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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
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Quarterly Performance Reports
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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
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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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PureTech Health plc - American Depositary Shares
(NQ:
PRTC
)
17.42
UNCHANGED
Streaming Delayed Price
Updated: 4:00 PM EDT, May 20, 2026
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All News about PureTech Health plc - American Depositary Shares
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PureTech Founded Entity Vedanta Biosciences Unveils State-of-the-Art Manufacturing Facility to Provide Clinical and Commercial Supply of Oral Therapies Based on Defined Bacterial Consortia
June 28, 2022
From
PureTech Health plc
Via
Business Wire
Results of Annual General Meeting
June 15, 2022
From
PureTech Health plc
Via
Business Wire
PureTech Meets Milestone of Achieving Oral Bioavailability of Allopregnanolone in Healthy Adults Dosed with LYT-300
June 14, 2022
From
PureTech Health plc
Via
Business Wire
Earnings Scheduled For April 26, 2022
↗
April 26, 2022
Companies Reporting Before The Bell • First American Financial (NYSE:FAF) is estimated to report quarterly loss at $0.09 per share on revenue of $46.41 million.
Via
Benzinga
PureTech Reports Results from Phase 2 Study of LYT-100-COV in Post-Acute “Long” COVID with Respiratory Complications
June 14, 2022
From
PureTech Health plc
Via
Business Wire
PureTech Founded Entity Akili Announces Veteran Life Sciences Executive Matt Franklin in Newly Created Role of President and Chief Operating Officer
June 06, 2022
From
PureTech Health plc
Via
Business Wire
PureTech to Present at the Jefferies Healthcare Conference
June 01, 2022
From
PureTech Health
Via
Business Wire
PureTech Founded Entity Akili Integrates First-of-its-Kind Prescription Video Game Treatment with the Virtual World Through Partnership with Roblox
May 26, 2022
From
PureTech Health plc
Via
Business Wire
PureTech Founded Entity Vedanta Biosciences Presents Data from Multiple Studies at Digestive Disease Week 2022 Annual Meeting
May 24, 2022
From
PureTech Health plc
Via
Business Wire
Vedanta Presents Data from Multiple Studies at Digestive Disease Week 2022 Annual Meeting
May 24, 2022
From
Vedanta Biosciences
Via
Business Wire
PureTech to Present at the UBS Global Healthcare Conference
May 17, 2022
From
PureTech Health plc
Via
Business Wire
PureTech Presents Additional Phase 1 Data for LYT-100 at American Thoracic Society 2022
May 16, 2022
From
PureTech Health plc
Via
Business Wire
PureTech Announces Share Buyback Program Update
May 09, 2022
From
PureTech Health plc
Via
Business Wire
PureTech Announces Share Buyback Program of up to $50 Million
May 05, 2022
From
PureTech Health plc
Via
Business Wire
PureTech Founded Entity Gelesis Announces Clinical Data Demonstrating Weight Loss with GS200 in Adults with Prediabetes and Type 2 Diabetes Presented at the European Congress on Obesity 2022
May 04, 2022
From
PureTech Health plc
Via
Business Wire
PureTech Founded Entity Gelesis Announces its Proprietary Superabsorbent Hydrogel Induced Beneficial Changes to the Gut Microbiota and Expanded Akkermansia, a Bacterial Species Associated with Gut Health and Weight Loss, in New Study
April 29, 2022
From
PureTech Health plc
Via
Business Wire
Stocks That Hit 52-Week Lows On Friday
↗
April 29, 2022
On Friday, 213 companies hit new 52-week lows.
Via
Benzinga
PureTech Announces Annual Results for Year Ended December 31, 2021
April 26, 2022
From
PureTech
Via
Business Wire
PureTech Health Earnings Conference Call Is Coming Up, Here's What You Need To Know
↗
April 14, 2022
PureTech Health (NASDAQ:PRTC) will host a conference call at 02:00 AM ET on April 26, 2022, to discuss FY 2021 earnings results. How to Attend PureTech Health (PRTC) Conference Call Follow this link to...
Via
Benzinga
PureTech Founded Entity Vedanta Biosciences Publishes Phase 1a/1b Results for Lead Program VE303 in Cell Host & Microbe and Highlights Planned Presentations of Phase 2 VE303 Results
April 13, 2022
From
PureTech Health plc
Via
Business Wire
PureTech Founded Entity Akili Announces American Journal of Psychiatry Publication of Data Demonstrating its Digital Therapeutic AKL-T03 Improves Cognitive Impairments in Adults w/ Major Depressive Disorder When Combined w/ Antidepressant Medication
April 12, 2022
From
PureTech Health plc
Via
Business Wire
PureTech Announces Publication of Research from Collaborators Demonstrating PureTech’s Glyph™ Platform Enhances Oral Absorption of Buprenorphine (a Clinically-Validated Opioid Replacement Therapy)
April 12, 2022
From
PureTech Health plc
Via
Business Wire
PureTech Health: Notice of Results
April 07, 2022
From
PureTech Health
Via
Business Wire
Drug makers, Scientists Working For Long COVID Treatments: Reuters
↗
March 25, 2022
Researchers and drugmakers, including those who have launched antiviral pills and monoclonal antibodies for COVID-19, are having early discussions about targeting Long COVID,
Via
Benzinga
PureTech Appoints Sharon Barber-Lui to Board of Directors & Audit Committee
March 24, 2022
From
PureTech Health plc
Via
Business Wire
PureTech Founded Entity Akili Appoints Game Industry Veteran Behind Bejeweled, Plants vs. Zombies as Chief Product Officer
March 17, 2022
From
PureTech Health plc
Via
Business Wire
PureTech Founded Entity Gelesis® Releases Preliminary National Launch Results for Plenity®: Record-Breaking Levels of Prescriptions and Online Traffic
March 16, 2022
From
PureTech Health plc
Via
Business Wire
Stocks That Hit 52-Week Lows On Wednesday
↗
March 09, 2022
During Wednesday's session, 35 companies made new 52-week lows. 52-Week High And Low Highlights: The company with the largest market cap to set a new 52-week low was...
Via
Benzinga
Stocks That Hit 52-Week Lows On Friday
↗
February 18, 2022
On Friday, 313 companies hit new 52-week lows. Things to Consider About Today's 52-Week Lows: The largest company in terms of market cap to set a new 52-week...
Via
Benzinga
PureTech Founded Entity Akili Announces PLOS ONE Publication of Clinical Study Results and EEG Data Showing Akili Digital Therapeutic EndeavorRx® Activates Systems in Brain Key to Attentional Functioning
February 17, 2022
From
PureTech Health plc
Via
Business Wire
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