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home
about us
Investment Approach
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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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Back Dated Performance Reports
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Market Value Securities (MVS)
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
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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
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TAF® Program
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Additional Information
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Event Schedule
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Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
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XIAO-I Corporation - American Depositary Shares
(NQ:
AIXI
)
0.9646
-0.1054 (-9.85%)
Streaming Delayed Price
Updated: 4:00 PM EST, Nov 3, 2025
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ROSEN, RECOGNIZED INVESTOR COUNSEL, Encourages Xiao-I Corporation Investors to Inquire About Securities Class Action Investigation - AIXI
May 20, 2024
WHY: NEW YORK, NY - (NewMediaWire) - May 20, 2024 - Rosen Law Firm, a global investor rights law firm, continues to investigate potential securities claims on behalf of shareholders of Xiao-I...
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TheNewswire.com
Xiao-I Pioneers Use of Large Language Model in Civic Hearings: Empowering ISVs and Driving Commercialization
May 20, 2024
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ROSEN, A GLOBAL AND LEADING LAW FIRM, Encourages Xiao-I Corporation Investors to Inquire About Securities Class Action Investigation - AIXI
May 17, 2024
Search for the latest press releases from publicly traded companies, private corporations, non-profits and other public sector organizations.
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ROSEN, A GLOBAL AND LEADING LAW FIRM, Encourages Xiao-I Corporation Investors to Inquire About Securities Class Action Investigation - AIXI
May 17, 2024
WHY: NEW YORK, NY - (NewMediaWire) - May 17, 2024 - Rosen Law Firm, a global investor rights law firm, announces an investigation of potential securities claims on behalf of shareholders of Xiao-I...
Via
TheNewswire.com
ROSEN, LEADING INVESTOR COUNSEL, Encourages Xiao-I Corporation Investors to Inquire About Securities Class Action Investigation – AIXI
May 15, 2024
From
The Rosen Law Firm PA
Via
GlobeNewswire
AIXI LOSS ALERT: ROSEN, LEADING INVESTOR COUNSEL, Encourages Xiao-I Corporation Investors to Inquire About Securities Class Action Investigation – AIXI
May 10, 2024
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Xiao-I and eRoad Forge Strategic Partnership to Drive Commercialization Through Xiao-I's Hua Zang Ecosystem
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