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home
about us
Investment Approach
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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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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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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
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RSVP-Signup Form
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Ameresco, Inc. Class A Common Stock
(NY:
AMRC
)
30.64
-0.94 (-2.98%)
Official Closing Price
Updated: 7:00 PM EST, Jan 14, 2026
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Neighborhood Sun and Ameresco Partner to Bring Nation’s Largest Community Solar Project 100 Percent Dedicated to Low- and Moderate-Income (LMI) Residents to Montgomery County, Maryland
November 15, 2021
Solar arrays situated on County landfill
Via
News Direct
Topics
Economy
Emissions
Benzinga's Top Ratings Upgrades, Downgrades For November 4, 2021
↗
November 04, 2021
Upgrades According to B. Riley Securities, the prior rating for Monroe Capital Corp (NASDAQ:
Via
Benzinga
Ameresco Announces Completion of Solar PV Project at Montecito Union School District’s Nature Lab “Collaboratory”
November 03, 2021
From
Ameresco, Inc.
Via
Business Wire
12 Industrials Stocks Moving In Tuesday's Intraday Session
↗
November 02, 2021
Gainers Avis Budget Gr (NASDAQ:CAR) shares moved upwards by 90.71% to $327.0 during Tuesday's regular session. The current volume of 20.7 million shares is 1053.24% of...
Via
Benzinga
Ameresco Announces Commercial Operation of Historic Smart Grid Carbon Reduction Project with Canada’s John Paul II Catholic Secondary School
November 02, 2021
From
Ameresco, Inc.
Via
Business Wire
Ameresco Named to Inc.’s First-Annual Best-Led Companies List
November 02, 2021
From
Ameresco, Inc.
Via
Business Wire
Ameresco, Inc (AMRC) Q3 2021 Earnings Call Transcript
↗
November 02, 2021
AMRC earnings call for the period ending September 30, 2021.
Via
The Motley Fool
Topics
Earnings
Ameresco Reports Third Quarter 2021 Financial Results
November 01, 2021
From
Ameresco, Inc.
Via
Business Wire
Earnings Preview: Ameresco
↗
October 29, 2021
Ameresco (NYSE:AMRC) is set to give its latest quarterly earnings report on Monday, 2021-11-01. Here's what investors need to know before the announcement. Analysts estimate that...
Via
Benzinga
Ameresco Stock Notches Energizing RS Rating
↗
October 28, 2021
A Relative Strength Rating upgrade for Ameresco shows improving technical performance.
Via
Investor's Business Daily
Ameresco Announces Completion of Renewable Energy Project on Bank of America Chandler Campus
October 26, 2021
From
Ameresco, Inc.
Via
Business Wire
Earnings Scheduled For November 1, 2021
↗
November 01, 2021
Companies Reporting Before The Bell • ANI Pharmaceuticals (NASDAQ:ANIP) is expected to report earnings for its third quarter. • Kiniksa Pharmaceuticals (NASDAQ:...
Via
Benzinga
Ameresco Announces an EPCM Contract for Large Distribution Battery Energy Storage Systems for a Total of 537.5 MW / 2.15 GWh
October 21, 2021
From
Ameresco, Inc.
Via
Business Wire
Trent University and Ameresco Partner on Energy Performance Upgrades
October 19, 2021
From
Ameresco, Inc.
Via
Business Wire
Ameresco to Announce Third Quarter 2021 Financial Results on November 1, 2021
October 15, 2021
From
Ameresco, Inc.
Via
Business Wire
Ameresco Enters $43M Energy Savings Performance Contract With US Coast Guard
↗
October 12, 2021
Ameresco Inc (NYSE: AMRC) has entered into a $43 million Energy Savings Performance Contract (ESPC) with the U.S. Coast Guard (USCG) at the west coast training...
Via
Benzinga
Ameresco to Partner with the United States Coast Guard on First Battery Energy Storage System Project at Training Center Petaluma
October 12, 2021
From
Ameresco, Inc.
Via
Business Wire
Ameresco PV Holdings X LLC Taps $44.8M Investment From Prudential Private Capital
↗
October 07, 2021
Prudential Private Capital, part of Prudential Financial, Inc. (NYSE: PRU), invests $44.8 million in Ameresco, Inc's (NYSE: AMRC) Ameresco PV Holdings X LLC....
Via
Benzinga
Ameresco Wins Project To Renovate Jail Facility In Wells County, Indiana
↗
October 04, 2021
Ameresco Inc (NYSE: AMRC) partnered with Wells County, Indiana, on a comprehensive jail facility renovation and modernization project. The financial terms of...
Via
Benzinga
Ameresco Partners with Wells County, Indiana to Renovate the County’s Jail Facility
October 04, 2021
From
Ameresco, Inc.
Via
Business Wire
Ameresco to Participate at Upcoming October Conference
October 01, 2021
From
Ameresco, Inc.
Via
Business Wire
Ameresco Announces Completion of Energy Efficient Upgrades to Paul Brown Stadium, the Home of the Cincinnati Bengals
September 29, 2021
From
Ameresco, Inc.
Via
Business Wire
Ameresco Partnership with City of El Campo, Texas Improves Water and Sewer Metering Infrastructure Citywide
September 15, 2021
From
Ameresco, Inc.
Via
Business Wire
Ameresco Selected by City of Mesquite, Texas to Implement Automatic Metering Infrastructure System
September 14, 2021
From
Ameresco, Inc.
Via
Business Wire
Ameresco to Participate at Upcoming September Conferences
September 09, 2021
From
Ameresco, Inc.
Via
Business Wire
Ameresco Partners With City Of Seabrook, Texas To Install Water Meters
↗
September 08, 2021
Ameresco Inc (NYSE: AMRC) partners with the City of Seabrook, Texas, to install a smart metering infrastructure improvement project that includes installing solid-state...
Via
Benzinga
Ameresco Announces Partnership with City of Seabrook, Texas for Comprehensive Smart Metering Infrastructure Improvement Project
September 08, 2021
From
Ameresco, Inc.
Via
Business Wire
U.S. Navy Awards Ameresco Multiple Award Construction Contract for Large General Construction Projects in the Mid-Atlantic Region
September 07, 2021
From
Ameresco, Inc.
Via
Business Wire
Ameresco Partners With Tarleton State University For Energy, Water Conservation Project
↗
August 25, 2021
Ameresco Inc (NYSE: AMRC) announced energy savings performance contract (ESPC) with Tarleton State University to develop an energy and water conservation...
Via
Benzinga
Ameresco Expands Higher Education Presence and Partners With Tarleton State University
August 25, 2021
From
Ameresco, Inc.
Via
Business Wire
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