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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
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
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MARKET RESEARCH
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Articles published by CI Global Asset Management
CORRECTING and REPLACING CI Global Asset Management Announces June 2026 Distributions for the CI ETFs
June 17, 2026
From
CI Global Asset Management
Via
Business Wire
Tickers
CBOE
TSX:BXF
TSX:CAGG
TSX:CAGS
TSX:CBAL
TSX:CBAP
CI Global Asset Management Launches Solana ETF with 0% Management Fee for First Three Months
April 16, 2025
From
CI Global Asset Management
Via
Business Wire
Tickers
TSX:CIX
TSX:GLXY
CI Global Asset Management Announces Confirmed Annual Reinvested Capital Gains Distributions for CI ETFs
December 30, 2024
From
CI Global Asset Management
Via
Business Wire
Tickers
TSX:CIX
CI Global Asset Management Announces Enhancements to Selected Bond and Canadian Balanced Funds
November 01, 2023
From
CI Global Asset Management
Via
Business Wire
Tickers
TSX:CIX
Smart Switch DCA™, a New Service from CI Global Asset Management, Provides a Systematic Approach to Investing in Uncertain Markets
August 01, 2023
From
CI Global Asset Management
Via
Business Wire
Tickers
TSX:CIX
CI Global Asset Management Announces Estimated Reinvested Distributions in Connection with ETF Mergers
March 30, 2023
From
CI Global Asset Management
Via
Business Wire
Tickers
TSX:CIX
CI Global Asset Management Announces Estimated Annual Reinvested Distributions for JFT Strategies Fund
December 05, 2022
From
CI Global Asset Management
Via
Business Wire
Tickers
CIXX
TSX:CIX
CI Global Asset Management Announces May 2022 Distributions for CI ETFs
May 13, 2022
From
CI Global Asset Management
Via
Business Wire
Tickers
CIXX
TSX:CIX
CI Global Asset Management Announces Reinvested Distributions
April 28, 2022
From
CI Global Asset Management
Via
Business Wire
Tickers
CIXX
TSX:CIX
TSX:DGR
TSX:FSF
TSX:UMI
TSX:WXM
CI Global Asset Management Announces Launch of ETF Series of CI Floating Rate Income Fund
April 19, 2022
From
CI Global Asset Management
Via
Business Wire
Tickers
CIXX
TSX:CFRT
TSX:CIX
CI Global Asset Management Announces Confirmed Annual Reinvested Distributions for JFT Strategies Fund
January 07, 2022
From
CI Global Asset Management
Via
Business Wire
CI Global Asset Management Announces Risk Rating Change for CI Global Alpha Innovation ETF
August 13, 2021
From
CI Global Asset Management
Via
Business Wire
Tickers
CIXX
TSX:CIX
CI Global Asset Management Completes Merger of CI Galaxy Bitcoin Fund into CI Galaxy Bitcoin ETF
May 10, 2021
From
CI Global Asset Management
Via
Business Wire
Tickers
CIXX
TSX:CIX
CI Global Asset Management Announces Completion of ETF and Mutual Fund Mergers and Related ETF Distributions
April 19, 2021
From
CI Global Asset Management
Via
Business Wire
Tickers
TSX:CIX
TSX:DGR
TSX:DGRC
TSX:FSF
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