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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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Orion S.A. Common Shares
(NY:
OEC
)
5.280
+0.090 (+1.73%)
Official Closing Price
Updated: 7:00 PM EST, Dec 30, 2025
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Press Releases about Orion S.A. Common Shares
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Orion S.A. Gains Commercial Traction With Conductive Additives Vital for Grid Modernization
November 19, 2025
From
Orion Engineered Carbons S.A.
Via
Business Wire
Orion S.A. Names Jonathan Puckett Chief Financial Officer
November 07, 2025
From
Orion Engineered Carbons S.A.
Via
Business Wire
Orion S.A. Reports Third Quarter 2025 Financial Results
November 04, 2025
From
Orion Engineered Carbons S.A.
Via
Business Wire
Orion S.A. Announces Preliminary Third Quarter 2025 Results, Business Update, and Conference Call Information
October 13, 2025
From
Orion Engineered Carbons S.A.
Via
Business Wire
Orion S.A. Declares Interim Quarterly Dividend
September 11, 2025
From
Orion Engineered Carbons S.A.
Via
Business Wire
Orion S.A. to Participate in Upcoming Investor Conferences
August 29, 2025
From
Orion Engineered Carbons S.A.
Via
Business Wire
Orion S.A. Reports Second Quarter 2025 Financial Results
August 06, 2025
From
Orion Engineered Carbons S.A.
Via
Business Wire
Orion S.A. Announces Upcoming CFO Retirement
July 30, 2025
From
Orion Engineered Carbons S.A.
Via
Business Wire
Orion S.A. Announces Second Quarter 2025 Earnings Release Date and Conference Call Information
July 15, 2025
From
Orion Engineered Carbons S.A.
Via
Business Wire
Orion S.A. to Participate in Upcoming Investor Conferences
July 08, 2025
From
Orion Engineered Carbons S.A.
Via
Business Wire
Orion S.A. to rationalize production lines in Americas, EMEA
July 08, 2025
From
Orion Engineered Carbons S.A.
Via
Business Wire
Orion S.A. Declares Interim Quarterly Dividend
June 26, 2025
From
Orion Engineered Carbons S.A.
Via
Business Wire
Orion S.A. Earns 10 Safety Awards From International Carbon Black Association
June 20, 2025
From
Orion Engineered Carbons S.A.
Via
Business Wire
Orion S.A.’s New Sustainability Report Highlights Contribution to Electrification
June 02, 2025
From
Orion Engineered Carbons S.A.
Via
Business Wire
Orion S.A. to Participate in Upcoming Investor Conferences
May 12, 2025
From
Orion Engineered Carbons S.A.
Via
Business Wire
Orion S.A. Reports First Quarter 2025 Financial Results
May 07, 2025
From
Orion Engineered Carbons S.A.
Via
Business Wire
Orion S.A. Declares Interim Quarterly Dividend
April 24, 2025
From
Orion Engineered Carbons S.A.
Via
Business Wire
Orion S.A. Announces First Quarter 2025 Earnings Release Date and Conference Call Information
April 15, 2025
From
Orion Engineered Carbons S.A.
Via
Business Wire
Gabelli Funds to Host 16th Annual Specialty Chemicals Symposium Thursday, March 20, 2025
March 18, 2025
From
Gabelli Funds
Via
GlobeNewswire
Orion S.A. to Participate in Investor Conferences in March
March 10, 2025
From
Orion Engineered Carbons S.A.
Via
Business Wire
Orion S.A.’s Circular Carbon Black Recognized by EU’s ‘Innovation Radar’
March 04, 2025
From
Orion Engineered Carbons S.A.
Via
Business Wire
Gabelli Funds to Host 16th Annual Specialty Chemicals Symposium Thursday, March 20, 2025
March 03, 2025
From
Gabelli Funds
Via
GlobeNewswire
Orion S.A. Announces its 2025 Annual General Meeting Date and Record Date
February 27, 2025
From
Orion Engineered Carbons S.A.
Via
Business Wire
Orion S.A. Declares Interim Quarterly Dividend
February 27, 2025
From
Orion Engineered Carbons S.A.
Via
Business Wire
Orion S.A. Announces Financial Results For The Full Year Ended December 31, 2024
February 19, 2025
From
Orion Engineered Carbons S.A.
Via
Business Wire
Orion S.A. signs supply agreement for tire pyrolysis oil with Contec S.A.
February 04, 2025
From
Orion Engineered Carbons S.A.
Via
Business Wire
Orion S.A. Announces Preliminary Full Year 2024 Update
January 15, 2025
From
Orion Engineered Carbons S.A.
Via
Business Wire
Orion S.A. to Participate in Baird’s Global Industrial Conference
November 11, 2024
From
Orion Engineered Carbons S.A.
Via
Business Wire
Orion S.A. Reports Third Quarter 2024 Financial Results
November 07, 2024
From
Orion Engineered Carbons S.A.
Via
Business Wire
Orion S.A. to Increase Prices for Certain Specialty Carbon Black Grades
November 04, 2024
From
Orion Engineered Carbons S.A.
Via
Business Wire
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