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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
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Articles published by Duck Creek Technologies
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PURE Insurance Enhances Member Billing Experience with Upgrade to Duck Creek Billing
August 05, 2025
From
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Via
GlobeNewswire
Duck Creek Earns Five Celent XCelent Awards for Excellence in Insurance Technology
July 22, 2025
From
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Via
GlobeNewswire
Duck Creek Technologies Announces Six New Digital Certifications through Duck Creek University
June 17, 2025
From
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Via
GlobeNewswire
Philadelphia Insurance Companies Recognized with Duck Creek Standard of Excellence Customer Award at Formation ’25
May 22, 2025
From
Duck Creek Technologies
Via
GlobeNewswire
FCCI Insurance Group Honored with Duck Creek Standard of Excellence Customer Award at Formation ’25
May 21, 2025
From
Duck Creek Technologies
Via
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Duck Creek Technologies Kicks Off Formation ’25 to Shape Insurance’s Future
May 20, 2025
From
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Via
GlobeNewswire
Duck Creek Technologies Announces Tyler Jones as Chief Marketing Officer
May 19, 2025
From
Duck Creek Technologies
Via
GlobeNewswire
Entrepreneur and Renowned Poet Sekou Andrews to be the Keynote Speaker at Duck Creek Formation ’25
April 24, 2025
From
Duck Creek Technologies
Via
GlobeNewswire
Duck Creek Technologies Appoints General Daniel Hokanson, USA, Ret. to Board of Directors
April 15, 2025
From
Duck Creek Technologies
Via
GlobeNewswire
Duck Creek Hosts Annual One Duck Summit to Build a Future of Belonging, Inclusion, and Innovation
March 25, 2025
From
Duck Creek Technologies
Via
GlobeNewswire
Safepoint Holdings Migrates to Duck Creek OnDemand to Drive Operational Efficiency and Growth
February 18, 2025
From
Duck Creek Technologies
Via
GlobeNewswire
Duck Creek Technologies Partners with Worldpay to Enhance Payments Solutions
February 11, 2025
From
Duck Creek Technologies
Via
GlobeNewswire
Duck Creek Technologies Receives Insurance Business America’s 2025 5-Star Diversity, Equity, and Inclusion Award for Third Straight Year
February 06, 2025
From
Duck Creek Technologies
Via
GlobeNewswire
Duck Creek Technologies Launches End-to-End Payments Marketplace and New Integration with Paymentus
February 04, 2025
From
Duck Creek Technologies
Via
GlobeNewswire
Tickers
PAY
ITC London: Duck Creek Technologies Hosts “Forecasting the Future of Commercial Lines Insurance” Roundtable
January 22, 2025
From
Duck Creek Technologies
Via
GlobeNewswire
Duck Creek Technologies Strengthens Global Sales Leadership with Strategic Appointments in North America, EMEA, and APAC
December 10, 2024
From
Duck Creek Technologies
Via
GlobeNewswire
Duck Creek Establishes Center of Excellence in Poland to Enhance Global Support for Customers
November 13, 2024
From
Duck Creek Technologies
Via
GlobeNewswire
Duck Creek Technologies Announces 2024 Partner of the Year Award Winners
October 29, 2024
From
Duck Creek Technologies
Via
GlobeNewswire
FCCI Insurance Group Deploys Duck Creek Policy with Active Delivery to Modernize Operations and Drive Expansion into the Excess & Surplus Market
October 23, 2024
From
Duck Creek Technologies
Via
GlobeNewswire
Duck Creek Technologies Named a Leader in Gartner® 2024 Magic Quadrant™ for SaaS P&C Insurance Core Platforms, North America
October 17, 2024
From
Duck Creek Technologies
Via
GlobeNewswire
Duck Creek Technologies to Showcase its Cloud-Native Platform at ITC Vegas
October 15, 2024
From
Duck Creek Technologies
Via
GlobeNewswire
Duck Creek Technologies Acquires Risk Control Technologies to Deliver Comprehensive Risk Management and Mitigation Solutions
October 10, 2024
From
Duck Creek Technologies
Via
GlobeNewswire
Duck Creek Technologies Launches Payments Facilitator to Create End-To-End Insurance Payment Solution
October 02, 2024
From
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Via
GlobeNewswire
Duck Creek Technologies Launches Policy with Active Delivery
August 05, 2024
From
Duck Creek Technologies
Via
GlobeNewswire
EY Announces Mike Jackowski of Duck Creek Technologies as an Entrepreneur Of The Year® 2024 New England Award Winner
June 18, 2024
From
Duck Creek Technologies
Via
GlobeNewswire
Duck Creek Named XCelent Award Winner in Multiple Categories
June 05, 2024
From
Duck Creek Technologies
Via
GlobeNewswire
Mutual Benefit Group Wins Duck Creek Standard of Excellence Customer Award at Formation ‘24
May 29, 2024
From
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Via
GlobeNewswire
Duck Creek Technologies Recognizes IAT Insurance Group and Coforge with its Standard of Excellence Award
May 28, 2024
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Duck Creek Technologies Celebrates Innovation Champions expert.ai and Cognizant at Formation ’24 Hatch-a-Thon
May 23, 2024
From
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GlobeNewswire
Formation '24 – The Premier Tech Conference for Insurance Industry Leaders – Kicks Off in Dallas
May 22, 2024
From
Duck Creek Technologies
Via
GlobeNewswire
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