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home
about us
Investment Approach
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Value Proposition
Team Biographies
Firm ADV PDFs
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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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
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
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
Bond Fund Seminar
RSVP-Signup Form
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Solar Integrated Roofing Corp
(OP:
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This Week on MoneyTV with Donald Baillargeon, 3/11
March 11, 2022
HOLLYWOOD, CA / ACCESSWIRE / March 11, 2022 / Solar power, Fizzique and Storm, business of war; this week on MoneyTV with Donald Baillargeon MoneyTV is the internationally syndicated television program...
From
MoneyTV
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Solar Integrated Roofing Corp. Retains Strategic Advisory Firm International Monetary
March 07, 2022
Full-Service Merchant Banking and Advisory Firm to Tap Nationwide Network of Accredited Investors, Analysts and Broker-Dealers HENDERSON, NV / ACCESSWIRE / March 7, 2022 / Solar Integrated Roofing...
From
Solar Integrated Roof Corp.
Via
AccessWire
Solar Integrated Roofing Corp. Announces New Pricing Agreement with Tier-1 Solar Suppliers to Enhance National Margin Profile
March 03, 2022
SIRC Family of Companies to Offer Enphase's Energy System, Including Backup Batteries and Microinverters, Spanning its 250+ Sales Teams Across 40 States New Pricing Agreement with Enphase and Tier-1...
From
Solar Integrated Roof Corp.
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AccessWire
Topics
Supply Chain
Solar Integrated Roofing Corp. to Form Dominant Player in EV Charging Market with Planned Acquisition of Charging Installer with $100 Million Order Pipeline, Buoyed by $5 Billion in Federal Stimulus
March 01, 2022
Company to Refocus Sales Efforts from National Roofing Segments to Address Significant Near-Term EV Charging Opportunity; Sales Run Rate Expected to Exceed $400 Million Annually After Closing Announced...
From
Solar Integrated Roof Corp.
Via
AccessWire
Topics
Electric Vehicles
Solar Integrated Roofing Corp. Appoints Energy Industry Veteran Gregory Craig to Board of Directors
February 24, 2022
Respected Energy Executive to Join Board as Independent Director; Public Company Experience to be Vital as SIRC Seeks to Uplist to a National Exchange EL CAJON, CA / ACCESSWIRE / February 24, 2022 /...
From
Solar Integrated Roof Corp.
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Solar Integrated Roofing Corp. Secures $45 Million Co-Development Agreement for Georgia School Solar Projects
February 22, 2022
SIRC Subsidiary USA Solar Networks to Manage Construction, Capital Structuring and Materials Procurement Spanning 17 High School Solar Installations EL CAJON, CA / ACCESSWIRE / February 22, 2022 /...
From
Solar Integrated Roof Corp.
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This Week on MoneyTV with Donald Baillargeon, 2/18
February 18, 2022
HOLLYWOOD, CA / ACCESSWIRE / February 18, 2022 / Fizzique and Storm, mastering finances, cannabis space; this week on MoneyTV with Donald Baillargeon MoneyTV is the internationally syndicated...
From
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Topics
Cannabis
This Week on MoneyTV with Donald Baillargeon, 2/11
February 11, 2022
HOLLYWOOD, CA / ACCESSWIRE / February 11, 2022 / Metaverse, solar growth, funding companies; this week on MoneyTV with Donald Baillargeon MoneyTV is the internationally syndicated television program...
From
MoneyTV
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AccessWire
Solar Integrated Roofing Corp. Appoints Respected Energy Entrepreneur Michael Fallquist to Board of Directors
January 24, 2022
Michael Fallquist to Bring Extensive Capital Markets and M&A Experience to the Board of Directors EL CAJON, CA / ACCESSWIRE / January 24, 2022 / Solar Integrated Roofing Corp. (OTC PINK:SIRC), an...
From
Solar Integrated Roof Corp.
Via
AccessWire
Solar Integrated Roofing Corp. Announces Seven Planned Acquisitions Totaling Over $78 Million in Projected Annual Revenue, Positioning Company for Significant Growth in 2022
January 18, 2022
Company Signs Binding Letters of Intent (LOIs) for Seven Acquisitions for Aggregate Cash Proceeds of $21.6 Million; Management Expects to Realize Over $78 Million in Incremental Revenue EL CAJON, CA /...
