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home
about us
Investment Approach
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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
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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
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
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Shoals Technologies Group, Inc. - Class A Common Stock
(NQ:
SHLS
)
10.51
+0.37 (+3.65%)
Streaming Delayed Price
Updated: 4:00 PM EDT, Oct 31, 2025
Add to My Watchlist
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Press Releases about Shoals Technologies Group, Inc. - Class A Common Stock
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Halper Sadeh LLC Encourages Shoals Technologies Group Inc. Shareholders to Contact the Firm to Discuss Their Rights
October 27, 2025
From
Halper Sadeh LLC
Via
Business Wire
Shoals Technologies Group, Inc. Announces Participation in Upcoming Events for the Investor Community
October 23, 2025
From
Shoals Technologies Group
Via
GlobeNewswire
Shoals Technologies Group, Inc. Announces Third Quarter 2025 Earnings Release Date and Conference Call
October 07, 2025
From
Shoals Technologies Group
Via
GlobeNewswire
SHOALS ALERT: Bragar Eagel & Squire, P.C. is Investigating Shoals Technologies Group, Inc. on Behalf of Long-Term Stockholders and Encourages Investors to Contact the Firm
September 17, 2025
From
Bragar Eagel & Squire
Via
GlobeNewswire
Shoals Technologies Group Secures a New Patent for BLA Architecture, Reinforcing American Intellectual Property
September 11, 2025
From
Shoals Technologies Group
Via
GlobeNewswire
Shoals Technologies Group Appoints Aaron Zadeh as Country Manager, Pacific to Support the Acceleration of Solar Growth in the Region
August 21, 2025
From
Shoals Technologies Group
Via
GlobeNewswire
Shoals Technologies Group and PCL Construction Break Ground on 243 MW Maryvale Solar and Energy Storage Project in Australia
August 18, 2025
First Large-Scale DC-Coupled Solar and Battery Energy Storage System in the Region
From
Shoals Technologies Group
Via
GlobeNewswire
SHOALS ALERT: Bragar Eagel & Squire, P.C. is Investigating Shoals Technologies Group, Inc. on Behalf of Long-Term Stockholders and Encourages Investors to Contact the Firm
August 14, 2025
From
Bragar Eagel & Squire
Via
GlobeNewswire
Shoals Technologies Group, Inc. Reports Financial Results for Second Quarter 2025
August 05, 2025
From
Shoals Technologies Group
Via
GlobeNewswire
Shoals Technologies Group, Inc. Announces Participation in Upcoming Events for the Investor Community
July 31, 2025
From
Shoals Technologies Group
Via
GlobeNewswire
Shoals Technologies Group Expands into South American Market with Alcones Solar Project in Chile with CJR Renewables
July 08, 2025
From
Shoals Technologies Group
Via
GlobeNewswire
Shoals Technologies Group, Inc. Announces Second Quarter 2025 Earnings Release Date and Conference Call
July 07, 2025
From
Shoals Technologies Group
Via
GlobeNewswire
Shoals Technologies Group, Inc. Announces Battery Energy Storage Systems (“BESS”) Webinar
June 30, 2025
From
Shoals Technologies Group
Via
GlobeNewswire
Shoals Technologies Group, Inc. Appoints Industry Veteran, Bobbie L. King, Jr., as Chief Legal Officer
June 16, 2025
From
Shoals Technologies Group
Via
GlobeNewswire
Shoals Technologies Group, Inc. Reports Financial Results for First Quarter 2025
May 06, 2025
From
Shoals Technologies Group
Via
GlobeNewswire
Shoals Technologies Group, UGT Renewables and Sun Africa Announce Collaboration on up to 12GW of Solar Projects
May 05, 2025
From
Shoals Technologies Group
Via
GlobeNewswire
Shoals Technologies Group, Inc. Announces Participation in Upcoming Events for the Investor Community
April 23, 2025
From
Shoals Technologies Group
Via
GlobeNewswire
Shoals Technologies Group, Inc. Announces First Quarter 2025 Earnings Release Date and Conference Call
April 07, 2025
From
Shoals Technologies Group
Via
GlobeNewswire
Shoals Technologies Group and First Solar Continue Partnership
March 26, 2025
Partnership Reinforces Commitment to U.S. Solar Manufacturing and American Jobs
From
Shoals Technologies Group
Via
GlobeNewswire
Shoals Technologies Group, Inc. Announces Participation in Upcoming Events for the Investor Community
February 27, 2025
From
Shoals Technologies Group
Via
GlobeNewswire
Shoals Technologies Group, Inc. Reports Financial Results for Fourth Quarter 2024
February 25, 2025
From
Shoals Technologies Group
Via
GlobeNewswire
Shoals Technologies Group Appeals ITC Reversal Decision to Federal Circuit and Receives Institution in New ITC Action Against Voltage
February 11, 2025
Enforcement of Intellectual Property Remains Priority for Advancement of US Solar Industry
From
Shoals Technologies Group
Via
GlobeNewswire
Shoals Technologies Group, Inc. Announces Fourth Quarter and Full Year 2024 Earnings Release Date and Conference Call
January 30, 2025
From
Shoals Technologies Group
Via
GlobeNewswire
Shoals Technologies Group Files Additional Patent Infringement Complaint Against Voltage, LLC with the ITC
January 09, 2025
Shoals Maintains Commitment to Protecting U.S. Solar Manufacturing and American Jobs
From
Shoals Technologies Group
Via
GlobeNewswire
SHOALS TECHNOLOGIES INVESTIGATION INITIATED by Former Louisiana Attorney General: Kahn Swick & Foti, LLC Investigates the Officers and Directors of Shoals Technologies Group, Inc. - SHLS
November 04, 2024
From
Kahn Swick & Foti, LLC
Via
Business Wire
Shoals Technologies Group Appoints Chief Operations Officer and Interim Chief Legal Officer
September 30, 2024
Appointments Expand Executive Team to Drive Operational Excellence
From
Shoals Technologies Group
Via
GlobeNewswire
Shoals Technology Group, Inc. Hosted Inaugural Investor Day
September 05, 2024
Introduced Long-Term Financial Targets
From
Shoals Technologies Group
Via
GlobeNewswire
Shoals Technology Group, Inc. Hosts Inaugural Investor Day
September 05, 2024
From
Shoals Technologies Group
Via
GlobeNewswire
Shoals Announces Partnership in the Kingdom of Saudi Arabia
September 04, 2024
Memorandum of Understanding with United Utilities Environmental Services (UUES) Riyadh intended to localize solar EBOS manufacturing
From
Shoals Technologies Group
Via
GlobeNewswire
Shoals Technologies Group Secures Favorable Initial Ruling in ITC Case Against Voltage, LLC
September 03, 2024
Ruling Represents Big Win for U.S. Solar Manufacturing Industry and American Jobs
From
Shoals Technologies Group
Via
GlobeNewswire
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