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home
about us
Investment Approach
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Market Analysis Summary
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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
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Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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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
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Inter & Co. Inc. - Class A Common Shares
(NQ:
INTR
)
5.390
+0.150 (+2.86%)
Streaming Delayed Price
Updated: 10:41 AM EDT, Jun 26, 2026
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Inter&Co Inc. Reports Another Record Net Income of R$260M, And Remains On Track On Its Long-Term Plan
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Inter&Co Inc. Reports Record Profit in Q2, Advances 60/30/30 Plan
August 07, 2024
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Earnings Scheduled For February 7, 2024
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May 31, 2024
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Inter&Co doubles down on SMEs through acquisition of Granito
May 28, 2024
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INTR Stock Earnings: Inter & Co Beats EPS, Beats Revenue for Q1 2024
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May 09, 2024
INTR stock results show that Inter & Co beat analyst estimates for earnings per share and beat on revenue for the first quarter of 2024.
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Inter&Co Inc. Reports Record Profit
May 09, 2024
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Goldman Sachs Maintains Buy Rating for Inter & Co: Here's What You Need To Know
↗
February 09, 2024
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Inter&Co Inc. Reports Record Profits, with R$352 Million in Net Income in 2023
February 07, 2024
From
Inter&Co, Inc
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GlobeNewswire
Inter&Co Secures Long-Term Naming Rights for Orlando’s Soccer-Specific Stadium
January 18, 2024
From
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Inter&Co Announces Commencement of Follow-on Public Offering of its Class A Common Shares
January 16, 2024
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Inter&Co presents new brand and consolidates position as financial Super App
December 20, 2023
New branding positions the company as a smart choice for people's financial lives, connecting the brand with a new moment for the company.
From
Inter&Co, Inc
Via
GlobeNewswire
Inter&Co Surpasses 30 Million Clients, Accelerating Growth Toward Its Five-Year Business Plan
December 05, 2023
Significant client increase driven by superior app experience and the convenience of meeting financial and commercial needs in one place
From
Inter&Co, Inc
Via
GlobeNewswire
Inter&Co Inc. Reports Record Third-Quarter 2023 Net Income of R$104 Million
November 06, 2023
From
Inter&Co, Inc
Via
GlobeNewswire
Goldman Sachs Maintains Buy Rating for Inter & Co: Here's What You Need To Know
↗
October 30, 2023
Via
Benzinga
Inter&Co Announced as Official Financial Institution of Orlando City SC and Orlando Pride
September 14, 2023
City and Pride fans to receive exclusive opportunities as Brazil-based organization makes first major investment in America sporting landscape
From
Inter&Co, Inc
Via
GlobeNewswire
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