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home
about us
Investment Approach
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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
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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
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Articles published by Cemtrex Inc.
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Cemtrex, Inc. Announces $2 Million Registered Direct Offering
December 23, 2025
From
Cemtrex Inc.
Via
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Tickers
CETX
CETXP
Cemtrex, Inc. Announces $2 Million Registered Direct Offering
December 11, 2025
From
Cemtrex Inc.
Via
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CETX
CETXP
Cemtrex Highlights Profitability Focus, Strategic Transformation, and Progress Toward Portfolio Expansion
December 11, 2025
From
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Via
GlobeNewswire
Tickers
CETX
CETXP
Cemtrex Enters into Agreement to Acquire Invocon, Adding Proven Aerospace & Defense Engineering Capabilities
November 20, 2025
From
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Via
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Tickers
CETX
CETXP
Cemtrex Signs Letters of Intent for Two Strategic Acquisitions in Robotics and Aerospace
August 25, 2025
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CETXP
Cemtrex Highlights $1.3 Million in Notable New Contracts in Past Week Across Security and Industrial Divisions, Reinforces FY26 Growth Outlook
August 13, 2025
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Via
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CETXP
Cemtrex Issues Shareholder Update Highlighting Growth Across Vicon and AIS Divisions, Strategic Initiatives in Blockchain and Automation
August 01, 2025
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CETXP
Cemtrex Acquires $1 Million in Solana, Citing Structural Mispricing; Targets $10 Million Crypto Treasury Reserve
July 31, 2025
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CETXP
Cemtrex’s Vicon Developing Blockchain-Based Video Integrity Layer to Combat Deepfakes and Evidence Tampering
July 29, 2025
From
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CETX
CETXP
Cemtrex Wins $500K+ Order for NEXT Modular Camera System From Major School District in Kentucky
July 10, 2025
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Cemtrex’s Vicon Secures $1.2M Follow-On Order for County Security Infrastructure Expansion
July 08, 2025
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CETX
CETXP
Cemtrex’s Vicon NEXT Camera Wins Multiple Industry Awards, Signaling Commercial Momentum and Category Leadership
June 26, 2025
From
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CETX
CETXP
Cemtrex Accelerates Growth Strategy After Strong First Half with Targeted Acquisitions
June 12, 2025
From
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CETX
CETXP
Cemtrex Regains Compliance with NASDAQ Stockholders’ Equity Requirement
June 09, 2025
From
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Via
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Tickers
CETX
CETXP
Cemtrex’s Vicon Expands Leadership in UK Prison Security Market with New Wave of System Orders
June 02, 2025
From
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Tickers
CETX
CETXP
Cemtrex, Inc. Announces Closing of $1.25 Million Underwritten Public Offering
May 29, 2025
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CETXP
Cemtrex, Inc. Announces Pricing of $1.25 Million Underwritten Public Offering
May 28, 2025
From
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Via
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CETX
CETXP
Cemtrex, Inc. Announces Launch of Proposed Public Offering
May 27, 2025
From
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CETX
CETXP
Cemtrex’s AIS Secures $1.8M Contract for Major Wastewater Treatment Plant Upgrade
May 27, 2025
From
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Via
GlobeNewswire
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CETX
CETXP
Cemtrex Reports Second Quarter Fiscal Year 2025 Financial Results
May 15, 2025
From
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Via
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CETX
CETXP
Cemtrex’s Vicon Secures Prestigious STQC Certification, Strengthening its Position in High-Growth Indian Market
May 12, 2025
From
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Via
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CETX
CETXP
Cemtrex Secures $1M Security Technology Order from Major Middle Eastern Media Group
May 07, 2025
From
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Via
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CETX
CETXP
Cemtrex's Vicon Subsidiary Secures $1.2M Order for Border Protection Deployment in Texas
February 18, 2025
From
Cemtrex Inc.
Via
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Tickers
CETX
CETXP
Cemtrex Reports First Quarter Fiscal Year 2025 Financial Results
February 14, 2025
From
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Tickers
CETX
CETXP
Cemtrex Regains Compliance with NASDAQ Stockholders’ Equity Requirement
January 06, 2025
From
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Via
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CETX
CETXP
Cemtrex Reports Fourth Quarter and Full Fiscal Year 2024 Financial Results
December 30, 2024
From
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Tickers
CETX
CETXP
Cemtrex’s Vicon Industries Secures $10.4 Million Valerus Expansion Order from State Government Corrections Customer
December 16, 2024
From
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Via
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Tickers
CETX
CETXP
Cemtrex Regains Compliance with NASDAQ Listing Requirement
December 13, 2024
From
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CETX
CETXP
Cemtrex’s Vicon Announces New Partnership with AI Chipmaker Hailo for its New Modular Camera System, NEXT™
December 12, 2024
From
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CETX
CETXP
Cemtrex’s Advanced Industrial Services Awarded Two Contracts Totaling $6.7 Million from Derry Township Municipal Authority
December 09, 2024
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CETXP
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