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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
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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 Akili Interactive Announces Filing of Registration Statement on S-4 in Connection with its Proposed Business Combination with Social Capital Suvretta Holdings Corp. I
February 15, 2022
From
PureTech Health
Via
Business Wire
PureTech to Present at the SVB Leerink 11th Annual Global Healthcare Conference
February 10, 2022
From
PureTech Health
Via
Business Wire
PureTech Founded Entity Gelesis to Launch Plenity® National Media Campaign That Challenges Restrictive Dieting Norms
January 31, 2022
From
PureTech Health plc
Via
Business Wire
PureTech Founded Entity Akili Interactive, a Leader in Digital Medicine, to Become Publicly Traded Through Combination with Social Capital Suvretta Holdings Corp. I
January 26, 2022
From
PureTech Health plc
Via
Business Wire
12 Health Care Stocks Moving In Friday's Intraday Session
↗
January 21, 2022
Gainers Biophytis (NASDAQ:BPTS) shares rose 12.3% to $5.28 during Friday's regular session. The market value of their outstanding shares is at $68.0 million. Intra-...
Via
Benzinga
Gelesis, Maker Of Weight Loss Pill, Concludes SPAC Deal; Trading Kickstarts Today
↗
January 14, 2022
PureTech Health plc (NASDAQ: PRTC) founded entity Gelesis Inc, maker of weight management aid, has completed its business combination with Capstar Special...
Via
Benzinga
PureTech Founded Entity Gelesis, the Maker of Plenity® for Weight Management, Will Debut as a Publicly Traded Company Following the Closing of its Business Combination with Capstar
January 14, 2022
From
PureTech Health plc
Via
Business Wire
PureTech to Present at 40th Annual J.P. Morgan Healthcare Conference
January 07, 2022
From
PureTech Health plc
Via
Business Wire
PureTech’s LYT-100 (Deupirfenidone) Achieves 50% Reduction in Healthy Older Adults Experiencing GI-Related Adverse Events Compared to Pirfenidone
January 06, 2022
From
PureTech Health plc
Via
Business Wire
PureTech Founded Entity Gelesis Appoints Inogen Co-Founder and Former CFO Ali Bauerlein to Board of Directors and Audit Committee
January 05, 2022
From
PureTech Health plc
Via
Business Wire
PureTech Provides End of Year Report on Key Progress Across Wholly Owned Programs and Founded Entities
December 16, 2021
From
PureTech Health
Via
Business Wire
PureTech Presents Preclinical Proof-of-Concept Data for LYT-300 (Oral Allopregnanolone) as Potential Treatment for Neurological and Neuropsychological Conditions
December 08, 2021
From
PureTech Health plc
Via
Business Wire
PureTech Advances Wholly-Owned Candidate LYT-300 (Oral Allopregnanolone) into Clinical Study for Potential Treatment of Neurological and Neuropsychological Conditions
December 07, 2021
From
PureTech Health plc
Via
Business Wire
12 Health Care Stocks Moving In Thursday's Intraday Session
↗
December 02, 2021
Gainers Biofrontera (NASDAQ:BFRI) shares ...
Via
Benzinga
PureTech Founded Entity Gelesis Announces FDA-Cleared Weight Management Approach, Plenity®, Now Broadly Available and Leading Nutrition Authority Joy Bauer, MS, RDN, CDN, Joins as Chief Nutrition Officer
December 01, 2021
From
PureTech Health plc
Via
Business Wire
PureTech Founded Entity Gelesis Receives $30 Million Plenity® Order from Ro
November 18, 2021
From
PureTech Health plc
Via
Business Wire
PureTech Announces Publication of Phase 1 Results for LYT-100 in the Journal Clinical Pharmacology in Drug Development and Provides Timing Updates
November 16, 2021
From
PureTech Health plc
Via
Business Wire
PureTech Announces Participation in Two Upcoming Investor Conferences
November 15, 2021
From
PureTech Health plc
Via
Business Wire
PureTech Presents Clinical Trial Design Supporting Wholly Owned Immuno-Oncology Candidate LYT-200 at the Society for Immunotherapy of Cancer (SITC) 36th Annual Meeting
November 12, 2021
From
PureTech Health plc
Via
Business Wire
PureTech Receives Orphan Drug Designation for Wholly Owned Candidate LYT-200 for the Treatment of Pancreatic Cancer
November 11, 2021
From
PureTech Health plc
Via
Business Wire
PureTech Founded Entity Karuna Therapeutics and Zai Lab Announce Strategic Collaboration for Development, Manufacturing, and Commercialization of KarXT in Greater China
November 09, 2021
From
PureTech Health plc
Via
Business Wire
PureTech Announces Participation at the Jefferies London Healthcare Conference
November 09, 2021
From
PureTech Health plc
Via
Business Wire
PureTech Is Pleased to Note Publication in Nature’s Scientific Reports Featuring the Gelesis Foundational Biomimetic Platform for Treating Obesity and Conditions Related to Diet-Induced Gut Damage
November 01, 2021
From
PureTech Health plc
Via
Business Wire
PureTech Founded Entity Vedanta Biosciences Appoints Simona Levi as Chief Legal Officer and Corporate Secretary
October 14, 2021
From
PureTech Health plc
Via
Business Wire
PureTech Founded Entity Vedanta Announces Positive Topline Phase 2 Data for VE303 in High-Risk C. difficile Infection and Exercise of $23.8 Million Option by BARDA
October 05, 2021
From
PureTech Health plc
Via
Business Wire
PureTech Founded Entity Sonde Health Launches Vocal Biomarker Technology to Monitor Mental Health and Well-Being
October 05, 2021
From
PureTech Health plc
Via
Business Wire
PureTech Founded Entity Akili Announces Topline Results from Shionogi Phase 2 Study in Japan
September 29, 2021
From
PureTech Health plc
Via
Business Wire
PureTech Announces Publication of New Preclinical Research from Collaborators that Supports Mesenteric Lymphatic Dysfunction as a Potential Cause of and Therapeutic Target for Obesity and Insulin Resistance
September 20, 2021
From
PureTech Health plc
Via
Business Wire
PureTech to Present at Oppenheimer Fall Healthcare Life Sciences and MedTech Summit
September 14, 2021
From
PureTech Health plc
Via
Business Wire
PureTech Founded Entity Vor Biopharma Announces VOR33 Granted U.S. FDA Fast Track Designation for Acute Myeloid Leukemia
September 10, 2021
From
PureTech Health plc
Via
Business Wire
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