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home
about us
Investment Approach
Client Service 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)
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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
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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PureTech Health plc - American Depositary Shares
(NQ:
PRTC
)
17.42
UNCHANGED
Streaming Delayed Price
Updated: 4:00 PM EDT, May 20, 2026
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All News about PureTech Health plc - American Depositary Shares
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PureTech Founded Entity Seaport Therapeutics Names Lauren White as Chief Financial Officer
November 05, 2024
From
PureTech Health plc
Via
Business Wire
PureTech to Present at Two Upcoming Investor Conferences
October 30, 2024
From
PureTech Health
Via
Business Wire
PureTech Founded Entity Seaport Therapeutics Closes $225 Million Oversubscribed Series B Financing Round
October 21, 2024
From
PureTech Health plc
Via
Business Wire
PureTech Presents Research Highlighting Burden of Idiopathic Pulmonary Fibrosis (IPF) and Use of a Bayesian Statistical Analysis for LYT-100 (Deupirfenidone) at CHEST 2024 Annual Meeting
October 09, 2024
From
PureTech Health plc
Via
Business Wire
PureTech to Present at CHEST 2024 Annual Meeting
October 01, 2024
From
PureTech Health
Via
Business Wire
Schizophrenia Treatment Revolution: FDA Approves Bristol Myers Squibb' Cobenfy As New Class Of Treatment In More Than 3 Decades
↗
September 27, 2024
Bristol Myers Squibb's Cobenfy has been approved by the FDA as the first new treatment for schizophrenia in decades. The medication introduces a new approach by targeting M1 and M4 receptors without...
Via
Benzinga
PureTech-Invented KarXT Receives U.S. Food and Drug Administration Approval for the Treatment of Schizophrenia in Adults
September 27, 2024
From
PureTech Health plc
Via
Business Wire
Rubrik Reports Q2 Results, Joins Ionis Pharmaceuticals, Hewlett Packard Enterprise And Other Big Stocks Moving Lower In Tuesday's Pre-Market Session
↗
September 10, 2024
Via
Benzinga
PureTech Founded Entity Vor Bio Announces New Clinical Data Validating Approach of Using Shielded Transplants to Deliver Targeted Therapies
September 06, 2024
From
PureTech Health plc
Via
Business Wire
Boeing, Dyne Therapeutics And Other Big Stocks Moving Lower In Tuesday's Pre-Market Session
↗
September 03, 2024
Via
Benzinga
PureTech Health plc – Half-Year Report
August 28, 2024
From
PureTech Health plc
Via
Business Wire
Galapagos, XPeng, CorMedix And Other Big Stocks Moving Higher On Monday
↗
August 26, 2024
Via
Benzinga
PureTech Appoints Michele Holcomb, PhD, to Board of Directors
August 22, 2024
From
PureTech Health plc
Via
Business Wire
PureTech Health: Notice of Half-Yearly Results
August 21, 2024
From
PureTech Health plc
Via
Business Wire
PureTech Founded Entity Seaport Therapeutics Appoints David Wheadon, M.D., to its Board of Directors
August 13, 2024
From
PureTech Health plc
Via
Business Wire
PureTech Founded Entity Vedanta Biosciences Expands Leadership Team and Appoints Head of Commercial
July 23, 2024
From
PureTech Health plc
Via
Business Wire
PureTech Health: Completion of Tender Offer & Total Voting Rights
June 24, 2024
From
PureTech Health plc
Via
Business Wire
PureTech Health: Results of the Tender Offer
June 24, 2024
From
PureTech Health plc
Via
Business Wire
PureTech Announces Change of Board Role
June 20, 2024
From
PureTech Health plc
Via
Business Wire
PureTech Founded Entity Seaport Therapeutics Appoints Seasoned Executives to Management Team
June 18, 2024
From
PureTech Health plc
Via
Business Wire
PureTech Health: Results of Annual General Meeting
June 13, 2024
From
PureTech Health plc
Via
Business Wire
PureTech Health: Result of General Meeting
June 06, 2024
From
PureTech Health plc
Via
Business Wire
PureTech Founded Entity Akili Interactive and Virtual Therapeutics Announce Entering Into Definitive Merger Agreement to Establish Leading Digital Health Company
May 29, 2024
From
PureTech Health plc
Via
Business Wire
PureTech to Present at the Jefferies Global Healthcare Conference
May 23, 2024
From
PureTech Health plc
Via
Business Wire
PureTech Founded Entity Vedanta Biosciences Enrolls First Patient in Pivotal Phase 3 RESTORATiVE303 Study of VE303 for the Prevention of Recurrent C. difficile Infection
May 21, 2024
From
PureTech Health plc
Via
Business Wire
PureTech Health: Launch of Proposed $100 Million Tender Offer at 250 Pence Per Ordinary Share
May 20, 2024
From
PureTech Health plc
Via
Business Wire
PureTech Founded Entity Seaport Therapeutics Presents Data from Multiple SPT-300 Trials at Society of Biological Psychiatry (SOBP) Annual Meeting
May 09, 2024
From
PureTech Health plc
Via
Business Wire
PureTech Founded Entity Seaport Therapeutics Adds Industry Veteran to Board of Directors and Makes Key Executive Appointments
May 07, 2024
From
PureTech Health plc
Via
Business Wire
PureTech Announces Annual Results for Year Ended December 31, 2023
April 25, 2024
From
PureTech Health plc
Via
Business Wire
PureTech Health: Notice of Results
April 18, 2024
From
PureTech Health plc
Via
Business Wire
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