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home
about us
Investment Approach
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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
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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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Articles published by City Ventures
The Highlands by City Ventures Grand Opens This Weekend in San Bruno
April 08, 2026
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City Ventures Announces Final Sales Release at Grove Village in Santa Rosa
August 13, 2025
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City Ventures Announces Below Market Rate Homes at Cherry Blossom Row in Richmond
August 12, 2025
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City Ventures Announces Official Grand Opening of Pinnacle in Milpitas
August 07, 2025
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City Ventures Expands Access to Homeownership with Limited Selection of Affordable Homes at Pinnacle in Milpitas
July 31, 2025
From
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Via
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Grand Opening for Saddlewood at Joshua Ranch Set for This Saturday, July 19th, Only Two Homes Remain for Sale at City Ventures’ Skyridge in Joshua Ranch
July 17, 2025
From
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City Ventures Announces Grand Opening of Concord Court in Compton
June 26, 2025
From
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Via
Business Wire
City Ventures Announces New Community, Pre-Grand Opening Sales Opportunities in El Cajon
March 06, 2025
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City Ventures Announces Grand Opening of Towns on First, an Exceptionally Walkable Community in the Heart of Downtown Upland
February 21, 2025
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City Ventures Announces Highly Anticipated Grand Opening for Fox Meadow in Santa Rosa
January 24, 2025
From
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Business Wire
City Ventures Announces Grand Opening of Eginhouse, Innovative New Live/Work Townhome Project in Artesia
January 24, 2025
From
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Business Wire
Skyridge at Joshua Ranch: Premier City Ventures Community with ‘Top-of-the-World’ Views Announces Final 10 Homes for Sale
November 08, 2024
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City Ventures Announces New Opportunities for Affordable Homeownership at Round Barn in Fountaingrove
September 19, 2024
From
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Business Wire
City Ventures Breaks Ground on Eginhouse, New Live/Work Townhome Project in Artesia
April 10, 2024
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Business Wire
City Ventures to Break Ground Tomorrow on Eginhouse, New Live/Work Townhome Project in Artesia
April 02, 2024
From
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City Ventures Announces Successful Grand Opening of Highly Anticipated New Community, Grove Village, in Santa Rosa
August 17, 2023
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City Ventures Announces “NEXUS” — An Enlightened, Tech-Forward, Net-Zero Land Plan Initiative Which Provides Attainable Housing for California Residents While Addressing Critical Social, Climate and Wellness Issues Facing the State
August 19, 2021
From
City Ventures
Via
Business Wire
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