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Advantages of Our Bid Wanted System
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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
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P3 Health Partners Inc. - Class A Common Stock
(NQ:
PIII
)
3.500
+0.010 (+0.29%)
Streaming Delayed Price
Updated: 3:59 PM EST, Jan 2, 2026
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Carlyle Group, Nikola And 3 Stocks To Watch Heading Into Friday
↗
March 31, 2023
With US futures trading higher this morning on Friday, some of the stocks that may grab investor focus today are as follows:
Via
Benzinga
US Stocks Rise For Second-Straight Session, Investor Fear Eases
↗
March 31, 2023
The CNN Money Fear and Greed index showed further easing in the fear level among U.S. investors. US stocks closed higher for a second straight session on Thursday, with the Dow Jones adding more than...
Via
Benzinga
P3 Health Partners Announces Date Change for Fourth-Quarter and Full-Year 2022 Earnings Call
March 30, 2023
From
P3 Health Partners Inc.
Via
Business Wire
Earnings Scheduled For March 30, 2023
↗
March 30, 2023
Companies Reporting Before The Bell • Creative Realities (NASDAQ:CREX) is estimated to report quarterly loss at $0.12 per share on revenue of $10.80 million.
Via
Benzinga
Stocks That Hit 52-Week Lows On Wednesday
↗
March 15, 2023
On Wednesday, 479 stocks made new 52-week lows.
Via
Benzinga
Analyst Seems Optimistic On P3 Health Partners Despite Mixed Interim Annual Results
↗
January 12, 2023
Via
Benzinga
Today’s Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Tuesday
↗
March 28, 2023
We're starting off the day with a breakdown of the biggest pre-market stock movers traders need to know about on Tuesday!
Via
InvestorPlace
P3 Health Partners to Report Fourth-Quarter and Full-Year 2022 Financial Results on March 30
March 24, 2023
From
P3 Health Partners Inc.
Via
Business Wire
P3 Health Partners Affirms 2023 Outlook and Schedules Earnings Call for 2022 Results
March 14, 2023
From
P3 Health Partners Inc.
Via
Business Wire
Stocks That Hit 52-Week Lows On Tuesday
↗
March 14, 2023
Tuesday's morning session saw 84 companies set new 52-week lows.
Via
Benzinga
P3 Health Partners Executive to Present at Upcoming Investor Conferences
March 09, 2023
From
P3 Health Partners Inc.
Via
Business Wire
P3 Health Partners CEO to Present at Upcoming Investor Conference
March 02, 2023
From
P3 Health Partners Inc.
Via
Business Wire
Billion Dollar Healthcare Giant P3 Health Partners Inc. (NASDAQ: PIII) Focused on Helping Both Patients and Providers Affirms Revenue Guidance of 1.2 Billion Plus for 2023; a 65% Increase over 2021
February 22, 2023
Via
Get News
Billion Dollar Healthcare Giant P3 Health Partners Inc. (NASDAQ: PIII) Focused on Helping Both Patients and Providers Affirms Revenue Guidance of 1.2 Billion Plus for 2023; a 65% Increase over 2021
February 21, 2023
Via
Viz Release
Stocks That Hit 52-Week Lows On Friday
↗
February 10, 2023
During Friday, 48 stocks hit new 52-week lows.
Via
Benzinga
Stocks That Hit 52-Week Lows On Wednesday
↗
January 25, 2023
On Wednesday, 22 companies hit new 52-week lows.
Via
Benzinga
P3 Health Partners Reaffirms Guidance For 2022 and Announces Guidance For 2023
January 11, 2023
From
P3 Health Partners Inc.
Via
Business Wire
P3 Health Partners to Present at the 41st Annual J.P. Morgan Healthcare Conference
January 03, 2023
From
P3 Health Partners Inc.
Via
Business Wire
Stocks That Hit 52-Week Lows On Thursday
↗
December 22, 2022
Thursday's session saw 329 companies set new 52-week lows.
Via
Benzinga
Stocks That Hit 52-Week Lows On Tuesday
↗
December 20, 2022
On Tuesday, 298 companies achieved new lows for the year.
Via
Benzinga
P3 Health Partners Names Atul Kavthekar Chief Financial Officer
December 01, 2022
From
P3 Health Partners Inc.
Via
Business Wire
P3 Health Partners Provides Third-Quarter and Year-to-Date 2022 Financial Results
November 14, 2022
From
P3 Health Partners, Inc.
Via
Business Wire
P3 Health Partners to Present Third Quarter 2022 Financial Results
November 10, 2022
From
P3 Health Partners Inc.
Via
Business Wire
P3 Health Partners Announces Participation in Credit Suisse Healthcare Conference
November 02, 2022
From
P3 Health Partners Inc.
Via
Business Wire
Earnings Scheduled For November 14, 2022
↗
November 14, 2022
Companies Reporting Before The Bell • Opiant Pharma (NASDAQ:OPNT) is estimated to report quarterly loss at $1.49 per share on revenue of $3.68 million.
Via
Benzinga
P3 Health Partners Announces Nasdaq’s Confirmation that it has Regained Compliance with Listing Requirements
October 27, 2022
From
P3 Health Partners Inc.
Via
Business Wire
P3 Health Partners Announces Receipt of Nasdaq Notice of Delisting and Intention to Appeal
October 04, 2022
From
P3 Health Partners Inc.
Via
Business Wire
12 Health Care Stocks Moving In Thursday's After-Market Session
↗
September 22, 2022
Gainers Genfit (NASDAQ:GNFT) shares increased by 27.4% to $5.12 during Thursday's after-market session. The market value of their outstanding shares is at $255.0 million.
Via
Benzinga
P3 Health Partners CEO Dr. Sherif Abdou to Speak at Nephron 2nd Annual Physician Enablement Symposium
September 21, 2022
From
P3 Health Partners Inc.
Via
Business Wire
P3 Arizona Announces New Medical Clinic in Cochise County, Arizona
September 13, 2022
From
P3 Health Partners Inc.
Via
Business Wire
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