Menu
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 Buy Currently
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
Sample Portfolio
Sample Portfolio Analysis
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 sm Program
Services, Fees and Compensation
Account Requirements
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
Municipal Bond Presentation
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
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
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
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
Recent Quotes
View Full List
My Watchlist
Create Watchlist
Indicators
DJI
Nasdaq Composite
SPX
Gold
Crude Oil
Markets
Stocks
ETFs
Tools
Markets:
Overview
News
Currencies
International
Treasuries
Latest News about Colorado Business
Recent news which mentions Colorado Business
Kiosk Machine Industry June 2024: Self Service Kiosk Machine – InfoComm Preview and Acrelec Feature
June 10, 2024
Tickers
AP
Tags
InfoComm
AVIXA
Reports and Studies
From
Send2Press Newswire
Floify’s head of marketing Courtney Dodd named to HousingWire’s 2024 Marketing Leaders list
June 03, 2024
Tickers
PRCH
Tags
Advertising and Marketing
Finance
Marketing Leaders Award
From
Send2Press Newswire
ACES Quality Management Partners with Digilytics, Provider of AI-Powered Document Indexing, Categorization for QC Reviews
May 30, 2024
Tickers
AP
Tags
Denver Business
AP
Colorado Business
From
Send2Press Newswire
Denver Post Names ACES Quality Management a Recipient of Colorado Top Workplaces 2024 Award
May 23, 2024
Tags
DepthPR
Denver Business
Colorado Business
From
Send2Press Newswire
Self Service Kiosk Machine Industry News May 2024
May 13, 2024
Tickers
AP
Tags
National Restaurant Association Show
self/service kiosk
Point of Sale and Kiosks
From
Send2Press Newswire
23-year industry veteran Jason Mapes joins Floify as head of sales
May 13, 2024
Tickers
AP
PRCH
Tags
Business
Colorado Business
AP
From
Send2Press Newswire
ACES Quality Management Named 2024 Best Places to Work in Financial Technology
May 13, 2024
Tags
Employment and HR
Awards and Honors
Mortgage
From
Send2Press Newswire
Courtney Dodd, Floify’s head of marketing, named a PROGRESS in Lending Sales, Marketing and PR Trailblazer
May 10, 2024
Tickers
PRCH
Tags
Boulder Business
PROGRESS in Lending Trailblazers Award
Business
From
Send2Press Newswire
ACES Quality Management Partners with Infrrd to Provide AI-Powered Intelligent Mortgage Document Processing
May 08, 2024
Tickers
AP
Tags
ACES Quality Management
Finance
Mortgage
From
Send2Press Newswire
Sydney Barber, Floify’s head of product, named to HousingWire’s 2024 Rising Stars List
April 24, 2024
Tickers
PRCH
Tags
HousingWire Rising Star
DepthPR
Mortgage
From
Send2Press Newswire
Floify supports Truv’s verification of borrower income and employment service via new integration
April 17, 2024
Tickers
AP
PRCH
Tags
Mortgage
BOULDER, Colo/
Porch Group Inc
From
Send2Press Newswire
Kiosk Industry News for April 2024
April 15, 2024
Tickers
AP
Tags
Colorado Business
AP
Point of Sale and Kiosks
From
Send2Press Newswire
Floify prepopulates loan applications for borrowers using data on file in Total Expert
April 09, 2024
Tickers
AP
PRCH
Tags
Finance
Total Expert Inc
Boulder Business
From
Send2Press Newswire
ACES Q3 2023 Mortgage QC Trends Report Finds Critical Defect Rate Declines for Fourth Consecutive Quarter
April 04, 2024
Tickers
AP
Tags
Colorado Business
Denver Business
AP
From
Send2Press Newswire
Floify’s Sofia Rossato named as advisor to the Broker Action Coalition board of directors
April 01, 2024
Tickers
AP
PRCH
Tags
Business
independent mortgage brokers
NASDAQ: PRCH
From
Send2Press Newswire
Floify introduces flexible pricing with the introduction of Lender Edition
March 11, 2024
Tickers
AP
PRCH
Tags
NASDAQ: PRCH
DepthPR
FinTech
From
Send2Press Newswire
Loan Quality Expert Duane Gilkison to Speak at ACES ENGAGE
April 08, 2022
Tickers
AP
Tags
DENVER, Colo/
Business
ACES ENGAGE Conference
From
Send2Press Newswire
Colorado Soccer Association Partners with Sports Connect to Advance the Game Using Innovative Technology
April 06, 2022
Tickers
AP
Tags
Sports and Activities
Business
Stack Sports
From
Send2Press Newswire
Minnesota Housing Finance Agency partners with ACES Quality Management & Control
March 31, 2022
Tickers
AP
Tags
Minnesota Business
Business
Software
From
Send2Press Newswire
National Buyers Agents Association Releases One-Minute Videos on 2022 Home Buying
March 17, 2022
Tickers
AP
Tags
Colorado Business
AP
Buyers Agents
From
Send2Press Newswire
Kiosk Association Digital KYC Series Begins: the new framework for identity, for opt-in consumers
March 15, 2022
Tickers
AP
Tags
Business
DENVER, Colo/
Kiosk Association
From
Send2Press Newswire
Fitzmartin Consulting Accepting Cryptocurrencies
March 08, 2022
Tags
Project Management Denver
Real Estate
Owners Rep Denver
From
PRLog
Ask An Optometrist to Improve Your Eye-Q
March 08, 2022
Tags
DENVER, Colo/
Health and Medical
2020 Eyes Colorado
From
Send2Press Newswire
ACES Quality Management Makes its Eighth Appearance on HousingWire TECH100 List
March 07, 2022
Tags
DepthPR
Colorado Business
Denver Business
From
Send2Press Newswire
Faustson Celebrates 40 Years of Manufacturing Excellence
March 03, 2022
Tags
Five/axis Manufacturing
Colorado
United States
From
PRLog
Financial Advisor Keith Eckhardt of Edward Jones Receives Chartered Retirement Plan Specialist® Designation
February 24, 2022
Tickers
AP
Tags
Business
Finance
Chartered Retirement Plan Specialist
From
Send2Press Newswire
Kiosk Association (KMA) Releases Articles of Organization for ADA
February 17, 2022
Tickers
AP
Tags
Kiosk Association
Technology
Smart City deployments
From
Send2Press Newswire
ACES Quality Management adds Mortgage Bankers Association Economist Dr. Edward Seiler to ACES ENGAGE agenda
February 10, 2022
Tickers
AP
Tags
mortgage bankers association
Finance
ACES Quality Management
From
Send2Press Newswire
Jennifer Oliverio Takes Over Local Edward Jones Branch Office
February 08, 2022
Tags
Edward Jones
Colorado Business
Investment Services
From
Send2Press Newswire
Steps to Improve Independence When Living with Visual Impairment
February 01, 2022
Tags
Denver Business
Colorado Business
Senior Citizens
From
Send2Press Newswire
Stock Quote API & Stock News API supplied by
www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the
Privacy Policy
and
Terms Of Service
.
© 2025 FinancialContent. All rights reserved.