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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
Form CRS
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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
Services, Fees and Compensation
Client Information
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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EVENTS
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Event Schedule
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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 Creative Realities
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Creative Realities Inc. Shines as a Top Workplace, Empowering Employees in Greater Louisville
October 29, 2024
From
Creative Realities
Via
GlobeNewswire
Tickers
CREX
Creative Realities Warms Up for a New Season Across NFL, NHL and NBA Venues
September 25, 2024
From
Creative Realities
Via
GlobeNewswire
Tickers
CREX
Creative Realities Reports Fiscal 2024 Second Quarter Results
August 14, 2024
From
Creative Realities
Via
GlobeNewswire
Tickers
CREX
Creative Realities, Inc. Announces Second Quarter 2024 Earnings Release Date and Conference Call Information
August 07, 2024
From
Creative Realities
Via
GlobeNewswire
Tickers
CREX
Creative Realities Elevates Game Day with Innovative Digital Signage in Sports & Entertainment Venues
August 06, 2024
From
Creative Realities
Via
GlobeNewswire
Tickers
CREX
Creative Realities Expands to LATAM to Accelerate the Booming Digital Signage Market, starting in Mexico
July 30, 2024
From
Creative Realities
Via
GlobeNewswire
Tickers
CREX
Creative Realities added to membership of Russell Microcap® Index
July 08, 2024
From
Creative Realities
Via
GlobeNewswire
Tickers
CREX
Creative Realities Appoints David Schultz as Vice President, New Business Development
June 10, 2024
From
Creative Realities
Via
GlobeNewswire
Tickers
CREX
Creative Realities to Be Included in Russell Microcap Index
June 04, 2024
From
Creative Realities
Via
GlobeNewswire
Tickers
CREX
Creative Realities Closes on New Revolving Credit Facility
May 28, 2024
From
Creative Realities
Via
GlobeNewswire
Tickers
CREX
CREXW
Creative Realities Inc. plans its expansion into EMEA and announces its beta launch to EMEA Integrators in 2024
May 15, 2024
From
Creative Realities
Via
GlobeNewswire
Tickers
CREX
CREXW
Creative Realities Reports Fiscal 2024 First Quarter Results
May 10, 2024
From
Creative Realities
Via
GlobeNewswire
Tickers
CREX
CREXW
Creative Realities to Restructure Debt Through Revolving Credit Facility
May 09, 2024
From
Creative Realities
Via
GlobeNewswire
Tickers
CREX
CREXW
Creative Realities, Inc. Announces First Quarter 2024 Earnings Release Date and Conference Call Information
May 03, 2024
From
Creative Realities
Via
GlobeNewswire
Tickers
CREX
CREXW
Creative Realities Reports Fiscal 2023 Fourth Quarter Results
March 21, 2024
From
Creative Realities
Via
GlobeNewswire
Tickers
CREX
CREXW
Creative Realities, Inc. Announces Year End 2023 Earnings Release Date and Conference Call Information
March 14, 2024
From
Creative Realities
Via
GlobeNewswire
Tickers
CREX
CREXW
UPDATE – Creative Realities Partners with Departure Media Airport Advertising to Enhance Traveler Experience at Cincinnati/Northern Kentucky International Airport (CVG)
March 13, 2024
From
Creative Realities
Via
GlobeNewswire
Tickers
CREX
CREXW
Creative Realities Partners with Departure Media Airport Advertising to Enhance Traveler Experience at Cincinnati/Northern Kentucky International Airport (CVG)
March 13, 2024
From
Creative Realities
Via
GlobeNewswire
Tickers
CREX
CREXW
Creative Realities and IceBox Retail Media Network Partner to Revolutionize In-Store Advertising
February 27, 2024
From
Creative Realities
Via
GlobeNewswire
Tickers
CREX
CREXW
Creative Realities to Debut as Exhibitors at NRF 2024: Retail’s Big Show
January 09, 2024
From
Creative Realities
Via
GlobeNewswire
Tickers
CREX
CREXW
Creative Realities and Black Rifle Coffee Join Forces to Revolutionize the Customer Experience
December 13, 2023
From
Creative Realities
Via
GlobeNewswire
Tickers
CREX
CREXW
Creative Realities illuminates Airport Shopping with Engaging LED Experiences
November 14, 2023
From
Creative Realities
Via
GlobeNewswire
Tickers
CREX
CREXW
Creative Realities Reports 3rd Quarter 2023 Results
November 09, 2023
From
Creative Realities
Via
GlobeNewswire
Tickers
CREX
CREXW
Creative Realities Named a 2023 Digital Signage Experience Awards (DIZZIE) Finalist
November 07, 2023
From
Creative Realities
Via
GlobeNewswire
Tickers
CREX
CREXW
QSRs and the American Way of Dining: Creative Realities Survey Unveils Insights
November 01, 2023
From
Creative Realities
Via
GlobeNewswire
Tickers
CREX
CREXW
Creative Realities Partners with The Human Bean to Modernize Drive-Thru Coffee Experiences
October 31, 2023
From
Creative Realities
Via
GlobeNewswire
Tickers
CREX
CREXW
Creative Realities Confirms Guidance for 2H2023; Announces Third Quarter 2023 Earnings Conference Call Information
October 20, 2023
From
Creative Realities
Via
GlobeNewswire
Tickers
CREX
CREXW
Creative Realities Expands Partnership with Target Center to Elevate Fan Experience with Digital Signage Upgrade
September 19, 2023
From
Creative Realities
Via
GlobeNewswire
Tickers
CREX
CREXW
Creative Realities Ranked 7th in licenses amongst Global Software Solution providers, by Invidis Consulting in the 2023 Yearbook
August 29, 2023
From
Creative Realities
Via
GlobeNewswire
Tickers
CREX
CREXW
Creative Realities Announces a Channel Sales Program and a Key Industry Hire to Lead
August 24, 2023
From
Creative Realities
Via
GlobeNewswire
Tickers
CREX
CREXW
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