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home
about us
Investment Approach
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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
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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TAF sm Program
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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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Additional Information
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Back Dated Performance Reports
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Event Schedule
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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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Phillips Edison & Company, Inc. - Common Stock
(NQ:
PECO
)
37.82
+0.60 (+1.61%)
Streaming Delayed Price
Updated: 4:00 PM EST, Feb 5, 2026
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All News about Phillips Edison & Company, Inc. - Common Stock
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Phillips Edison & Company Inc (NASDAQ:PECO) Reports Strong Q4 2025 Earnings, Beats on Core FFO
↗
February 05, 2026
Via
Chartmill
Topics
Earnings
Phillips Edison & Company Reports Fourth Quarter and Full Year 2025 Results
February 05, 2026
From
Phillips Edison & Company, Inc.
Via
GlobeNewswire
Brookfield’s $1.2 Billion Acquisition of Peakstone Realty Trust: A Catalyst for the CRE M&A Revival
February 05, 2026
In a move that has sent ripples through the commercial real estate (CRE) sector, global investment giant Brookfield Asset Management (NYSE: BAM)—and its parent Brookfield Corporation (NYSE:...
Via
MarketMinute
Topics
Economy
Earnings Scheduled For October 23, 2025
↗
October 23, 2025
Via
Benzinga
What to Expect from Phillips Edison's Earnings
↗
October 22, 2025
Via
Benzinga
Earnings Scheduled For July 24, 2025
↗
July 24, 2025
Via
Benzinga
Price Over Earnings Overview: Phillips Edison & Co
↗
May 22, 2025
Via
Benzinga
Phillips Edison & Company Announces Tax Reporting Information for 2025 Distributions
January 20, 2026
From
Phillips Edison & Company, Inc.
Via
GlobeNewswire
Phillips Edison & Company Inc. Invites You to Join Its Fourth Quarter and Full Year 2025 Earnings Conference Call
January 06, 2026
From
Phillips Edison & Company, Inc.
Via
GlobeNewswire
Hanley Investment Group Arranges Sale of Grocery-Anchored Shopping Center in Southern California
December 02, 2025
Via
AB Newswire
Phillips Edison & Company Declares Monthly Dividends
November 05, 2025
From
Phillips Edison & Company, Inc.
Via
GlobeNewswire
Phillips Edison Q3 2025 Earnings Transcript
↗
October 24, 2025
Phillips Edison Q3 2025 Earnings Transcript
Via
The Motley Fool
Topics
Earnings
Phillips Edison & Company (NASDAQ:PECO) Raises Full-Year Guidance After Strong Q3 2025 Earnings
↗
October 23, 2025
Phillips Edison (PECO) reported strong Q3 2025 results, beating earnings estimates and raising its full-year Core FFO guidance.
Via
Chartmill
Phillips Edison & Company to Host Virtual Business Update
October 23, 2025
From
Phillips Edison & Company, Inc.
Via
GlobeNewswire
Phillips Edison & Company Reports Third Quarter 2025 Results and Increases Full Year Earnings Guidance
October 23, 2025
From
Phillips Edison & Company, Inc.
Via
GlobeNewswire
Demystifying Phillips Edison & Co: Insights From 4 Analyst Reviews
↗
October 06, 2025
Via
Benzinga
Phillips Edison & Company Inc. Invites You to Join Its Third Quarter 2025 Earnings Conference Call
September 29, 2025
From
Phillips Edison & Company, Inc.
Via
GlobeNewswire
Phillips Edison & Company to Host PECO GROW Update for Financial Advisors and Retail Investors on September 24
September 16, 2025
From
Phillips Edison & Company, Inc.
Via
GlobeNewswire
Expert Outlook: Phillips Edison & Co Through The Eyes Of 4 Analysts
↗
September 09, 2025
Via
Benzinga
Phillips Edison & Company Declares Quarterly Dividends; Increases Monthly Dividend Distribution by 5.7%
September 02, 2025
From
Phillips Edison & Company, Inc.
Via
GlobeNewswire
Phillips Edison & Company to Present at BofA Securities 2025 Global Real Estate Conference
August 26, 2025
From
Phillips Edison & Company, Inc.
Via
GlobeNewswire
Phillips Edison & Company Declares Monthly Dividend Distribution
August 05, 2025
From
Phillips Edison & Company, Inc.
Via
GlobeNewswire
Phillips Edison PECO Q2 2025 Earnings Transcript
↗
August 04, 2025
Via
The Motley Fool
Phillips Edison & Company Inc (NASDAQ:PECO) Beats Q2 2025 Earnings Estimates and Raises Full-Year Guidance
↗
July 24, 2025
Phillips Edison & Company (PECO) beat Q2 2025 earnings estimates, raising full-year guidance. Strong grocery-anchored REIT performance, yet stock remains flat post-announcement.
Via
Chartmill
Phillips Edison & Company Reports Second Quarter 2025 Results and Increases Full Year Earnings Guidance
July 24, 2025
From
Phillips Edison & Company, Inc.
Via
GlobeNewswire
Phillips Edison & Company Inc. Invites You to Join Its Second Quarter 2025 Earnings Conference Call
July 01, 2025
From
Phillips Edison & Company, Inc.
Via
GlobeNewswire
Phillips Edison & Company Announces Pricing of Offering of $350 Million Aggregate Principal Amount of 5.250% Senior Unsecured Notes Due 2032
June 13, 2025
From
Phillips Edison & Company, Inc.
Via
GlobeNewswire
Phillips Edison & Company to Present at Nareit REITweek 2025 Investor Conference
May 15, 2025
From
Phillips Edison & Company, Inc.
Via
GlobeNewswire
Phillips Edison & Company Declares Monthly Dividend Distributions; Announces Results of Annual Meeting of Stockholders
May 01, 2025
From
Phillips Edison & Company, Inc.
Via
GlobeNewswire
Phillips Edison & Company Reports First Quarter 2025 Results and Affirms Full Year Earnings Guidance
April 24, 2025
From
Phillips Edison & Company, Inc.
Via
GlobeNewswire
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