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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
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
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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
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Marcus & Millichap, Inc. Common Stock
(NY:
MMI
)
26.14
-0.77 (-2.86%)
Official Closing Price
Updated: 7:00 PM EST, Jan 9, 2026
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Institutional Property Advisors Releases Midyear 2023 Class A Multifamily Outlook Special Report
August 11, 2023
From
Marcus & Millichap
Via
Business Wire
Marcus & Millichap, Inc. Reports Results for Second Quarter 2023
August 04, 2023
From
Marcus & Millichap, Inc.
Via
Business Wire
Institutional Property Advisors Closes $61 Million Multifamily Asset Sale in Greater Phoenix
August 03, 2023
From
Marcus & Millichap, Inc.
Via
Business Wire
Marcus & Millichap's Earnings Outlook
↗
August 03, 2023
Via
Benzinga
Marcus & Millichap's Return on Invested Capital Overview
↗
May 19, 2023
Via
Benzinga
Earnings Scheduled For August 4, 2023
↗
August 04, 2023
Companies Reporting Before The Bell • WPP (NYSE:WPP) is projected to report earnings for its first quarter. • Anglogold Ashanti (NYSE:AU) is likely to report earnings for its first quarter.
Via
Benzinga
Marcus & Millichap: Q1 Earnings Insights
↗
May 05, 2023
Via
Benzinga
Marcus & Millichap Earnings Preview
↗
May 04, 2023
Via
Benzinga
Earnings Outlook For Marcus & Millichap
↗
February 16, 2023
Via
Benzinga
Overview Of Value Stocks In The Real Estate Sector
↗
January 02, 2023
Via
Benzinga
Marcus & Millichap Declares Regular Semi-Annual Dividend of $0.25 Per Share
August 02, 2023
From
Marcus & Millichap Inc.
Via
Business Wire
Marcus & Millichap Releases Special Report on Industrial Outdoor Storage Properties
July 17, 2023
From
Marcus & Millichap, Inc.
Via
Business Wire
Marcus & Millichap, Inc. to Report Second Quarter 2023 Financial Results on Friday, August 4, 2023
July 13, 2023
From
Marcus & Millichap, Inc.
Via
Business Wire
Institutional Property Advisors Brokers Sale and Arranges Financing for Eastside Seattle Multifamily Asset
June 27, 2023
From
Marcus & Millichap, Inc.
Via
Business Wire
Institutional Property Advisors Closes $61.6 Million Sale and Arranges Financing for Suburban Seattle Multifamily Asset
May 24, 2023
From
Marcus & Millichap, Inc.
Via
Business Wire
Marcus & Millichap Releases First Half 2023 Single-Tenant Net Lease Retail Report
May 22, 2023
From
Marcus & Millichap
Via
Business Wire
Marcus & Millichap, Inc. Reports Results for First Quarter 2023
May 05, 2023
From
Marcus & Millichap, Inc.
Via
Business Wire
Marcus & Millichap Increases Stock Repurchase Authorization
May 04, 2023
From
Marcus & Millichap Inc.
Via
Business Wire
Earnings Scheduled For May 5, 2023
↗
May 05, 2023
Companies Reporting Before The Bell • CNH Industrial (NYSE:CNHI) is estimated to report quarterly earnings at $0.32 per share on revenue of $5.08 billion.
Via
Benzinga
Marcus & Millichap Co-Founder George M. Marcus Recognized with Lifetime Achievement Award
May 03, 2023
From
Marcus & Millichap, Inc.
Via
Business Wire
Marcus & Millichap, Inc. to Report First Quarter 2023 Financial Results on Friday, May 5, 2023
April 13, 2023
From
Marcus & Millichap, Inc.
Via
Business Wire
Marcus & Millichap, Inc. Reports Results for Fourth Quarter and Full Year 2022
February 17, 2023
From
Marcus & Millichap, Inc.
Via
Business Wire
Marcus & Millichap Declares Regular Semi-Annual Dividend of $0.25 Per Share
February 10, 2023
From
Marcus & Millichap Inc.
Via
Business Wire
Marcus & Millichap Exclusively Lists Joint Venture Equity Investment Opportunity in New Orleans
January 31, 2023
From
Marcus & Millichap
Via
Business Wire
Marcus & Millichap, Inc. to Report Fourth Quarter 2022 Financial Results And Host Webcast on Friday, February 17, 2023
January 30, 2023
From
Marcus & Millichap, Inc.
Via
Business Wire
Intel, Hasbro, Colgate-Palmolive And Other Big Stocks Moving Lower On Friday
↗
January 27, 2023
U.S. stocks traded higher, with the Dow Jones gaining over 50 points on Friday. Here are some big stocks recording lossesbe in today’s session.
Via
Benzinga
Marcus & Millichap Hires National Director of Commercial Property Auction Services
January 20, 2023
From
Marcus & Millichap, Inc.
Via
Business Wire
Marcus & Millichap Closes $46 Million Retail and Office Portfolio Sale with Horizon Equities
January 19, 2023
From
Marcus & Millichap, Inc.
Via
Business Wire
Our 7 Top Small-Cap Stock Picks for 2023
↗
December 12, 2022
Most of the names on this list of small-cap stock picks for 2023 are ready to rebound from a tough year in the markets.
Via
InvestorPlace
Institutional Property Advisors Brokers $116 Million Multifamily Asset Sale in Metropolitan Phoenix
December 07, 2022
From
Marcus & Millichap, Inc.
Via
Business Wire
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