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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
Form CRS
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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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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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Event Schedule
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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
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Roivant Sciences Ltd. - Warrant
(NQ:
ROIVW
)
N/A
UNCHANGED
Last Price
Updated: 3:45 PM EDT, Sep 1, 2023
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Roivant Reports Positive Topline Results from ADORING 2 Atopic Dermatitis Phase 3 Trial of VTAMA® (tapinarof) Cream, 1% Once Daily in Adults and Children as Young as 2 Years Old
March 15, 2023
From
Roivant Sciences
Via
GlobeNewswire
Roivant to Host Investor Call at 8:00 AM ET on Wednesday, March 15 to Review Results from ADORING 2 Phase 3 Trial in Atopic Dermatitis
March 14, 2023
From
Roivant Sciences
Via
GlobeNewswire
Proteovant Therapeutics to Present Preclinical Data from Estrogen Receptor and IKZF2 Protein Degrader Programs
March 14, 2023
PVTX-321 and PVTX-405 Achieve Development Candidate Nomination
From
Roivant Sciences
Via
GlobeNewswire
Covant Therapeutics Announces the Formation of its Scientific Advisory Board to Support Platform and Pipeline Advancement
March 07, 2023
From
Roivant Sciences
Via
GlobeNewswire
Roivant Sciences Announces Change to its Board of Directors
February 21, 2023
From
Roivant Sciences
Via
GlobeNewswire
Roivant Sciences Reports Financial Results for the Third Quarter Ended December 31, 2022 and Provides Business Update
February 13, 2023
From
Roivant Sciences
Via
GlobeNewswire
Roivant Sciences Announces Pricing of Upsized Public Offering of Common Shares
February 02, 2023
From
Roivant Sciences
Via
GlobeNewswire
Roivant Sciences Announces Proposed Public Offering of Common Shares
February 01, 2023
From
Roivant Sciences
Via
GlobeNewswire
Roivant to Report Financial Results for the Third Quarter Ended December 31, 2022 on Monday, February 13, 2023
January 30, 2023
From
Roivant Sciences
Via
GlobeNewswire
Roivant Announces Statistically Significant and Clinically Meaningful Results from the Induction Period of TUSCANY-2, a Large Global Phase 2b Study of Subcutaneous RVT-3101 for the Treatment of Ulcerative Colitis in Both the Overall and the Biomarker
January 04, 2023
From
Roivant Sciences
Via
GlobeNewswire
Roivant and Pfizer Form New Vant Company Focused on Developing TL1A Drug Candidate for Inflammatory and Fibrotic Diseases
December 01, 2022
From
Roivant Sciences
Via
GlobeNewswire
Roivant Sciences Reports Financial Results for the Second Quarter Ended September 30, 2022 and Provides Business Update
November 14, 2022
From
Roivant Sciences
Via
GlobeNewswire
Affivant to Present Data on AFVT-2101 at 37th Annual Meeting of SITC
November 10, 2022
From
Roivant Sciences
Via
GlobeNewswire
Roivant Sciences Announces Pricing of Primary and Secondary Public Equity Offering
November 08, 2022
From
Roivant Sciences
Via
GlobeNewswire
Roivant Sciences Announces Proposed Public Equity Offering
November 07, 2022
From
Roivant Sciences
Via
GlobeNewswire
Roivant Sciences to Report Financial Results for the Second Quarter Ended September 30, 2022 on Monday, November 14, 2022 and Present at Upcoming Conferences
October 18, 2022
From
Roivant Sciences
Via
GlobeNewswire
WEJO Stock: 8 Things to Know as Palantir-Backed Wejo Starts Trading Today
↗
November 19, 2021
Wall Street is getting ready for the WEJO stock IPO as a new company enters the EV race. What should investors be watching for?
Via
InvestorPlace
Topics
Electric Vehicles
Initial Public Offering
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