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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
MARKET RESEARCH
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ATS Corporation Common Shares
(NY:
ATS
)
31.81
-0.68 (-2.09%)
Streaming Delayed Price
Updated: 10:48 AM EST, Feb 27, 2026
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ATS to Participate in the Raymond James Institutional Investors Conference
February 17, 2026
From
ATS Corporation
Via
Business Wire
Centuri Posted Record Quarterly Revenue, So Why Did One Fund Exit a $29 Million Stake?
↗
February 14, 2026
Centuri Holdings delivers utility infrastructure services across North America, supporting modernization for electric and gas providers.
Via
The Motley Fool
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Regulatory Compliance
What Might Be Behind One Fund's New $40 Million Bet on Rogers Corporation Stock?
↗
February 14, 2026
Rogers Corporation supplies engineered materials for electric vehicles, wireless infrastructure, and industrial markets worldwide.
Via
The Motley Fool
Topics
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Supply Chain
Novanta Stock Is Roughly Flat This Past Year, So Why Did One Investor Just Bet $45 Million on Shares?
↗
February 14, 2026
Novanta delivers advanced photonics and motion control solutions to OEMs in medical and industrial markets worldwide.
Via
The Motley Fool
Topics
Regulatory Compliance
Supply Chain
Earnings Scheduled For November 5, 2025
↗
November 05, 2025
Via
Benzinga
Earnings Scheduled For August 7, 2025
↗
August 07, 2025
Via
Benzinga
What a Full $49 Million Exit From JBT Marel Signals for Long-Term Investors
↗
February 14, 2026
JBT Marel Corporation delivers integrated automation and processing solutions to food, beverage, and health industry clients worldwide.
Via
The Motley Fool
Topics
Regulatory Compliance
DXP Stock Is Up 40% This Past Year as One Fund Discloses New $26 Million Position
↗
February 14, 2026
DXP Enterprises distributes industrial MRO products and services to a diverse North American client base across critical sectors.
Via
The Motley Fool
Topics
Economy
ATS Reports Third Quarter Fiscal 2026 Results
February 04, 2026
From
ATS Corporation
Via
Business Wire
ATS to Host Third Quarter Earnings Call Wednesday February 4, 2026, at 8:30 a.m. Eastern
January 22, 2026
From
ATS Corporation
Via
Business Wire
ATS Announces CFO Resignation
January 19, 2026
From
ATS Corporation
Via
Business Wire
ATS Announces Normal Course Issuer Bid
December 18, 2025
From
ATS Corporation
Via
Business Wire
ATS Announces Doug Wright as Chief Executive Officer
December 16, 2025
From
ATS Corporation
Via
Business Wire
ATS to Participate in the UBS Global Industrials and Transportation Conference
November 24, 2025
From
ATS Corporation
Via
Business Wire
ATS to Participate in the Goldman Sachs Industrials and Materials Conference
November 24, 2025
From
ATS Corporation
Via
Business Wire
ATS to Participate in the Scotiabank Transportation & Industrials Conference
November 06, 2025
From
ATS Corporation
Via
Business Wire
ATS Reports Second Quarter Fiscal 2026 Results
November 05, 2025
From
ATS Corporation
Via
Business Wire
ATS to Participate in the Baird 2025 Global Industrial Conference
October 30, 2025
From
ATS Corporation
Via
Business Wire
ATS to Host Second Quarter Earnings Call Wednesday November 5, 2025, at 8:30 a.m. Eastern
October 27, 2025
From
ATS Corporation
Via
Business Wire
Louisbourg Investments Boosts ATS Stake With $3.3 Million Buy Amid Leadership Change
↗
October 13, 2025
Via
The Motley Fool
ATS to Participate in the Morgan Stanley 13th Annual Laguna Conference
August 27, 2025
From
ATS Corporation
Via
Business Wire
ATS to Participate in the RBC Capital Markets Global Industrials Conference
August 14, 2025
From
ATS Corporation
Via
Business Wire
ATS to Participate in the Jefferies Industrials Conference
August 14, 2025
From
ATS Corporation
Via
Business Wire
ATS to Participate in the Raymond James Industrial Showcase
August 08, 2025
From
ATS Corporation
Via
Business Wire
ATS Announces Election Of Directors
August 07, 2025
From
ATS Corporation
Via
Business Wire
ATS Reports First Quarter Fiscal 2026 Results
August 07, 2025
From
ATS Corporation
Via
Business Wire
ATS Announces Dates of First Quarter Results Conference Call and Annual Meeting of Shareholders
July 23, 2025
From
ATS Corporation
Via
Business Wire
ATS Announces CEO Departure
July 07, 2025
From
ATS Corporation
Via
Business Wire
ATS to Participate in the Stifel 2025 Cross Sector Insight Conference
May 29, 2025
From
ATS Corporation
Via
Business Wire
ATS Reports Fourth Quarter and Fiscal 2025 Results
May 28, 2025
From
ATS Corporation
Via
Business Wire
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