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 Finacity
Finacity Facilitates the Renewal of USD 550 Million Global Freight Receivables Securitization for Germany-Headquartered Hapag-Lloyd AG (FWB: HLAG)
December 09, 2025
From
Finacity
Via
GlobeNewswire
Finacity Facilitates Euro 12,5 Million Payables Finance Facility for Grupo Bel
November 13, 2025
From
Finacity
Via
GlobeNewswire
Finacity Facilitates US$20 million 5-year Term Securitization for Crediapoyo
November 03, 2025
From
Finacity
Via
GlobeNewswire
Finacity Successfully Facilitates a New US $125 million Accounts Receivable Funding Program and a Renewal and Upsize for an Existing Accounts Receivable Securitization Program to US $150 Million
October 23, 2025
From
Finacity
Via
GlobeNewswire
Finacity Facilitates $250 Million Capital One Receivables Securitization Facility for Kellermeyer Bergensons Services
September 30, 2025
From
Finacity
Via
GlobeNewswire
Finacity Facilitates $30 Million Receivables-Based Senior Secured Revolving Credit Facility for Hornblower Group Inc. with Synovus Bank
September 09, 2025
From
Finacity
Via
GlobeNewswire
Finacity Facilitates a 3-Year Renewal of USD 105 Million Receivables Securitization for Black Box Corporation
August 26, 2025
From
Finacity
Via
GlobeNewswire
Finacity Successfully Facilitates Three New Accounts Receivable Funding Programs with a Combined Total of US $340 million in Committed Capital
August 13, 2025
From
Finacity
Via
GlobeNewswire
Finacity Facilitates Revolving Receivables Finance Facility for Spark Global BT Limited
July 14, 2025
From
Finacity
Via
GlobeNewswire
Finacity Facilitates MXN 300 Million Loan Sale for Crediapoyo
June 11, 2025
From
Finacity
Via
GlobeNewswire
Finacity Facilitates MXN 350 million Securitization for Grupo Pochteca, S.A.B. de C.V.
June 10, 2025
From
Finacity
Via
GlobeNewswire
Finacity and Santander CIB Facilitate a 3-Year EUR 81.5 Million Receivables Securitization for The Vita Group
June 09, 2025
From
Finacity
Via
GlobeNewswire
Finacity Facilitates a US$ 30 Million Payables Finance Facility for ARZYZ Metals
March 17, 2025
From
Finacity
Via
GlobeNewswire
Finacity Announces Receipt of The CT District Export Council Award
January 06, 2025
From
Finacity
Via
GlobeNewswire
Finacity Facilitates MXN$ 280 Million Consumer Loan Sale for Crediapoyo
December 16, 2024
From
Finacity
Via
GlobeNewswire
Finacity Facilitates an up to USD 50 Million Lender Finance Programme for Volo Fin Pte Ltd
November 18, 2024
From
Finacity
Via
GlobeNewswire
Finacity Facilitates an Amendment and Increase for the Accounts Receivable Securitization Program to $45 Million for Hyperion Materials & Technologies Inc.
October 21, 2024
From
Finacity
Via
GlobeNewswire
Finacity Facilitates a EUR 50 Million Receivables Securitization Program for Metinvest Trametal and Ferriera Valsider in Italy
July 22, 2024
From
Finacity
Via
GlobeNewswire
Finacity Upsizes IFRS Off-Balance Sheet Receivables Securitization for Vitro to USD 225 million
June 06, 2024
From
Finacity
Via
GlobeNewswire
Finacity Facilitates a Receivables Securitization Program Upsize for Pyxus International, Inc. to USD 120 million
June 03, 2024
From
Finacity
Via
GlobeNewswire
Finacity Facilitates USD 150 Million Receivables Securitization for a Cargo Airline Company
April 29, 2024
From
Finacity
Via
GlobeNewswire
Finacity Facilitates the Upsize and Renewal of a $250 Million IFRS Off-Balance Sheet Securitization for Votorantim Cimentos North America
April 05, 2024
From
Finacity
Via
GlobeNewswire
Finacity Facilitates a USD 30 Million Receivables-Based Loan Program for Novaria Holdings LLC with Synovus Bank
March 19, 2024
From
Finacity
Via
GlobeNewswire
Finacity Reaches Record Milestone: $1 Trillion of Trade Receivables Financed Over the Past 5 Years
February 20, 2024
From
Finacity
Via
GlobeNewswire
Finacity Facilitates Increase and Expansion of Accounts Receivable Securitization Program to $1.5 Billion with a $1 Billion Accordion Feature for Bunge
January 03, 2024
From
Finacity
Via
GlobeNewswire
Tickers
BG
Finacity Facilitates MXN 1 Billion Securitization for Laboratorios Sanfer, S.A. de C.V.
December 15, 2023
From
Finacity
Via
GlobeNewswire
Finacity Facilitates the Upsize and Expansion of an Existing Receivables Securitization Program for Swissport International AG
October 02, 2023
From
Finacity
Via
GlobeNewswire
Finacity Facilitates USD 50 million Receivables Securitization for Kudelski S.A.
August 24, 2023
From
Finacity
Via
GlobeNewswire
Finacity Facilitates the Renewal and Investor Transition to MUFG of Cushman & Wakefield’s $200 Million Accounts Receivable Securitization Program
August 01, 2023
From
Finacity
Via
GlobeNewswire
Tickers
CWK
Finacity Hosts Trade Receivables Securitization Industry Roundtables at the United States Embassies and Consulates in London, Madrid, Lisbon, and Toronto
July 25, 2023
From
Finacity
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.