From
Solar Integrated Roof Corp.
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Solar Integrated Roofing Corp. Reports Record Third Quarter Fiscal 2022 Financial Results; On-Track to Substantially Exceed $100M Financial Guidance as Annual Run-Rate Approaches $200M
January 14, 2022
Third Quarter Fiscal 2022 Revenue Increases 964% Year-over-Year to Record $48.2 Million; Management Guides Significant Sequential Revenue Growth Entering CY2022 EL CAJON, CA / ACCESSWIRE / January 14,...
From
Solar Integrated Roof Corp.
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This Week on MoneyTV with Donald Baillargeon, 12/17
December 17, 2021
HOLLYWOOD, CA / ACCESSWIRE / December 17, 2021 / Autonomous rideshare, solar growth, spiritual enlightenment; this week on MoneyTV with Donald Baillargeon MoneyTV is the internationally syndicated...
From
MoneyTV
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Solar Integrated Roofing Corp. to Present at Benzinga Global Small Cap Conference
December 07, 2021
EL CAJON, CA / ACCESSWIRE / December 7, 2021 / Solar Integrated Roofing Corp. (OTC PINK:SIRC), an integrated, single-source solar power and roofing systems installation company, today announced that...
From
Solar Integrated Roof Corp.
Via
AccessWire
Topics
Electric Vehicles
This Week on MoneyTV with Donald Baillargeon, 12/3
December 03, 2021
HOLLYWOOD, CA / ACCESSWIRE / December 3, 2021 / Cancer research, solar growth, cannabis space, smash and grab; this week on MoneyTV with Donald Baillargeon MoneyTV is the internationally syndicated...
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Solar Integrated Roofing Corp. Submits Application to Uplist to OTCQB Venture Market
December 02, 2021
EL CAJON, CA / ACCESSWIRE / December 2, 2021 / Solar Integrated Roofing Corp. (OTC PINK:SIRC), an integrated, single-source solar power and roofing systems installation company, today submitted its...
From
Solar Integrated Roof Corp.
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Electric Vehicles
Solar Integrated Roofing Corp. Announces Live Discord Investor Q&A on Thursday, December 2nd, 2021 At 7:00 p.m. Eastern
December 01, 2021
EL CAJON, CA / ACCESSWIRE / December 1, 2021 / Solar Integrated Roofing Corp. (OTC PINK:SIRC), an integrated, single-source solar power and roofing systems installation company, today announced that it...
From
Solar Integrated Roof Corp.
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AccessWire
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Electric Vehicles
Rx SeedCoin Partners with Solar Integrated Roofing Corp. for Clean Energy Blockchain Development Project
November 24, 2021
FORT WASHINGTON, MD / ACCESSWIRE / November 24, 2021 / Rx SeedCoin, Inc. (RxSeedCoin.io:WSOW) an advanced Blockchain technology organization that strives to uplift humanity, and provide solutions for...
From
Rx SeedCoin
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Fraud
Solar Integrated Roofing Corp. Announces Solar Solution Initiative for Poultry Farms
November 24, 2021
SIRC Subsidiary USA Solar Networks Successful Beta Program to Provide Solar and Alternative Energy Solutions to Poultry Farms Nationwide EL CAJON, CA / ACCESSWIRE / November 24, 2021 / Solar Integrated...
From
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Solar Integrated Roofing Corp. Appoints Veteran Finance Executive Wanda Witoslawski as Chief Financial Officer
November 23, 2021
EL CAJON, CA / ACCESSWIRE / November 23, 2021 / Solar Integrated Roofing Corp. (OTC:SIRC), an integrated, single-source solar power and roofing systems installation company, today announced that the...
From
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Solar Integrated Roofing Corp. Appoints Veteran Renewable Energy Finance Executive Héctor Peña to Board of Directors
November 23, 2021
Additional Independent Board Member Qualifies Company for Application to Uplist to OTCQB EL CAJON, CA / ACCESSWIRE / November 23, 2021 / Solar Integrated Roofing Corp. (OTC PINK:SIRC), an integrated,...
