobeNewswire
MDB Capital Teams with TCA Venture Group to Bring New Insights and Public Venture Opportunities to Angel Investors
October 16, 2024
From
MDB Capital Holdings, LLC
Via
GlobeNewswire
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