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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
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PerkinElmer
(NY:
PKI
)
N/A
UNCHANGED
Last Price
Updated: 7:00 PM EDT, May 15, 2023
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Revvity Announces Financial Results for the First Quarter of 2023
May 11, 2023
From
Revvity, Inc.
Via
Business Wire
Launching Revvity: A Scientific Solutions Company Powering Innovation from Discovery to Cure
May 09, 2023
From
Revvity, Inc.
Via
Business Wire
PerkinElmer Board Declares Quarterly Dividend
April 25, 2023
From
PerkinElmer, Inc.
Via
Business Wire
PerkinElmer to Hold Earnings Call on Thursday, May 11, 2023
April 12, 2023
From
PerkinElmer Inc.
Via
Business Wire
PerkinElmer Completes Divestiture of its Applied, Food and Enterprise Services Businesses
March 13, 2023
From
PerkinElmer, Inc.
Via
Business Wire
PerkinElmer to Present at KeyBanc Capital Markets Life Sciences & MedTech Investor Forum
March 09, 2023
From
PerkinElmer Inc.
Via
Business Wire
PerkinElmer Launches EnVison Nexus Multimode Plate Reader to Drive Improved Research and Discovery Workflows
February 24, 2023
From
PerkinElmer, Inc.
Via
Business Wire
PerkinElmer to Present at Upcoming Investor Conferences
February 22, 2023
From
PerkinElmer, Inc.
Via
Business Wire
PerkinElmer Announces Financial Results for the Fourth Quarter and Full Year of 2022
February 14, 2023
From
PerkinElmer, Inc.
Via
Business Wire
PerkinElmer Board Declares Quarterly Dividend
January 26, 2023
From
PerkinElmer, Inc.
Via
Business Wire
PerkinElmer To Hold Earnings Call on Tuesday, February 14, 2023; Updates Fourth Quarter Outlook
January 09, 2023
From
PerkinElmer Inc.
Via
Business Wire
PerkinElmer to Present at J.P. Morgan Healthcare Conference
December 19, 2022
From
PerkinElmer Inc.
Via
Business Wire
PerkinElmer Helps Accelerate Gene Therapy Research with Industry-First Ready-to-Use Viral Vector Assays
November 21, 2022
From
PerkinElmer, Inc.
Via
Business Wire
PerkinElmer Announces its EONIS SCID-SMA Kit is First to Receive Marketing Authorization by U.S. FDA for SMA Screening in Newborns
November 14, 2022
From
PerkinElmer Inc.
Via
Business Wire
PerkinElmer to Present at 2022 Stifel Healthcare Conference
November 10, 2022
From
PerkinElmer Inc.
Via
Business Wire
PerkinElmer Announces Financial Results for the Third Quarter of 2022
November 08, 2022
From
PerkinElmer, Inc.
Via
Business Wire
PerkinElmer Bolsters Sustainability Commitments and Builds Off Recent Progress in New ESG Report
November 07, 2022
From
PerkinElmer Inc.
Via
Business Wire
PerkinElmer Board Declares Quarterly Dividend
October 26, 2022
From
PerkinElmer, Inc.
Via
Business Wire
PerkinElmer to Hold Earnings Call on Tuesday, November 8, 2022; Updates Third Quarter Outlook
October 17, 2022
From
PerkinElmer, Inc.
Via
Business Wire
PerkinElmer Donation Helps Significantly Expand Capacity for Sickle Cell Disease Screening in Ghana
October 13, 2022
From
PerkinElmer Inc.
Via
Business Wire
PerkinElmer Unveils Industry-first Cell Analysis Solution to Streamline Cell and Gene Therapy Research and Manufacturing
September 26, 2022
From
PerkinElmer, Inc.
Via
Business Wire
PerkinElmer’s Oxford Immunotec Receives U.S. FDA Approval for T-Cell Select to Automate Clinically Superior Tuberculosis Detection
September 22, 2022
From
PerkinElmer
Via
Business Wire
PerkinElmer to Present at Upcoming Investor Conferences
August 24, 2022
From
PerkinElmer Inc.
Via
Business Wire
PerkinElmer Announces Finance Leadership Transition
August 17, 2022
From
PerkinElmer, Inc.
Via
Business Wire
New Mountain Capital Announces Intent to Acquire PerkinElmer’s Applied, Food and Enterprise Services Businesses for up to $2.45 Billion
August 01, 2022
From
New Mountain Capital
Via
Business Wire
PerkinElmer Announces Financial Results for the Second Quarter of 2022
August 01, 2022
From
PerkinElmer, Inc.
Via
Business Wire
PerkinElmer Accelerates Transformation into High Growth, High Margin Life Sciences & Diagnostics Company
August 01, 2022
From
PerkinElmer, Inc.
Via
Business Wire
PerkinElmer Board Declares Quarterly Dividend
July 22, 2022
From
PerkinElmer, Inc.
Via
Business Wire
PerkinElmer Elects Dr. Michelle McMurry-Heath to its Board of Directors
July 22, 2022
From
PerkinElmer, Inc.
Via
Business Wire
PerkinElmer Schedules Earnings Call for Thursday, August 4, 2022
July 14, 2022
From
PerkinElmer, Inc.
Via
Business Wire
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