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Energy
Solar Integrated Roofing Corp. Appoints Pablo Diaz as President
November 19, 2021
Respected Industry Executive and CEO of USA Solar Networks to Spearhead Growth Across the SIRC Family of Companies EL CAJON, CA / ACCESSWIRE / November 19, 2021 / Solar Integrated Roofing Corp. (OTC...
From
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This Week on MoneyTV with Donald Baillargeon, 11/21
November 12, 2021
HOLLYWOOD, CA / ACCESSWIRE / November 12, 2021 / Graviola fruit, cancer treatments, solar growth, gas station profits; this week on MoneyTV with Donald Baillargeon MoneyTV is the internationally...
From
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Solar Integrated Roofing Corp. Partners with Heartland Construction for Electric Vehicle Charging Station Installations
November 11, 2021
SIRC Subsidiary Pacific Lighting Energy Management Company Signs Agreement to Install EV Chargers at up to 200 Apartment Buildings Nationally EL CAJON, CA / ACCESSWIRE / November 11, 2021 / Solar...
From
Solar Integrated Roof Corp.
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Solar Integrated Roofing Corp. Secures Lease Agreement with Tier-1 Agriculture Operator for $36 Million Micro-Grid Project
November 09, 2021
EL CAJON, CA / ACCESSWIRE / November 9, 2021 / Solar Integrated Roofing Corp. (OTC PINK:SIRC), an integrated, single-source solar power and roofing systems installation company, today announced that...
From
Solar Integrated Roof Corp.
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AccessWire
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Electric Vehicles
Solar Integrated Roofing Corp. Announces $42.0 Million Equity Purchase Agreement with Arbiter Capital
November 03, 2021
Proceeds to Drive Share Buybacks, Acquisitions and Continued Organic Growth EL CAJON, CA / ACCESSWIRE / November 3, 2021 / Solar Integrated Roofing Corp. (OTC PINK:SIRC), an integrated, single-source...
From
Solar Integrated Roof Corp.
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AccessWire
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Electric Vehicles
Solar Integrated Roofing Corp. Announces Completion of Audit
November 02, 2021
Company Finalizing Preparations Ahead of Near-Term Application to Uplist to the OTCQB® Venture Market EL CAJON, CA / ACCESSWIRE / November 2, 2021 / Solar Integrated Roofing Corp. (OTC PINK:SIRC), an...
From
Solar Integrated Roof Corp.
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AccessWire
Topics
Electric Vehicles
Regulatory Compliance
Solar Integrated Roofing Corp. Partners with RxSeed Coin for Cryptocurrency Commercial Project Financing Solutions
October 26, 2021
SIRC Subsidiary USA Solar Networks capital raised will fund global humanitarian-based solar projects including schools, churches, and disenfranchised communities EL CAJON, CA / ACCESSWIRE / October 26,...
From
Solar Integrated Roof Corp.
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Electric Vehicles
Solar Integrated Roofing Corp. Appoints Dr. Philip Yin as Chief Operating Officer of USA Solar Networks
October 19, 2021
Veteran CEO of Nasdaq Listed Semiconductor Company to Drive Subsidiary Expansion EL CAJON, CA / ACCESSWIRE / October 19, 2021 / Solar Integrated Roofing Corp. (OTC PINK:SIRC), an integrated,...
From
Solar Integrated Roof Corp.
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AccessWire
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Electric Vehicles
Intellectual Property
Healixa Signs Supply Partnership With Solar Integrated Roofing Corp. For Global Aquaduct(R) Solar Components
October 05, 2021
The component parts alone for Global Aquaduct® represent a potential $90,000,000 addressable market opportunity for Solar Integrated Roofing NEW YORK, NY AND EL CAJON, CA / ACCESSWIRE / October 5, 2021...
From
Solar Integrated Roof Corp.
Via
AccessWire
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Electric Vehicles
Intellectual Property
Solar Integrated Roofing Corp. Engages Dutchess Strategic Advisors to Assist on Corporate Development Strategy and Up-Listing
October 01, 2021
EL CAJON, CA / ACCESSWIRE / October 1, 2021 / Solar Integrated Roofing Corp. (the "Company") (OTC PINK:SIRC), an integrated, single-source solar power and roofing systems installation company, today...
From
Solar Integrated Roof Corp.
Via
AccessWire
Topics
Electric Vehicles
Regulatory Compliance
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