Menu
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
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 Buy Currently
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
Sample Portfolio
Sample Portfolio Analysis
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 sm Program
Services, Fees and Compensation
Account Requirements
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
Municipal Bond Presentation
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
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
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
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
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
Recent Quotes
View Full List
My Watchlist
Create Watchlist
Indicators
DJI
Nasdaq Composite
SPX
Gold
Crude Oil
Markets
Stocks
ETFs
Tools
Markets:
Overview
News
Currencies
International
Treasuries
Articles published by CITIC Telecom CPC
CITIC Telecom CPC Garners CAHK STAR Award 2025 Again
October 23, 2025
From
CITIC Telecom CPC
Via
ACN Newswire
CITIC Telecom CPC Strengthens 'AI+ Cloud Network Security' Framework 'New MiiND for a Connected Future Beyond AI+ Security'
October 15, 2025
From
CITIC Telecom CPC
Via
ACN Newswire
CITIC Telecom CPC Clinches Silver Medal at the 50th International Exhibition of Inventions Geneva
June 17, 2025
From
CITIC Telecom CPC
Via
ACN Newswire
Highly-acclaimed Cybersecurity Solutions and SOC Service Capabilities
May 22, 2025
From
CITIC Telecom CPC
Via
ACN Newswire
Novotech Leverages an Intelligent "Cloud, Network & Security" Solution to Propel Global Drug R&D
May 18, 2025
From
CITIC Telecom CPC
Via
ACN Newswire
CITIC Telecom CPC announces Strategic Partnership with SANGFOR
March 24, 2025
From
CITIC Telecom CPC
Via
ACN Newswire
CITIC Telecom CPC Wins Outstanding Award at 2025 Hong Kong Sustainable Development Innovation and Technology Awards
March 10, 2025
From
CITIC Telecom CPC
Via
ACN Newswire
TrustCSI 3.0 Navigates the 'Belt and Road' and Empowers Global Enterprise's Digital Journey
February 18, 2025
From
CITIC Telecom CPC
Via
ACN Newswire
Kicking Off 2025: CITIC Telecom CPC AI Innovation Garners Multiple Accolades
January 16, 2025
From
CITIC Telecom CPC
Via
ACN Newswire
CITIC Telecom CPC's Internal and External Cybersecurity Excellence Honored with 3 Industry Awards
December 04, 2024
From
CITIC Telecom CPC
Via
ACN Newswire
The 'Fermentation' Effect of Beer and ICT Innovation
October 29, 2024
From
CITIC Telecom CPC
Via
ACN Newswire
CITIC Telecom CPC Propels '+AI to AI+'
October 18, 2024
From
CITIC Telecom CPC
Via
ACN Newswire
CITIC Telecom CPC's AI+ Solution Shines at World AI Conference
July 31, 2024
From
CITIC Telecom CPC
Via
ACN Newswire
CITIC Telecom CPC's 'AI+ Coud Network Security' Innovation Continues to Attain Recognition for Unmatched Capabilities
July 12, 2024
From
CITIC Telecom CPC
Via
ACN Newswire
Tickers
CTPCF
CITIC Telecom Joins 2024 World AI Conference to Showcase Intelligent Innovation and Digital Empowerment
July 05, 2024
From
CITIC Telecom CPC
Via
ACN Newswire
Tickers
CTPCF
CITIC Telecom CPC's Innovation Excellence Honored with 2 Innovation Awards
May 17, 2024
From
CITIC Telecom CPC
Via
ACN Newswire
Tickers
CCTTF
CTPCF
CITIC Telecom CPC Garners Multiple Ecosystem Partners Awards Reinforces Collaborative Capabilities, Drives Breakthrough Innovation & Shares Sustainable Development Results
April 29, 2024
From
CITIC Telecom CPC
Via
ACN Newswire
Tickers
CCTTF
CTPCF
CITIC Telecom CPC becomes Versa Networks's First Greater China SASE & SD-WAN Managed Services Partner
May 24, 2023
From
CITIC Telecom CPC
Via
ACN Newswire
Tickers
CCTTF
CTPCF
CITIC TELECOM CPC is the First to be Recognized as VMware Sovereign Cloud Partner in Hong Kong
April 20, 2023
From
CITIC Telecom CPC
Via
ACN Newswire
Tickers
CCTTF
CTPCF
CITIC Telecom CPC Launches its 3rd Security Operations Center
March 28, 2023
From
CITIC Telecom CPC
Via
ACN Newswire
Tickers
CCTTF
CTPCF
CITIC Telecom CPC Continuous DX Innovation to Introduce Intelligence Operation Journey
March 10, 2023
From
CITIC Telecom CPC
Via
ACN Newswire
Tickers
CCTTF
CTPCF
CITIC Telecom CPC Becomes New VMware Cloud Service Provider Pinnacle Tier Partner in the Broadcom Advantage Partner Program
April 25, 2024
From
CITIC Telecom CPC
Via
ACN Newswire
Tickers
CCTTF
CTPCF
INSYS icom Designates CITIC Telecom CPC as Selected Partner For Asia and China Markets Expansion and Industrial Internet of Things (IIoT) Transformation
January 16, 2024
From
CITIC Telecom CPC
Via
ACN Newswire
Tickers
CCTTF
CTPCF
CITIC Telecom CPC Continues to Expand Global Footprint, New PoPs in India and Brazil Boost Network Coverage across BRICS
September 14, 2023
From
CITIC Telecom CPC
Via
ACN Newswire
Tickers
CCTTF
CTPCF
Driving Industry Advancement Through Innovation: CITIC Telecom CPC Wins 2023 Business GOVirtual Tech Awards for First Time and Championship in the 6th Industrial Internet Data Innovation and Application Contest
July 21, 2023
From
CITIC Telecom CPC
Via
ACN Newswire
Tickers
CCTTF
CTPCF
CITIC Telecom CPC and Veeam Deliver Simple, Safe and Secure Backup and Disaster Recovery to Empower Business Continuity for Global Enterprises
May 11, 2023
From
CITIC Telecom CPC
Via
ACN Newswire
Tickers
CCTTF
CTPCF
CITIC Telecom CPC launches Private Secure Gateway to Empower Enterprise Operational Efficiency and Boost User Experience
March 03, 2023
From
CITIC Telecom CPC
Via
ACN Newswire
Tickers
CCTTF
CTPCF
CITIC Telecom CPC Has a Rosy Start in 2023 with Multiple Distinguished Awards and Certifications
January 19, 2023
From
CITIC Telecom CPC
Via
ACN Newswire
Tickers
CCTTF
CTPCF
CITIC Telecom CPC Clinches Two Innovation Awards at Asia Communication Awards 2022
December 19, 2022
From
CITIC Telecom CPC
Via
ACN Newswire
Tickers
CCTTF
CTPCF
CITIC Telecom CPC Supercharges Security Superiority
December 09, 2022
From
CITIC Telecom CPC
Via
ACN Newswire
Tickers
CCTTF
CTPCF
Stock Quote API & Stock News API supplied by
www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the
Privacy Policy
and
Terms Of Service
.
© 2025 FinancialContent. All rights reserved.