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 Credit Risk
Recent news which mentions Credit Risk
Michigan United Credit Union Partners with Scienaptic AI to Fuel Inclusive Lending and Member Growth
August 18, 2025
Tags
Banking
Credit Underwriting
Software
From
PRLog
A New Era for Intelligent Lending: Members Choice Credit Union Goes Live with Scienaptic AI
July 21, 2025
Tags
United States
New York
Credit Risk
From
PRLog
R.I.A. Federal Credit Union Goes Live With Scienaptic's Platform
March 10, 2025
Tags
Ai Powered Underwriting
Financial
New York City
From
PRLog
PFCU Credit Union Goes Live with Scienaptic's AI Platform
February 24, 2025
Tags
Financial
New York City
Scienaptic AI
From
PRLog
Wolverine State Credit Union Selects Scienaptic AI Platform to Elevate Member Experience and Expand Credit Access
December 10, 2024
Tags
New York
United States
Automated Underwriting Platform
From
PRLog
Streator Onized Credit Union Selects Scienaptic's Fair and Compliant AI-powered Underwriting Platform
November 18, 2024
Tags
Automated Credit Underwriting Platform
Fair Lending
Banking
From
PRLog
University of Illinois Community Credit Union Goes Live with Scienaptic's AI-Powered Credit Underwriting Platform
November 12, 2024
Tags
Credit Risk
United States
New York
From
PRLog
Carolina Foothills Federal Credit Union Goes Live with Scienaptic's AI-Powered Credit Underwriting Platform
November 05, 2024
Tags
Credit Decision
Credit Risk
New York
From
PRLog
R-G Federal Credit Union Leverages Scienaptic's AI Platform to Enhance Credit Underwriting
September 04, 2024
Tags
Fair Lending
Automated Credit Underwriting
Banking
From
PRLog
Advantage Plus Federal Credit Union Taps Scienaptic's AI-powered Credit Underwriting Platform
August 26, 2024
Tags
Credit Underwriting
Software
Automated Ai Underwriting Platform
From
PRLog
Topside Federal Credit Union Goes Live With Scienaptic's AI Platform
August 19, 2024
Tags
Ai Platform For Underwriting
Banking
Fair Lending
From
PRLog
R.I.A. Federal Credit Union Taps Scienaptic's AI-Powered Credit Underwriting Platform
July 09, 2024
Tags
Software
Credit Underwriting
Credit Decisioning
From
PRLog
FLIP Group's Lending Arm Goes Live on Scienaptic's AI-Powered Platform for Enhanced Credit Underwriting
July 02, 2024
Tags
Ai Powered Underwriting
Financial
Indonesia
From
PRLog
University of Illinois Community Credit Union Taps Scienaptic's AI-Powered Credit Underwriting Platform
May 13, 2024
Tags
Ai Automated Underwriting
Credit Underwriting
Software
From
PRLog
Where Are Asset Managers Taking on Credit Risk?
April 18, 2024
Tags
Greenblath
Goldman Sachs
core strategies channel
From
ETF Trends
Altana Federal Credit Union Live with Scienaptic's Fair & Compliant AI-driven Credit Underwriting Platform
April 08, 2024
Tags
Banking
AI underwriting platform
Fair Lending
From
PRLog
Community Choice Credit Union Goes Live on Scienaptic's AI-Powered Credit Decisioning Platform
March 11, 2024
Tags
Community Choice Credit Union
Banking
Fair Lending
From
PRLog
Sparkling Logic Launches Interactive Decision Tree Modeling in SMARTS™
February 29, 2024
Tags
Automation
Decision Automation
Fraud Risk
From
PRLog
Sidney Federal Credit Union Takes a Leap into the Future of Lending with Scienaptic's AI-Powered Credit Underwriting Platform
February 06, 2024
Tags
New York City
Scienaptic AI
Financial
From
PRLog
River Valley Credit Union Now Live on Scienaptic's AI Platform, Experiencing Enhanced Underwriting and Member Experience
December 12, 2023
Tags
AI underwriting platform
Fair Lending
Banking
From
PRLog
Nymbus Leverages Scienaptic's AI Platform to Supercharge Credit Decisioning for Clients
October 11, 2023
Tags
Fair Lending
Automated Credit Underwriting
Banking
From
PRLog
Heritage Valley Federal Credit Union Goes Live With Scienaptic's AI-Powered Credit Decisioning Platform
September 07, 2023
Tags
Software
Credit Underwriting
Automated Underwriting
From
PRLog
NuMark Credit Union Unleashes the Power of AI with Scienaptic's Platform: Goes Live to Supercharge Credit Decisioning
August 29, 2023
Tags
New York
Ai Credit Underwriting Platform
United States
From
PRLog
Wildfire Credit Union Goes Live with Scienaptic's AI-Powered Credit Underwriting Platform
August 22, 2023
Tags
United States
New York
Credit Risk
From
PRLog
Great NorthWest Federal Credit Union to Deploy Scienaptic AI Platform to Revolutionize Credit Decisioning
July 10, 2023
Tags
New York
United States
Credit Risk
From
PRLog
Revolutionizing Credit Decisions: University of Hawai`i Federal Credit Union Goes Live on Scienaptic AI Platform
May 08, 2023
Tags
Credit Underwriting
Software
Ai Power Underwriting Platform
From
PRLog
Powering Ahead: Tower Federal Credit Union Goes Live on Scienaptic's AI-Powered Credit Decisioning Platform
April 19, 2023
Tags
Ai Powered Decisioning Platform
Automated Underwriting
Ai Credit Decision Platform
From
PRLog
River Valley Credit Union to Deploy Scienaptic Platform to Revolutionize Loan Decisioning and Enhance Member Experience
April 13, 2023
Tags
Automated Underwriting
Credit Underwriting
Software
From
PRLog
Heritage Valley Federal Credit Union Takes a Leap into the Future with Scienaptic's AI-Powered Credit Decisioning Platform
April 10, 2023
Tags
Financial
Ai Credit Decisioning Platform
Ai Powered Underwriting
From
PRLog
Arkansas Federal CU Goes Live With Scienaptic's Platform To Automate Credit Decisioning
April 04, 2023
Tags
Credit Union
New York City
Financial
From
PRLog
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.