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What We Buy Currently
What We Normally Don’t Buy
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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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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
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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
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Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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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Perella Weinberg Partners - Class A Common Stock
(NQ:
PWP
)
18.68
+0.31 (+1.69%)
Streaming Delayed Price
Updated: 4:00 PM EDT, May 22, 2026
Add to My Watchlist
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All News about Perella Weinberg Partners - Class A Common Stock
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1 Russell 2000 Stock with Competitive Advantages and 2 We Question
May 21, 2026
Small-cap stocks in the Russell 2000 (^RUT) can be a goldmine for investors looking beyond the usual large-cap names. But with less stability and fewer resou...
Via
StockStory
Perella Weinberg CFO Nets $1 Million With 51,000-Share Sale. Time to Follow?
↗
May 19, 2026
Specializing in financial advisory services, this independent investment bank reported a significant insider sale in its latest SEC filing.
Via
The Motley Fool
Topics
Regulatory Compliance
Perella Weinberg Stock Lags the Market. One Fund Just Bought $15 Million More
↗
May 16, 2026
Perella Weinberg Partners provides strategic and financial advisory services to a broad client base across multiple industries.
Via
The Motley Fool
Topics
Regulatory Compliance
Perella Weinberg Partners (NASDAQ:PWP) Shares Tumble After Q1 Revenue Miss
↗
May 01, 2026
Via
Chartmill
LendingClub, Hamilton Lane, Perella Weinberg, Bread Financial, and Lazard Shares Are Soaring, What You Need To Know
May 14, 2026
What Happened? A number of stocks jumped in the afternoon session after optimism improved supported by the U.S.-China trade summit and solid U.S. economic da...
Via
StockStory
Topics
Credit Cards
Government
World Trade
3 Reasons to Sell PWP and 1 Stock to Buy Instead
May 14, 2026
Perella Weinberg has been treading water for the past six months, recording a small loss of 3.8% while holding steady at $17.99. The stock also fell short of...
Via
StockStory
Why Perella Weinberg (PWP) Shares Are Sliding Today
May 12, 2026
What Happened? Shares of financial advisory firm Perella Weinberg Partners (NASDAQ:PWP) fell 4.6% in the afternoon session after April CPI came in hot at 3.8...
Via
StockStory
Topics
Bonds
Initial Public Offering
1 Cash-Producing Stock to Target This Week and 1 We Question
May 12, 2026
A company that generates cash isn’t automatically a winner. Some businesses stockpile cash but fail to reinvest wisely, limiting their ability to expand. Not...
Via
StockStory
The 5 Most Interesting Analyst Questions From Perella Weinberg’s Q1 Earnings Call
May 08, 2026
Perella Weinberg’s first quarter results were marked by a notable decline in revenue and profitability, leading to a significant negative market reaction. Ma...
Via
StockStory
Topics
Earnings
PWP Q1 Deep Dive: Delayed Deal Closings and Integration Weigh on Near-Term Results
May 02, 2026
Financial advisory firm Perella Weinberg Partners (NASDAQ:PWP) missed Wall Street’s revenue expectations in Q1 CY2026, with sales falling 29.7% year on year ...
Via
StockStory
Perella Weinberg (PWP) Q1 2026 Earnings Transcript
↗
May 01, 2026
Perella Weinberg (PWP) Q1 2026 Earnings Transcript
Via
The Motley Fool
Perella Weinberg (NASDAQ:PWP) Misses Q1 CY2026 Revenue Estimates
May 01, 2026
Financial advisory firm Perella Weinberg Partners (NASDAQ:PWP) missed Wall Street’s revenue expectations in Q1 CY2026, with sales falling 29.7% year on year ...
Via
StockStory
Perella Weinberg Reports First Quarter 2026 Results
May 01, 2026
From
Perella Weinberg Partners Group LP
Via
GlobeNewswire
What To Expect From Perella Weinberg’s (PWP) Q1 Earnings
April 29, 2026
Financial advisory firm Perella Weinberg Partners (NASDAQ:PWP) will be announcing earnings results this Friday before the bell. Here’s what you need to know....
