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 IVT
Recent news which mentions IVT
InvenTrust Core FFO Steady for Q2
July 30, 2025
Tickers
IVT
Tags
IVT
Market News
Recent Press Releases
From
Motley Fool
Earnings Scheduled For July 29, 2025
July 29, 2025
Tickers
AAT
ABG
AC
ACGL
Tags
XGN
Earnings
CMPR
From
Benzinga
Earnings Preview For InvenTrust Properties
July 28, 2025
Tickers
IVT
Tags
Market News
Benzinga
IVT
From
Benzinga
Earnings Scheduled For April 30, 2025
April 30, 2025
Tickers
ACR
ACT
ADP
AEIS
Tags
HEPS
EXTR
NMRK
From
Benzinga
Kura Sushi Posts Downbeat Results, Joins Cal-Maine Foods And Other Big Stocks Moving Lower In Wednesday's Pre-Market Session
April 09, 2025
Tickers
AMBC
CALM
CCCS
DGICA
Tags
CALM
Markets
News
From
Benzinga
Earnings Scheduled For February 11, 2025
February 11, 2025
Tickers
ADC
ADPT
AIG
AIZ
Tags
AIZ
OGI
CARR
From
Benzinga
Navigating 4 Analyst Ratings For InvenTrust Properties
November 19, 2024
Tickers
IVT
Tags
Market News
Benzinga
IVT
From
Benzinga
Top 4 Real Estate Stocks That May Fall Off A Cliff This Quarter
July 22, 2024
Tickers
EPRT
IVT
NEWS
O
Tags
Short Ideas
Benzinga
RSI
From
Benzinga
IVT Stock Earnings: InvenTrust Properties Reported Results for Q1 2024
April 30, 2024
Tickers
IVT
Tags
Market News
Earnings Reports
NYSE:IVT
From
InvestorPlace
Q4 Retail REIT Earnings Vs. The New Retail Sales Report: Which One Should Investors Believe?
February 23, 2024
Tickers
AMZN
IVT
NNN
REIT
Tags
Real Estate
Market News
SPG
From
Benzinga
Earnings Scheduled For February 13, 2024
February 13, 2024
Tickers
ABNB
ADC
AIG
AKAM
Tags
LCII
INVH
BL
From
Benzinga
InvenTrust Properties's Ex-Dividend Date Is Wednesday, Here's What You Need To Know
December 22, 2023
Tickers
IVT
Tags
Benzinga
Market News
IVT
From
Benzinga
Looking for a Bargain? 7 Retirement Stocks to Buy That Are Down 10% in 2023
August 06, 2023
Tickers
ERIC
ERMAY
FSFG
IVT
Tags
Market News
Stocks to Buy
RGR
From
InvestorPlace
Earnings Scheduled For July 31, 2023
July 31, 2023
Tickers
AAN
ADUS
AER
AESI
Tags
Earnings Scheduled
BSM
INST
From
Benzinga
Wednesday Is Your Last Chance To Buy InvenTrust Properties Before The Dividend Payout
June 26, 2023
Tickers
IVT
Tags
Dividends
Market News
Benzinga
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For May 24, 2023
May 24, 2023
Tickers
A
ABEV
ACCD
ADSK
Tags
SITC
PTC
MAPS
From
Benzinga
Earnings Scheduled For February 14, 2023
February 14, 2023
Tickers
ABNB
ABST
ACST
ADC
Tags
ANDE
QSR
PCYG
From
Benzinga
InvenTrust Properties's Ex-Dividend Date Is Wednesday, Here's What You Need To Know
December 23, 2022
Tickers
IVT
Tags
Dividends
Benzinga
Market News
From
Benzinga
3 REITS With The Highest Total Return Over The Past 3 Years
October 27, 2022
Tickers
BRT
IVT
LSI
REIT
Tags
Semiconductors
IVT
BRT
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For September 29, 2022
September 29, 2022
Tickers
AAPL
AGTC
AKUS
BKKT
Tags
HUYA
CGTX
CHTR
From
Benzinga
Earnings Scheduled For August 1, 2022
August 01, 2022
Tickers
ACT
ADUS
AFL
AJRD
Tags
CF
ARLP
HLIT
From
Benzinga
Earnings Scheduled For May 2, 2022
May 02, 2022
Tickers
ADUS
AGNC
AIRC
AIRI
Tags
WEC
GPN
RMBS
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For April 22, 2022
April 22, 2022
Tickers
AA
AAL
AHT
APLE
Tags
SASR
PLYA
HLMN
From
Benzinga
Earnings Scheduled For February 10, 2022
February 10, 2022
Tickers
ACB
AFRM
AHH
ALNY
Tags
GPN
COHU
YCBD
From
Benzinga
Mid-Afternoon Market Update: Crude Oil Drops Over 2%; Bottomline Technologies Shares Spike Higher
December 17, 2021
Tickers
ABEO
BKSY
BLPH
DRI
Tags
ABEO
EPAY
Benzinga
From
Benzinga
Mid-Morning Market Update: Markets Open Lower; Darden Restaurants Posts Upbeat Earnings
December 17, 2021
Tickers
BKSY
BLPH
CTT
DRI
Tags
CTT
Commodities
News
From
Benzinga
50 Biggest Movers From Yesterday
October 14, 2021
Tickers
ADGI
ALLO
ANY
ATRA
Tags
ADGI
Market News
ANY
From
Benzinga
40 Stocks Moving In Wednesday's Mid-Day Session
October 13, 2021
Tickers
CRSP
CRXT
CTSO
DATS
Tags
News
JSPR
Markets
From
Benzinga
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.