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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
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 Information
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
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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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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Roivant Sciences Ltd. - Common Shares
(NQ:
ROIV
)
22.93
-0.05 (-0.22%)
Streaming Delayed Price
Updated: 11:13 AM EST, Jan 21, 2026
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12 Health Care Stocks Moving In Thursday's After-Market Session
↗
October 03, 2024
Via
Benzinga
Organon, Howmet Aerospace And More: CNBC's 'Final Trades'
↗
October 03, 2024
On CNBC's "Halftime Report Final Trades," Stephen Weiss of Short Hills Capital Partners named ProShares Short QQQ as his final trade.
Via
Benzinga
Roivant Sciences Offloads Psoriasis Medicine Maker To Organon For Up To $1.2B
↗
September 18, 2024
Organon is set to acquire Roivant Sciences' Dermavant Sciences, known for developing immuno-dermatology treatments, including FDA-approved Vtama cream for plaque psoriasis. The deal, valued up to $1.2...
Via
Benzinga
Organon to Acquire Dermavant including its Innovative Dermatologic Therapy, VTAMA® (tapinarof) Cream, 1%
September 18, 2024
From
Roivant Sciences
Via
GlobeNewswire
4 Analysts Assess Roivant Sciences: What You Need To Know
↗
September 11, 2024
Via
Benzinga
Evaluating Roivant Sciences: Insights From 6 Financial Analysts
↗
June 18, 2024
Via
Benzinga
The Analyst Verdict: Roivant Sciences In The Eyes Of 6 Experts
↗
May 31, 2024
Via
Benzinga
Critical Insights From Roivant Sciences Analyst Ratings: What You Need To Know
↗
April 22, 2024
Via
Benzinga
Roivant Sciences Unveils New 'Vant' Subsidiary For In-Licensed Pulmonary Hypertension Drug From Bayer
↗
September 10, 2024
Roivant Sciences has licensed worldwide rights to develop and commercialize Bayer's mosliciguat for an upfront payment of $14 million and up to $280 million in future milestone payments.
Via
Benzinga
Pulmovant presents positive proof-of-concept data from the Phase 1b ATMOS study of Mosliciguat in Pulmonary Hypertension at European Respiratory Society Congress
September 10, 2024
From
Roivant Sciences
Via
GlobeNewswire
Roivant Unveils New Pipeline Program Mosliciguat, A Potential First-In-Class and Best-In-Category Inhaled Once-Daily Soluble Guanylate Cyclase (sGC) Activator
September 10, 2024
From
Roivant Sciences
Via
GlobeNewswire
Where Roivant Sciences Stands With Analysts
↗
March 25, 2024
Via
Benzinga
The Analyst Landscape: 4 Takes On Roivant Sciences
↗
February 14, 2024
Via
Benzinga
What's Going In With Vivek Ramaswamy-Founded Roivant Sciences Stock On Monday?
↗
September 09, 2024
Immunovant reports promising Phase 2a trial results for batoclimab in treating Graves' Disease, showing a high response rate and significant IgG reduction. A pivotal trial is expected to start by the...
Via
Benzinga
Roivant Provides Update on Graves’ Disease Development Program
September 09, 2024
From
Roivant Sciences
Via
GlobeNewswire
Innovative Drugmaker Roivant Puts Up Really Healthy Sales Numbers
↗
August 29, 2024
Roivant stock has an outstanding A- Accumulation/Distribution Rating, showing that institutions such as mutual funds are fairly heavy buyers.
Via
Investor's Business Daily
Roivant Reports Financial Results for the First Quarter Ended June 30, 2024, and Provides Business Update
August 08, 2024
From
Roivant Sciences
Via
GlobeNewswire
Roivant to Report Financial Results for the First Quarter Ended June 30, 2024, and Provide Business Update on Thursday, August 8, 2024
July 25, 2024
From
Roivant Sciences
Via
GlobeNewswire
ROIV Stock Earnings: Roivant Sciences Beats EPS, Misses Revenue for Q4 2024
↗
May 30, 2024
ROIV stock results show that Roivant Sciences beat analyst estimates for earnings per share but missed on revenue for the fourth quarter of 2024.
Via
InvestorPlace
Roivant Reports Financial Results for the Fourth Quarter and Fiscal Year Ended March 31, 2024, and Provides Business Update
May 30, 2024
From
Roivant Sciences
Via
GlobeNewswire
Vivek Ramaswamy Breathes New Life Into Beaten Down BuzzFeed Stock: What's Going On?
↗
May 22, 2024
BuzzFeed shares surged after Vivek Ramaswamy acquired a 7.7% stake for $3.2 million.
Via
Benzinga
Roivant to Report Financial Results for the Fourth Quarter and Fiscal Year Ended March 31, 2024, and Provide Business Update on Thursday, May 30, 2024
May 16, 2024
From
Roivant Sciences
Via
GlobeNewswire
Biotech Breakthroughs: 7 Stocks Driving the Next Wave in Healthcare
↗
May 07, 2024
Investors concerned about broader market undulations may want to consider the resilience narrative of these biotech stocks to buy.
Via
InvestorPlace
3 Healthcare Stocks With the Potential to Triple Your Investment by 2026
↗
May 01, 2024
Learn how these three healthcare stocks offer sharp opportunities in pharmaceuticals, healthcare services, and biotechnology.
Via
InvestorPlace
Vivek Ramaswamy-Founded Roivant's Anti-Inflammatory Drug Aces Mid-Stage Study
↗
April 02, 2024
Roivant Sciences and Priovant Therapeutics report Phase 2 results for brepocitinib in treating non-anterior non-infectious uveitis. Week 24 data show promising efficacy, with lower treatment failure...
Via
Benzinga
Roivant Sciences Stock Flirts With Breakout On 'Extremely Positive' Eye-Disease Study
↗
April 02, 2024
The company hopes to treat noninfectious uveitis and is rivaling AbbVie's Humira.
Via
Investor's Business Daily
Roivant Announces Positive NEPTUNE Study Results for Brepocitinib in NIU, as well as Board Authorization for up to $1.5 Billion Share Repurchase Program, Including Repurchase of Entire Sumitomo Pharma Stake for $648 Million
April 02, 2024
From
Roivant Sciences
Via
GlobeNewswire
10 Health Care Stocks Whale Activity In Today's Session
↗
March 29, 2024
Via
Benzinga
Solar Stocks Rally, Led By Sunrun, SolarEdge, Enphase
↗
March 27, 2024
Solar stocks are racking up a strong day in trading, with several of the renewable energy firms up by double-digits in Wednesday trading.
Via
Investor's Business Daily
5 Value Stocks In The Healthcare Sector
↗
February 19, 2024
Via
Benzinga
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