Via
StockStory
1 Mooning Stock with Impressive Fundamentals and 2 We Ignore
April 24, 2026
Exciting developments are taking place for the stocks in this article. They’ve all surged ahead of the broader market over the last month as catalysts such a...
Via
StockStory
Perella Weinberg to Announce First Quarter 2026 Financial Results and to Host Conference Call on May 1, 2026
April 20, 2026
From
Perella Weinberg Partners Group LP
Via
GlobeNewswire
3 Cash-Heavy Stocks We Steer Clear Of
April 17, 2026
A cash-heavy balance sheet is often a sign of strength, but not always. Some companies avoid debt because they have weak business models, limited expansion o...
Via
StockStory
Perella Weinberg to Acquire Gleacher Shacklock, a Leading Independent UK Advisory Firm
April 13, 2026
From
Perella Weinberg Partners Group LP
Via
GlobeNewswire
Investment Banking & Brokerage Stocks Q4 Highlights: Perella Weinberg (NASDAQ:PWP)
April 05, 2026
As the Q4 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the investment banking & brokerage industr...
Via
StockStory
3 Profitable Stocks We Keep Off Our Radar
March 27, 2026
While profitability is essential, it doesn’t guarantee long-term success. Some companies that rest on their margins will lose ground as competition intensifi...
Via
StockStory
Credit Acceptance, Ally Financial, PJT, Piper Sandler, and Perella Weinberg Shares Skyrocket, What You Need To Know
March 23, 2026
What Happened? A number of stocks jumped in the afternoon session after reports revealed easing geopolitical tensions between the U.S. and Iran. The broader ...
Via
StockStory
Topics
Government
Stocks
1 Financials Stock for Long-Term Investors and 2 That Underwhelm
March 19, 2026
Financial providers use their expertise in capital allocation and risk assessment to help facilitate economic growth while offering consumers and businesses ...
Via
StockStory
Bread Financial, Piper Sandler, Perella Weinberg, Moelis, and Evercore Shares Are Soaring, What You Need To Know
March 17, 2026
What Happened? A number of stocks jumped in the afternoon session after the broader market advanced amid a more stable investor response to geopolitical tens...
Via
StockStory
Topics
Credit Cards
Stocks
Perella Weinberg, LendingClub, Enova, Farmer Mac, and Nubank Stocks Trade Down, What You Need To Know
March 12, 2026
What Happened? A number of stocks fell in the afternoon session after investors raised concerns over the stability of the private credit market, following a ...
Via
StockStory
3 Russell 2000 Stocks We Approach with Caution
March 10, 2026
The Russell 2000 (^RUT) is home to many small-cap stocks, offering investors the chance to uncover hidden gems before the broader market catches on. However,...
Via
StockStory
Topics
Retirement
Perella Weinberg, Franklin Resources, Moelis, Lazard, and PROG Shares Plummet, What You Need To Know
March 09, 2026
What Happened? A number of stocks fell in the morning session after rising geopolitical tensions in the Middle East triggered a significant spike in crude oi...
Via
StockStory
Topics
Economy
Bread Financial, Perella Weinberg, Donnelley Financial Solutions, PROG, and Sallie Mae Stocks Trade Down, What You Need To Know
March 06, 2026
Via
StockStory
Topics
Credit Cards
Economy
1 Small-Cap Stock to Own for Decades and 2 We Question
March 04, 2026
Investors looking for hidden gems should keep an eye on small-cap stocks because they’re frequently overlooked by Wall Street. Many opportunities exist in th...
Via
StockStory
Ally Financial, Stifel, Piper Sandler, Perella Weinberg, and Moelis Shares Plummet, What You Need To Know
February 27, 2026
A number of stocks fell in the afternoon session after the release of a stronger-than-anticipated Producer Price Index (PPI) report showed wholesale inflation rose more than expected in January.
Via
StockStory
Topics
Economy
Q4 Earnings Highs And Lows: Piper Sandler (NYSE:PIPR) Vs The Rest Of The Investment Banking & Brokerage Stocks
February 26, 2026
Looking back on investment banking & brokerage stocks’ Q4 earnings, we examine this quarter’s best and worst performers, including Piper Sandler (NYSE:PIPR) and its peers.
Via
StockStory
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