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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
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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
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MARKET RESEARCH
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Articles published by Catheter Precision, Inc.
Catheter Precision Announces Successful LockeT Launch in South Africa
November 20, 2025
From
Catheter Precision, Inc.
Via
GlobeNewswire
Tickers
VTAK
Catheter Precision Announces Third VIVO Installation in France
November 18, 2025
From
Catheter Precision, Inc.
Via
GlobeNewswire
Tickers
VTAK
Catheter Precision (VTAK) Reports Third Quarter and First Nine Months 2025 Results of Operations
November 13, 2025
From
Catheter Precision, Inc.
Via
GlobeNewswire
Tickers
VTAK
Catheter Precision Enters Distribution Agreement with FuMedica AG to Bring LockeT to Switzerland
October 16, 2025
From
Catheter Precision, Inc.
Via
GlobeNewswire
Tickers
VTAK
Catheter Precision, Inc. Announces Two New Patents to be Issued by USPTO
September 30, 2025
From
Catheter Precision, Inc.
Via
GlobeNewswire
Tickers
VTAK
Catheter Precision Announces Tender Win and First Purchase Order in Croatia
September 10, 2025
From
Catheter Precision, Inc.
Via
GlobeNewswire
Tickers
VTAK
Catheter Precision Announces September 10th, 2025 Record Date for October 10th, 2025 Special Meeting of Stockholders
September 04, 2025
From
Catheter Precision, Inc.
Via
GlobeNewswire
Tickers
VTAK
Catheter Precision Announces Introduction of the LockeT Product Line into Italy
September 02, 2025
From
Catheter Precision, Inc.
Via
GlobeNewswire
Tickers
VTAK
Catheter Precision Announces First Procedures in France as LockeT Expansion Continues
August 28, 2025
From
Catheter Precision, Inc.
Via
GlobeNewswire
Tickers
VTAK
Catheter Precision Receives Notification of New Patent Issuance for VIVO Product Line
August 25, 2025
From
Catheter Precision, Inc.
Via
GlobeNewswire
Tickers
VTAK
Catheter Precision Announces the Start of Enrollment for the LockeT Compare Study
August 21, 2025
From
Catheter Precision, Inc.
Via
GlobeNewswire
Tickers
VTAK
Catheter Precision Receives Approval for LockeT in the United Kingdom
August 18, 2025
From
Catheter Precision, Inc.
Via
GlobeNewswire
Tickers
VTAK
Catheter Precision, Inc. Announces Effectiveness of 1-for-19 Reverse Stock Split
August 15, 2025
From
Catheter Precision, Inc.
Via
GlobeNewswire
Tickers
VTAK
First LockeT Cases Completed in Germany
August 13, 2025
From
Catheter Precision, Inc.
Via
GlobeNewswire
Tickers
VTAK
Catheter Precision, Inc. Reports Results of Operations for Second Quarter 2025
August 11, 2025
From
Catheter Precision, Inc.
Via
GlobeNewswire
Tickers
VTAK
Milestone Achievement for Hospital Using Catheter Precision’s VIVO System
August 07, 2025
From
Catheter Precision, Inc.
Via
GlobeNewswire
Tickers
VTAK
Catheter Precision, Inc. Announces First Purchase Order From University Hospital in Rennes, France
July 07, 2025
From
Catheter Precision, Inc.
Via
GlobeNewswire
Tickers
VTAK
Catheter Precision, Inc. Forms new Joint Venture Called Kardionav to Exploit patented AI Techniques to Create New VT Software platform
June 30, 2025
From
Catheter Precision, Inc.
Via
GlobeNewswire
Tickers
VTAK
Catheter Precision, Inc. Comments on Recent Market Activity
June 12, 2025
From
Catheter Precision, Inc.
Via
GlobeNewswire
Tickers
VTAK
Catheter Precision (VTAK) Reports Key Progress for the LockeT Product
June 12, 2025
From
Catheter Precision, Inc.
Via
GlobeNewswire
Tickers
VTAK
Catheter Precision, Inc. Secures VIVO Purchase Order From Sahlgrenska University Hospital
June 09, 2025
From
Catheter Precision, Inc.
Via
GlobeNewswire
Tickers
VTAK
Catheter Precision, Inc. Announces First Quarter 2025 Update and Financial Results
May 14, 2025
From
Catheter Precision, Inc.
Via
GlobeNewswire
Tickers
VTAK
Catheter Precision, Inc. Announces $1.5 Million Private Placement Equity Financing and Potential Strategic Alliance
May 12, 2025
From
Catheter Precision, Inc.
Via
GlobeNewswire
Tickers
VTAK
Catheter Precision, Inc. Completes Acquisition of Cardionomic Heart Failure Assets
May 06, 2025
From
Catheter Precision, Inc.
Via
GlobeNewswire
Tickers
VTAK
New Clinical Data Presented about VIVO at the 46th Annual Heart Rhythm Association Conference
May 01, 2025
From
Catheter Precision, Inc.
Via
GlobeNewswire
Tickers
VTAK
Catheter Precision to Attend and Participate in the 46th Heart Rhythm Society
April 24, 2025
From
Catheter Precision, Inc.
Via
GlobeNewswire
Tickers
VTAK
Catheter Precision to Acquire Assets in Development for Late-Stage Treatment for Acute Decompensated Heart Failure
April 23, 2025
From
Catheter Precision, Inc.
Via
GlobeNewswire
Tickers
VTAK
Catheter Precision Makes NYSE American Section 610(b) Public Announcement
April 17, 2025
From
Catheter Precision, Inc.
Via
GlobeNewswire
Tickers
VTAK
Catheter Precision, Inc. Receives Notice of First Patent Allowance in the US for LockeT Product Line
April 14, 2025
From
Catheter Precision, Inc.
Via
GlobeNewswire
Tickers
VTAK
Catheter Precision, Inc. Announces Fourth Quarter and Full Year 2024 Update and Financial Results
March 28, 2025
From
Catheter Precision, Inc.
Via
GlobeNewswire
Tickers
VTAK
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