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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 Fiduciary Trust International
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Erica B. Landeros Joins Fiduciary Trust International’s New York Office as Trust Counsel
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Fiduciary Trust International’s Board of Directors Elevates Senior Executives
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Fiduciary Trust International Welcomes Christina D’Elia as Trust Counsel in NYC Office
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August 03, 2023
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Emily Guadagnoli Named Head of Marketing for Fiduciary Trust International
July 25, 2023
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Fiduciary Trust International Welcomes Scott Small as Trust Counsel, Continuing Drive to Expand Service for Clients and Prospects in Pennsylvania
July 20, 2023
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Fiduciary Trust International Names Kimberly Rescorla as Director of Trust Administration
June 14, 2023
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Anne Fitzpatrick Donahue Joins Fiduciary Trust International as Head of New York Office; Paulina Mejia Begins New Role Serving Firm’s Largest Clients
May 23, 2023
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Leslie Gillin Bohner Appointed Chief Fiduciary Officer of Fiduciary Trust International
March 27, 2023
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Fiduciary Trust International Continues to Expand Presence in Atlanta
March 21, 2023
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Gene Todd Recognized by Wealth Solutions Report as Among the ‘Top Black Industry Leaders of 2023’
March 15, 2023
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Freda Lam Zietlow, CFA Recognized as One of Women We Admire’s ‘Top 50 Women Leaders of San Francisco’ for 2023
February 28, 2023
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Craig S. Richards Named Chief Administrative Officer of Fiduciary Trust International
February 08, 2023
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Crain’s New York Business Names Carin L. Pai, CFA Among "Notable Asian Leaders" for 2022
December 20, 2022
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William Y. Yun, CFA Rejoins Fiduciary Trust International as Senior Advisor, Focused on Driving Growth in South Florida
October 24, 2022
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Sam Fraenkel Joins Fiduciary Trust International as Coral Gables-Based Wealth Director
August 24, 2022
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Mindy Johnson, CPPT Joins Fiduciary Trust International as Managing Director & Relationship Manager for Custody Services
August 10, 2022
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Amy Ko Elevated to Fiduciary Trust International’s Regional Managing Director for Northern California
June 27, 2022
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Abby Axelrod-Wunderman CAP® Joins Fiduciary Trust International as Philanthropic Director for Family Office Services, Foundations & Endowments
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