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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
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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
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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
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Manhattan Associates, Inc. - Common Stock
(NQ:
MANH
)
120.88
UNCHANGED
Streaming Delayed Price
Updated: 4:00 PM EDT, Apr 10, 2026
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Unlock Prosperity: The Top 3 Stocks Every Ambitious Investor Needs Now
↗
October 11, 2023
Those searching for long-term growth and prosperity need to look no further than these stocks for ambitious investors.
Via
InvestorPlace
Mounting Inventory Visibility Challenges Add Pressure to Strapped Retailers
October 10, 2023
From
Manhattan Associates
Via
Business Wire
3 High-Momentum Tech Stocks Shooting for the Stars
↗
October 09, 2023
These three high-momentum tech stocks should be held for the long term as their shares continue to skyrocket.
Via
InvestorPlace
Manhattan Associates Announces Date for Reporting Third Quarter 2023 Financial Results
October 05, 2023
From
Manhattan Associates Inc.
Via
Business Wire
Where Manhattan Associates Stands With Analysts
↗
September 14, 2023
Via
Benzinga
Analyst Expectations for Manhattan Associates's Future
↗
July 26, 2023
Via
Benzinga
Duluth Trading Company Implements Manhattan Active® Warehouse Management at New State-of-the-Art Georgia Distribution Center
September 18, 2023
From
Manhattan Associates Inc.
Via
Business Wire
S&P 500 Giants Amazon, Netflix Wear This Elite Leadership Badge
↗
September 11, 2023
Which stocks are the real market leaders near buy points? Here are five with a special mark.
Via
Investor's Business Daily
Topics
Stocks
Manhattan Associates Transforms Retail Returns
September 05, 2023
From
Manhattan Associates Inc.
Via
Business Wire
Manhattan Associates Earnings Preview
↗
July 24, 2023
Via
Benzinga
Where Manhattan Associates Stands With Analysts
↗
May 24, 2023
Via
Benzinga
3 Low P/E Stock ETFs for Hungry Value Investors
August 31, 2023
The price-to-earnings, or P/E ratio, is one of the most commonly used value measures. For these unique value ETFs, having a low P/E ratio is just the start.
Via
MarketBeat
Topics
ETFs
Palantir Technologies Stock Receives Composite Rating Upgrade
↗
August 30, 2023
The IBD SmartSelect Composite Rating for Palantir Technologies rose from 93 to 96 Wednesday.
Via
Investor's Business Daily
Manhattan Associates Wins Google Cloud Industry Solution Technology Partner of the Year Award for Retail and Consumer Packaged Goods
August 29, 2023
From
Manhattan Associates Inc.
Via
Business Wire
PacSun Elevates Shopping Experience and Expands Its Unified Commerce Offerings with Manhattan Active® Point of Sale
August 22, 2023
From
Manhattan Associates Inc.
Via
Business Wire
5 Blue-Chip Stocks AI Thinks Will Double Your Money by 2027
↗
August 16, 2023
Blue-chip stocks are traditionally market laggards, but the MarketMaster AI is flashing major "buy" signals in these 5 names right now.
Via
InvestorPlace
Topics
Artificial Intelligence
Legacy Supply Chain Fuels Rapid Growth by Exclusively Standardizing on Manhattan SCALE™
August 08, 2023
From
Manhattan Associates Inc.
Via
Business Wire
Manhattan Associates Reports Record Revenue and Earnings
July 25, 2023
From
Manhattan Associates Inc.
Via
Business Wire
Manhattan Associates Named a Best Workplace for Innovators by Fast Company
July 11, 2023
From
Manhattan Associates Inc.
Via
Business Wire
Manhattan Associates Announces Date for Reporting Second Quarter 2023 Financial Results
July 07, 2023
From
Manhattan Associates Inc.
Via
Business Wire
Manhattan Associates Announces its Customer Award Winners at Momentum 2023
May 30, 2023
From
Manhattan Associates Inc.
Via
Business Wire
Manhattan Active® Omni Integrated with Google Merchant Center to Provide Online Shoppers with Precise Delivery Dates
May 25, 2023
From
Manhattan Associates
Via
Business Wire
Manhattan Associates Unveils Cutting-Edge Innovations in Supply Chain Commerce at Momentum 2023
May 23, 2023
From
Manhattan Associates Inc.
Via
Business Wire
Manhattan Associates Launches the Next-Generation Yard Management Solution to Unlock New Levels of Supply Chain Unification
May 23, 2023
From
Manhattan Associates
Via
Business Wire
Asana Stock Scores Rising Relative Price Strength
↗
May 22, 2023
On Monday, computer software Asana stock got an upgrade to its Relative Strength (RS) Rating to 85, up from 79 a day ago.
Via
Investor's Business Daily
Weak Gaming Chip Demand To Hurt Nvidia's Q1 Earnings
↗
May 19, 2023
NVIDIA impressed investors with its stellar financial performance and experienced robust top-and-bottom-line growth in the past several quarters.
Via
Talk Markets
Manhattan Associates Named a Leader in Gartner® Magic Quadrant™ for WMS for the Fifteenth Consecutive Time
May 11, 2023
From
Manhattan Associates Inc.
Via
Business Wire
Manhattan Associates Named Overall POS Solution Provider of the Year by RetailTech Breakthrough
May 04, 2023
From
Manhattan Associates Inc.
Via
Business Wire
Why Chipotle Shares Are Trading Higher By 13%? Here Are Other Stocks Moving In Wednesday's Mid-Day Session
↗
April 26, 2023
Gainers Crown ElectroKinetics Corp. (NASDAQ: CRKN) shares jumped 105% to $0.1730 after the company issued a letter to shareholders.
Via
Benzinga
Manhattan Associates Inc. (NASDAQ: MANH) Records 52-Week High Wednesday Morning
April 26, 2023
Via
Investor Brand Network
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