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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
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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
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
MARKET RESEARCH
Featured Quarterly Newsletter
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Saratoga Investment Corp New
(NY:
SAR
)
23.12
UNCHANGED
Streaming Delayed Price
Updated: 7:00 PM EST, Jan 12, 2026
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Kornit Digital, Simulations Plus And 3 Stocks To Watch Heading Into Wednesday
↗
July 06, 2022
With the US stock futures trading higher this morning on Wednesday, some of the stocks that may grab investor focus today are as follows:
Via
Benzinga
Saratoga Investment's Earnings: A Preview
↗
July 05, 2022
Saratoga Investment (NYSE:SAR) is set to give its latest quarterly earnings report on Wednesday, 2022-07-06. Here's what investors need to know before the announcement. Analysts estimate that Saratoga...
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Benzinga
Friday Is Your Last Chance To Buy Saratoga Investment Before The Dividend Payout
↗
June 08, 2022
Friday marks the last chance for investors to receive the next dividend payout from Saratoga Investment (NYSE:SAR).
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Benzinga
Saratoga Investment: Q3 Earnings Insights
↗
January 06, 2022
Saratoga Investment (NYSE:SAR) reported its Q3 earnings results on Wednesday, January 5, 2022 at 04:00 PM. Here's what investors need to know about the announcement....
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Benzinga
Earnings Scheduled For January 5, 2022
↗
January 05, 2022
Companies Reporting Before The Bell • UniFirst (NYSE:UNF) is expected to report quarterly earnings at $1.95 per share on revenue of $474.63 million. • RPM...
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Benzinga
Earnings Scheduled For May 5, 2021
↗
May 05, 2021
Companies Reporting Before The Bell • Monmouth Real Estate (NYSE:MNR) is likely to report earnings for its second quarter. • EyePoint Pharmaceuticals (NASDAQ:EYPT...
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Benzinga
Saratoga Investment Corp - Stock Of The Day
↗
April 06, 2021
Revenue expected to be down 4.60% this year but up again by 9.00% next year. Earnings estimated to decrease by 83.40% this year but increase again by 103.00% next year.
Via
Talk Markets
Saratoga Investment's Earnings Outlook
↗
January 04, 2022
Saratoga Investment (NYSE:SAR) is set to give its latest quarterly earnings report on Wednesday, 2022-01-05. Here's what investors need to know before the announcement. Analysts...
Via
Benzinga
Price To Earnings Ratio Insights For Saratoga Investment
↗
January 03, 2022
Looking into the current session, Saratoga Investment Inc. (NYSE:SAR) is trading at $29.37, after a 0.1% drop. Over the past month, the stock decreased by 0.02%, but over...
Via
Benzinga
Recap: Saratoga Investment Q2 Earnings
↗
October 07, 2021
Saratoga Investment(NYSE:SAR) stock rose by 1.22% on Wednesday after the company reported its Q2 earnings results on Tuesday, October 5, 2021 at 04:00 PM. Here's what...
Via
Benzinga
Saratoga Investment Corp (SAR) Q2 2022 Earnings Call Transcript
↗
October 06, 2021
SAR earnings call for the period ending August 31, 2021.
Via
The Motley Fool
Topics
Earnings
A Peek Into The Markets: US Stock Futures Gain Ahead Of Services Index
↗
October 05, 2021
Pre-open movers U.S. stock futures traded higher in early pre-market trade after the Nasdaq index dipped over 2% in the previous session. Investors are awaiting earnings results...
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Benzinga
5 Stocks To Watch For October 5, 2021
↗
October 05, 2021
Some of the stocks that may grab investor focus today are: Wall Street expects PepsiCo, Inc. (NASDAQ: PEP) to report quarterly earnings at $1.73 per share on revenue of $19.32...
Via
Benzinga
Earnings Scheduled For October 5, 2021
↗
October 05, 2021
Companies Reporting Before The Bell • PepsiCo (NASDAQ:PEP) is likely to report quarterly earnings at $1.73 per share on revenue of $19.32 billion. Companies...
Via
Benzinga
A Look Into Saratoga Investment's Price Over Earnings
↗
September 30, 2021
In the current session, Saratoga Investment Inc. (NYSE:SAR) is trading at $28.89, after a 0.1% gain. Over the past month, the stock increased by 0.73%, and in the...
Via
Benzinga
Stocks That Hit 52-Week Highs On Friday
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August 27, 2021
Before 10 a.m. ET Friday, 183 stocks hit new 52-week highs. Areas of Significance: Alphabet (NASDAQ:GOOG) was the biggest firm by market cap to hit a new 52-week...
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Benzinga
Saratoga Investment Corp (SAR) Q1 2022 Earnings Call Transcript
↗
July 08, 2021
SAR earnings call for the period ending May 31, 2021.
Via
The Motley Fool
Topics
Earnings
Recap: Saratoga Investment Q1 Earnings
↗
July 07, 2021
Shares of Saratoga Investment (NYSE:SAR) rose in after-market trading after the company reported Q1 results. Quarterly Results Earnings per share rose 9.80% over the past year to...
Via
Benzinga
Earnings Scheduled For July 7, 2021
↗
July 07, 2021
Companies Reporting Before The Bell • MSC Industrial Direct Co (NYSE:MSM) is likely to report quarterly earnings at $1.37 per share on revenue of $847.22 million....
Via
Benzinga
Earnings Outlook For Saratoga Investment
↗
July 06, 2021
Saratoga Investment (NYSE:SAR) unveils its next round of earnings this Wednesday, July 07. Get prepared with Benzinga's ultimate preview for Saratoga Investment's Q1 earnings....
Via
Benzinga
Stocks That Hit 52-Week Highs On Friday
↗
July 02, 2021
Before 10 a.m. ET Friday, 146 stocks hit new 52-week highs. Interesting Facts: The largest company by market cap to set a new 52-week high was Microsoft (NASDAQ:...
Via
Benzinga
Stocks That Hit 52-Week Highs On Wednesday
↗
June 30, 2021
This morning 132 companies reached new 52-week highs. Noteworthy Mentions: The largest company by market cap to break to a new 52-week high was NVIDIA (NASDAQ:NVDA...
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Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For June 16, 2021
↗
June 16, 2021
Upgrades According to Piper Sandler, the prior rating for First Bancorp (NASDAQ:
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Benzinga
Saratoga Investment Corp (SAR) Q4 2021 Earnings Call Transcript
↗
May 07, 2021
SAR earnings call for the period ending March 31, 2021.
Via
The Motley Fool
Topics
Earnings
Stocks That Hit 52-Week Highs On Tuesday
↗
April 06, 2021
This morning 263 companies set new 52-week highs. Things to Consider: The largest company by market cap to set a new 52-week high was Alphabet (NASDAQ:GOOG). MV Oil...
Via
Benzinga
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