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home
about us
Investment Approach
Client Service Approach
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
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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
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 Circus SE
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November 04, 2025
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October 29, 2025
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Via
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Circus SE Set for High-Volume Market Entry in the Defense Sector
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Circus SE Delivers First CA-1 AI Robot to Meta
September 18, 2025
From
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September 08, 2025
From
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Circus SE and Secura Enter Into Strategic Partnership to Scale AI-Robots
September 03, 2025
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Circus SE Holds Successful Annual General Meeting and Provides Outlook on Growth in the Defense Sector
August 26, 2025
From
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Circus SE Secures Federal Research Grant to Advance Defense AI-Robotics
August 22, 2025
From
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Business Wire
Circus SE Receives NATO Approval for Defense Contracts and Multinational Procurement Programs
August 12, 2025
From
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Circus SE Appoints Former Bundeswehr Officer as VP Defense Strategy & Operations
July 16, 2025
From
Circus SE
Via
Business Wire
Circus SE Gets Awarded International Red Dot Award “Best of Best” for Outstanding Industrial Design
July 04, 2025
From
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Business Wire
Circus SE publishes 2024 Annual Report marking the completion of the R&D phase
June 30, 2025
From
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Via
Business Wire
Circus SE wins HEM fuel stations as customer for its autonomous AI-robotics in food service
June 18, 2025
From
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Via
Business Wire
Circus SE receives official supplier certification for U.S. government institutions and the Department of Defense
June 16, 2025
From
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Via
Business Wire
Circus SE Appoints Former Helsing Top-Executive Sasha Borovik as General Counsel
June 11, 2025
From
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Circus SE Moves Global Headquarters to Munich
June 02, 2025
From
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Circus SE Successfully Acquires Agentic AI Company FullyAI
May 21, 2025
From
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Circus SE wins Rational AG Commercial Director Dr. Maximilian Schwaller as VP Commercial
May 16, 2025
From
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Via
Business Wire
Circus SE to be Included in the MSCI Global Micro Cap Index
May 15, 2025
From
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Circus SE and REWE Region West Launch Exclusive National Pilot Partnership for the Integration of the CA-1 Robot
May 05, 2025
From
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Via
Business Wire
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