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home
about us
Investment Approach
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Market Analysis Summary
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Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
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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
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Client Information
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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EVENTS
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Event Schedule
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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
Tax-Free Income Seminar
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Articles published by CentralReach
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CentralReach Offers Comprehensive Behavioral Health Assessment Tools and Training Resources Free to Graduate Students
November 20, 2025
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CentralReach Celebrates Innovation, Collaboration, and the Future of Outcomes-Based Care at the 7th Annual CR Unite Autism and IDD Care Conference
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CentralReach Honored with Dual Stevie® Awards for People-Focused CEO and AI Innovation in Autism and IDD Care
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September 15, 2025
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CentralReach Continues Commitment to Data Security and Privacy with Renewed HIPAA Compliance Verification
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CentralReach’s Senior Vice President of People Named One Of New Jersey’s Leading Women In Business
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August 18, 2025
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GlobeNewswire
CentralReach Adds Workforce Management System Viventium to Preferred Partnership Network
July 21, 2025
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CentralReach Named to Inc.’s Annual Best Workplaces List for the 4th Year in a Row
June 17, 2025
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CentralReach’s Market-Leading Autism and IDD Care Platform™ Wins Gold in 2025 Stevie Awards for American Business
June 11, 2025
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CentralReach Named a Top AI Company of 2025 by the Software Report
April 23, 2025
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GlobeNewswire
CentralReach Named to Inc. Magazine’s 2025 List of Fastest-Growing Private Companies in the Southeast for 5th Time
April 01, 2025
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CentralReach Releases 2025 Edition of Industry Leading Autism and IDD Care Market Report, Highlighting Upward Trends in Service Demands
March 26, 2025
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CentralReach Joins Forces with Roper Technologies to Accelerate Outcomes for Individuals with Autism and IDDs
March 24, 2025
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CentralReach Expands Preferred Partnership Network with the Addition of Workforce Applicant Tracking System Apploi
March 13, 2025
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CentralReach and AI.Measures Announce Exclusive Partnership to Transform the Way Assessments and Autism Care Are Delivered, Paving the Way for Improved Learner Outcomes and Provider-Driven Value-Based Care
February 13, 2025
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Behavioral Innovations Transforms Applied Behavior Analysis Scheduling Operations with CentralReach’s AI-Powered Scheduling Solution, CR ScheduleAI
January 28, 2025
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CentralReach Named a Top Impact Company and Top Healthcare Company of 2025 by Real Leaders
January 17, 2025
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CentralReach’s AI-powered Clinical Note Solutions, CR NoteGuardAI and CR NoteDraftAI, Gain Rapid Momentum with over 100 Customers Adopting since July
January 09, 2025
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CentralReach Named to Built In’s Esteemed Best Places To Work List for Third Consecutive Year
January 07, 2025
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CentralReach Announces Two New Claims Maximizer Solutions: CR ClaimCheckAI and CR ClaimAgentAI: the Only Fully-Integrated, AI-Powered Tools Enabling Clean Claims and Claims Automation for Autism and IDD Care Providers
December 19, 2024
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CentralReach’s Anonymized Autism and IDD Care Industry Data will be Leveraged by the Council of Autism Service Providers (CASP) to Inform Provider Network Adequacy
December 16, 2024
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CentralReach Recognized on Inc.’s 2024 Best in Business List for Second Consecutive Year
December 03, 2024
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CentralReach Expands Preferred Partnership Community and Optionality for Its Customer Base with the Addition of Collectly, a Leading AI-powered Technology Company Specializing in Patient Billing and Engagement
September 18, 2024
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CentralReach Acquires Behavior Science Technology Inc. the Leading, Research-Backed Treatment Fidelity Platform for Applied Behavior Analysis that Has Demonstrated Ability to Help Increase Behavior Technician Tenure by 500%.
September 17, 2024
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CentralReach Launches Latest Edition of Autism and IDD Care Market Report, Revealing Significant Growth in Demand for Services
September 04, 2024
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CentralReach’s Proprietary AI Solution, cari, Named Technology Breakthrough of the Year in Stevie® Awards for Technology Excellence
August 27, 2024
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CentralReach Announces CR Care360™: the Most Complete, AI-powered Care Management Platform in the Autism and IDD Care Market; Company also Introduces New Caregiver App as Latest Innovation in CR Care360 Suite
August 20, 2024
From
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