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home
about us
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Firm ADV PDFs
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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
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Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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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
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Sample Portfolio
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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
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Corporate Cash Management
Fees & Compensation
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Financial Planning
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Implementation
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Termination
Professional Alliance Network
Client Service Approach
Client's Responsibilities
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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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Investing During Uncertain Times
Read FULL Seminar Here
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ExlService Holdings, Inc. - Common Stock
(NQ:
EXLS
)
30.82
+0.61 (+2.02%)
Streaming Delayed Price
Updated: 2:01 PM EST, Feb 18, 2026
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The 3 Most Undervalued Tech Stocks to Buy in September 2023
↗
September 14, 2023
These three undervalued tech stocks are the ones to buy for long term returns in the portfolio from the recent partnerships and innovations.
Via
InvestorPlace
EXL earns Celent 2023 XCelent Award for Individual Life Insurance Policy Administration
September 07, 2023
EXL’s LifePRO™ policy administration solution recognized as a “Luminary” in Celent’s 2023 Individual Life Report and “Technology Standout” in the Group and Voluntary Life Insurance Policy...
From
ExlService Holdings, Inc.
Via
GlobeNewswire
EXL to Participate in 2023 Citi Global Technology Conference
August 30, 2023
From
ExlService Holdings, Inc.
Via
GlobeNewswire
EXL to Participate in 2023 Needham FinTech & Digital Transformation Virtual 1x1 Conference
August 10, 2023
From
ExlService Holdings, Inc.
Via
GlobeNewswire
ExlService Holdings's Return on Invested Capital Overview
↗
May 03, 2023
Via
Benzinga
ExlService Holdings's Return on Invested Capital Insights
↗
February 24, 2023
Via
Benzinga
EXL recognized as a Major Player in IDC MarketScape for Artificial Intelligence Services 2023
August 02, 2023
From
ExlService Holdings, Inc.
Via
GlobeNewswire
Stocks That Hit 52-Week Lows On Tuesday
↗
August 01, 2023
On Tuesday, 46 stocks hit new 52-week lows.
Via
Benzinga
EXL named a Leader in Everest Group Healthcare Payer Operations PEAK Matrix® Assessment 2023
August 01, 2023
From
ExlService Holdings, Inc.
Via
GlobeNewswire
EXL named a Leader in Everest Group Healthcare Data and Analytics Services PEAK Matrix® Assessment 2023
July 12, 2023
From
ExlService Holdings, Inc.
Via
GlobeNewswire
EXL appoints Vishal Chhibbar as Chief Growth and Strategy Officer
July 10, 2023
From
ExlService Holdings, Inc.
Via
GlobeNewswire
Sarah Williamson appointed to the EXL Board of Directors
June 20, 2023
From
ExlService Holdings, Inc.
Via
GlobeNewswire
EXL named a Leader in 2023 Gartner® Magic Quadrant™ for Finance and Accounting Business Process Outsourcing
June 20, 2023
Report notes that digital solutions and transformation services now account for more than half of finance outsourcing contracts
From
ExlService Holdings, Inc.
Via
GlobeNewswire
EXL named a Leader and a Star Performer in Everest Group’s 2023 Life and Annuities Insurance BPS and TPA PEAK Matrix® Assessment
June 08, 2023
From
ExlService Holdings, Inc.
Via
GlobeNewswire
EXL names Pamela Harrison Chief Human Resources Officer
June 06, 2023
From
ExlService Holdings, Inc.
Via
GlobeNewswire
EXL launches generative AI platform to help clients transform their business with AI
May 24, 2023
From
ExlService Holdings, Inc.
Via
GlobeNewswire
Exl Reports 2023 First Quarter Results
April 27, 2023
From
ExlService Holdings, Inc.
Via
GlobeNewswire
EXL elevates Anand Logani to Chief Digital Officer
April 25, 2023
Appointment further accelerates EXL’s leadership role in data-led digital transformation to help clients achieve competitive advantage
From
ExlService Holdings, Inc.
Via
GlobeNewswire
EXL Schedules First Quarter 2023 Financial Results Conference Call
April 04, 2023
From
ExlService Holdings, Inc.
Via
GlobeNewswire
Benzinga's Top Ratings Upgrades, Downgrades For March 15, 2023
↗
March 15, 2023
Via
Benzinga
EXL named a Leader in Everest Group’s 2023 Advanced Analytics and Insights Services PEAK Matrix® Assessment
March 15, 2023
EXL is recognized for its strong capabilities in machine learning and artificial intelligence services helping clients improve efficiencies while maximizing business outcomes
From
ExlService Holdings, Inc.
Via
GlobeNewswire
EXL Reports 2022 Fourth Quarter and Year-End Results; Issues 2023 Guidance
February 23, 2023
From
ExlService Holdings, Inc.
Via
GlobeNewswire
EXL named again to Newsweek’s America’s Most Responsible Companies 2023 list
February 21, 2023
From
ExlService Holdings, Inc.
Via
GlobeNewswire
EXL earns gold medal rating for sustainability efforts by EcoVadis
February 16, 2023
From
ExlService Holdings, Inc.
Via
GlobeNewswire
EXL named a Leader in Payer Digital Transformation Services in ISG Provider Lens™ Healthcare Digital Services
February 15, 2023
From
ExlService Holdings, Inc.
Via
GlobeNewswire
CEO Of Fast-Growing Company Says Hard Work Isn't Enough
↗
February 02, 2023
Hard work is part of it.
Via
Investor's Business Daily
Anne Minto to Retire from EXL Board of Directors
February 01, 2023
From
ExlService Holdings, Inc.
Via
GlobeNewswire
EXL Schedules Fourth Quarter and Year End 2022 Earnings Conference Call
January 26, 2023
From
ExlService Holdings, Inc.
Via
GlobeNewswire
EXL named a U.S. Leader in three categories for the fourth consecutive year in ISG Provider Lens™ Insurance Digital Services Report
January 23, 2023
From
ExlService Holdings, Inc.
Via
GlobeNewswire
EXL recognized as ‘Luminary’ in Celent New Business and Underwriting Systems: Global Life Insurance Edition report
January 17, 2023
EXL Life Digital Suite earns top honors in annual evaluation of life insurance digital transformation partners
From
ExlService Holdings, Inc.
Via
GlobeNewswire
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