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 Fengate Asset Management
Fengate expands infrastructure leadership team with appointment of Peter Kinkartz
January 27, 2026
From
Fengate Asset Management
Via
GlobeNewswire
Fengate appoints Alexander Glassman as Managing Director, Real Estate, U.S. Investments
December 17, 2025
From
Fengate Asset Management
Via
GlobeNewswire
Fengate acquires remaining stake in 440-megawatt Texas cogeneration asset
December 15, 2025
From
Fengate Asset Management
Via
GlobeNewswire
Fengate acquires 16 medical outpatient facilities in the United States
October 30, 2025
From
Fengate Asset Management
Via
GlobeNewswire
Fengate Private Equity and Sweets from the Earth announce partnership to propel next stage of growth
September 17, 2025
From
Fengate Asset Management
Via
GlobeNewswire
Fengate expands healthcare infrastructure portfolio with acquisition of 24 U.S. outpatient facilities
September 11, 2025
From
Fengate Asset Management
Via
GlobeNewswire
eStruxture Data Centers, a Fengate portfolio company, announces C$1.35 billion financing and first Canadian data center sector asset-backed securities
July 30, 2025
From
Fengate Asset Management
Via
GlobeNewswire
Fengate highlights responsible investment progress with release of 2024 Sustainability Report
July 07, 2025
From
Fengate Asset Management
Via
GlobeNewswire
Fengate Asset Management and Tilbury Properties break ground on new P3 student residence
June 25, 2025
From
Fengate Asset Management
Via
GlobeNewswire
Fengate and Alpha Omega Power start operations at Caballero Battery Energy Storage System
June 24, 2025
From
Fengate Asset Management
Via
GlobeNewswire
Fengate appoints Darcy Wilson as transportation lead
June 23, 2025
From
Fengate Asset Management
Via
GlobeNewswire
Fengate Asset Management and Tilbury Properties achieve financial close on new student residence in Ontario
June 17, 2025
From
Fengate Asset Management
Via
GlobeNewswire
Clackamas Progress Partners announces completion of Oregon’s first P3 courthouse
May 03, 2025
From
Fengate Asset Management
Via
GlobeNewswire
Tickers
HON
Fengate appoints Warren Roll as Managing Director, Head of Digital Infrastructure
April 22, 2025
From
Fengate Asset Management
Via
GlobeNewswire
Fengate consortium selected to deliver six new schools in Alberta, Canada
April 01, 2025
From
Fengate Asset Management
Via
GlobeNewswire
Fengate and eMAX Health announce partnership to drive innovation in healthcare technology
January 28, 2025
From
Fengate Asset Management
Via
GlobeNewswire
Fengate announces final close of US$1.1 billion flagship infrastructure fund above target
January 23, 2025
From
Fengate Asset Management
Via
GlobeNewswire
Fengate acquires significant stake in 440-megawatt Texas cogeneration asset
December 16, 2024
From
Fengate Asset Management
Via
GlobeNewswire
Fengate and Alpha Omega Power achieve financial close on 400MWh battery storage project in California
November 25, 2024
From
Fengate Asset Management
Via
GlobeNewswire
Fengate Asset Management announces financial close on two U.S. healthcare facilities
November 05, 2024
From
Fengate Asset Management
Via
GlobeNewswire
Fengate releases inaugural firmwide Sustainability Report
September 16, 2024
From
Fengate Asset Management
Via
GlobeNewswire
Luke Henderson Appointed Managing Director, Investor Relations and Capital Formation at Fengate Asset Management
May 22, 2024
From
Fengate Asset Management
Via
GlobeNewswire
Fengate achieves completion milestone on Prairie Switch Wind to bring clean, green energy to the Texas grid
May 16, 2024
From
Fengate Asset Management
Via
GlobeNewswire
Fengate adds six seniors housing facilities to its U.S. healthcare and seniors housing portfolio
May 02, 2024
From
Fengate Asset Management
Via
GlobeNewswire
Fengate Private Equity and Weathervane Investments Announce Acquisition of Saco Foods
January 22, 2024
From
Fengate Asset Management
Via
GlobeNewswire
Jennifer Pereira appointed Managing Director, Group Head of Fengate Private Equity
January 08, 2024
From
Fengate Asset Management
Via
GlobeNewswire
Fengate reaches financial close on 177-megawatt cogeneration facility near Chicago, expanding its energy transition portfolio
December 19, 2023
From
Fengate Asset Management
Via
GlobeNewswire
LAX’s Rent-A-Car facility recognized for sustainability excellence by U.S. Green Business Council–Los Angeles
December 12, 2023
From
Fengate Asset Management
Via
GlobeNewswire
Fengate-led consortium achieves major construction milestone on the Clackamas County Courthouse Replacement Project
December 11, 2023
From
Fengate Asset Management
Via
GlobeNewswire
Fengate expands its portfolio of U.S. wireless communications towers with new acquisition
December 04, 2023
From
Fengate Asset Management
Via
GlobeNewswire
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.