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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
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Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
Tax-Free Income Seminar
Bond Fund Seminar
RSVP-Signup Form
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Prenetics Global Limited - Class A Ordinary Share
(NQ:
PRE
)
15.83
UNCHANGED
Streaming Delayed Price
Updated: 4:00 PM EST, Jan 13, 2026
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All News about Prenetics Global Limited - Class A Ordinary Share
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Prenetics Announces Second Quarter 2025 Financial Results with IM8 on Track to Achieve $100M Annual Recurring Revenue by Year’s End
September 12, 2025
From
Prenetics Global Limited
Via
GlobeNewswire
Prenetics’ IM8 Congratulates Global Ambassador and Shareholder - World No. 1 Aryna Sabalenka on Defending Her US Open Championship
September 08, 2025
From
Prenetics Global Limited
Via
GlobeNewswire
World No. 1 Tennis Star Aryna Sabalenka Joins Prenetics’ IM8 Health as Global Ambassador and Shareholder
June 26, 2025
From
Prenetics Global Limited
Via
GlobeNewswire
Prenetics Global: Q3 Earnings Insights
↗
November 27, 2024
Via
Benzinga
Prenetics Acquires $20 Million In Bitcoin To Boost Healthcare Bitcoin Treasury Strategy
↗
June 18, 2025
Prenetics Global Limited (PRE) completes $20 million BTC purchase, aims to become one of the largest healthcare corporate BTC holders globally.
Via
Benzinga
Prenetics Becomes First Healthcare Company to Execute Aggressive Bitcoin Treasury Strategy, Secures $20M in BTC, Appoints Former OKEx COO to Board
June 18, 2025
From
Prenetics Global Limited
Via
GlobeNewswire
Prenetics Divests ACT Genomics to Delta Electronics as Part of up to US$71.78 Million Transaction
June 18, 2025
From
Prenetics Global Limited
Via
GlobeNewswire
12 Health Care Stocks Moving In Friday's Pre-Market Session
↗
June 13, 2025
Via
Benzinga
12 Health Care Stocks Moving In Thursday's After-Market Session
↗
June 12, 2025
Via
Benzinga
Prenetics Announces First Quarter 2025 Financial Results, Raises FY2025 Outlook, & Crypto Strategy Announcement Soon
June 12, 2025
From
Prenetics Global Limited
Via
GlobeNewswire
12 Health Care Stocks Moving In Friday's After-Market Session
↗
May 23, 2025
Via
Benzinga
12 Health Care Stocks Moving In Thursday's Intraday Session
↗
May 22, 2025
Via
Benzinga
IM8 Vibrante Miami: Fueling Wellness and Innovation with a Star-Studded Event
April 09, 2025
From
Prenetics Global Limited
Via
GlobeNewswire
Prenetics’ IM8 Health Expands Scientific Advisory Board, Reinforcing Commitment to Set New Standards in Supplements Market
March 18, 2025
From
Prenetics Limited
Via
GlobeNewswire
Prenetics to Participate in the 37th Annual ROTH Conference
March 11, 2025
From
Prenetics Limited
Via
GlobeNewswire
Prenetics Announces Fourth Quarter and Full Year 2024 Financial Results, Provides 2025 Guidance
March 05, 2025
From
Prenetics Limited
Via
GlobeNewswire
Nasdaq-Listed Prenetics Announces Genomics-Based Partnership with Humanity Protocol and Launches Crypto Strategic Reserve
February 11, 2025
From
Prenetics Limited
Via
GlobeNewswire
Prenetics Unveils IM8 to U.S. Consumers with Co-Founding Partner David Beckham
January 21, 2025
From
Prenetics Limited
Via
GlobeNewswire
Prenetics’ IM8 Achieves Prestigious NSF Certified for Sport® for Daily Ultimate Essentials
January 15, 2025
From
Prenetics Limited
Via
GlobeNewswire
Prenetics’ IM8 Announces Collaboration with Mayo Clinic to Develop New Line of Premium Supplements
December 19, 2024
From
Prenetics Limited
Via
GlobeNewswire
iAccess Alpha's Buyside Best Ideas Virtual Winter Conference December 10-11, 2024
December 06, 2024
Via
ACCESSWIRE
Prenetics’ IM8 and University of Oxford Begin Groundbreaking Space Experiment to Study Accelerated Aging and Longevity on the ISS with SpaceX, Supported by Space Applications Services
December 05, 2024
From
Prenetics Limited
Via
GlobeNewswire
Prenetics Announces Participation in December Investor Conferences
December 04, 2024
From
Prenetics Limited
Via
GlobeNewswire
Prenetics Announces Third Quarter 2024 Financial Results
November 27, 2024
From
Prenetics Limited
Via
GlobeNewswire
MULTIMEDIA UPDATE -- Nasdaq-Listed Prenetics and David Beckham Officially Launch IM8 Health
November 18, 2024
From
Prenetics Limited
Via
GlobeNewswire
Nasdaq-Listed Prenetics and David Beckham Officially Launch IM8 Health
November 18, 2024
From
Prenetics Limited
Via
GlobeNewswire
Prenetics Announces Participation in the Sidoti Virtual Micro Cap Investor Conference
October 30, 2024
From
Prenetics Limited
Via
GlobeNewswire
12 Health Care Stocks Moving In Tuesday's Intraday Session
↗
October 15, 2024
Via
Benzinga
Prenetics Announces Tencent’s US$30 Million Investment in Insighta, Strengthening Strategic Partnership for AI-Driven Early Cancer Detection
October 15, 2024
From
Prenetics Limited
Via
GlobeNewswire
Prenetics Announces Second Quarter 2024 Financial Results
October 07, 2024
From
Prenetics Limited
Via
GlobeNewswire
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