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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
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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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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
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Event Schedule
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Investing During Uncertain Times
Read FULL Seminar Here
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CP Group Announces Nearly 40,000 SF of Leasing at Miami Tower in Downtown Miami
May 16, 2024
From
CP Group
Via
Business Wire
CP Group Announces Nearly 70,000 SF of Leasing at Harris Corners in Charlotte, NC
April 18, 2024
From
CP Group
Via
Business Wire
CP Group Rebrands Downtown Atlanta’s Former CNN Center to ‘The Center,’ Launches Office and Retail Leasing
April 04, 2024
From
CP Group
Via
Business Wire
Boca Raton Innovation Campus Announces Six New Leasing Agreements, Underscoring Its Reinvention as a Home for Growing Companies
January 18, 2024
From
CP Group
Via
Business Wire
Citigroup Center in Downtown Miami Announces 38,000 SF of New Leasing Activity
November 28, 2023
From
CP Group
Via
Business Wire
Downtown Miami’s Citigroup Center Inks Deal With Cactus Club Cafe for 10,000-SF Restaurant and Lounge on Ground Floor
October 18, 2023
From
CP Group
Via
Business Wire
CP Group Announces 17,000 sf of Leasing at 3225 Cumberland in Atlanta
September 25, 2023
From
CP Group
Via
Business Wire
CP Group Announces Four New Leases at Harris Corners in Charlotte, NC
August 22, 2023
From
CP Group
Via
Business Wire
CP Group’s $50 Million Capital Improvements Program Underway at Bank of America Plaza Skyscraper in Atlanta
August 02, 2023
From
CP Group
Via
Business Wire
CP Group Announces Five New Lease Agreements at Paces West Office Tower in Atlanta, Georgia
July 31, 2023
From
CP Group
Via
Business Wire
CP Group’s Northpoint Center Wins 2023 BOMA International TOBY Award
July 20, 2023
From
CP Group
Via
Business Wire
CP Group Announces Plans for 340,000 SF of New ‘worCPlaces’ Flexible Office Suites in 2023
July 18, 2023
From
CP Group
Via
Business Wire
CP Group Announces 88,027 SF in New Leasing Activity at 5POP in Houston, Texas
June 22, 2023
From
CP Group
Via
Business Wire
Citigroup Center in Downtown Miami Announces Nearly 50,000 SF of New Leasing
May 23, 2023
From
CP Group
Via
Business Wire
CP Group Announces Over 32,000 SF in New Leasing at One Biscayne Tower in Miami, Florida
May 09, 2023
From
CP Group
Via
Business Wire
CP Group Announces More Than 47,000 SF in Leasing at One Southeast Third Avenue in Miami, Florida
April 04, 2023
From
CP Group
Via
Business Wire
CP Group Leases 18,000 SF of Spec Office Suites at One and Two Ravinia in Atlanta, Ga.
February 15, 2023
From
CP Group
Via
Business Wire
CP Group Announces 17,786 SF in New Leasing at Two Town Center in Boca Raton, Florida
February 06, 2023
From
CP Group
Via
Business Wire
Citigroup Center in Downtown Miami Leases Spec Office Suites, Announces Rebrand Amid Incoming Renovations
January 23, 2023
From
CP Group
Via
Business Wire
CP Group Announces 23,000 SF in New Leasing at Resource Square I & III in Orlando, Florida
December 19, 2022
From
CP Group
Via
Business Wire
CP Group Completes $2.2 Million Renovation of One Overton Park in Atlanta
December 13, 2022
From
CP Group
Via
Business Wire
CP Group Announces 153,000 sf of Leasing Activity at Granite Tower in Denver, Co.
December 05, 2022
From
CP Group
Via
Business Wire
CP Group Totals 82,000 sf of Leasing Activity in 2022 at Flagler Center in Jacksonville, Fla.
November 10, 2022
From
CP Group
Via
Business Wire
CP Group Announces 30,000 sf in New Leasing at Northpoint Center in Lake Mary, Florida
October 12, 2022
From
CP Group
Via
Business Wire
Boca Raton Innovation Campus (BRiC) Adds Guident and Arete to Growing Roster of Tenants
October 05, 2022
From
CP Group
Via
Business Wire
CP Group Announces 46,000 SF in New Leasing at One Biscayne Tower in Miami, Florida
September 23, 2022
From
CP Group
Via
Business Wire
CP Group Acquires 709K-SF Democracy Center in Bethesda, Maryland
September 13, 2022
From
CP Group
Via
Business Wire
CP Group Signs Olympus Insurance to 24,000-SF Corporate Headquarters Lease at Prominence Office Park in Jacksonville, Florida
August 31, 2022
From
CP Group
Via
Business Wire
Class A Office Tower Financial Center at the Gardens Executes 56,500 SF of Office Leases YTD in Palm Beach Gardens, Florida, Increasing Building Occupancy to Nearly 97%
August 24, 2022
From
CP Group
Via
Business Wire
CP Group Rolls Out ‘worCPlaces’ Flexible Office Spaces Within Atlanta Portfolio
August 18, 2022
From
CP Group
Via
Business Wire
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