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home
about us
Investment Approach
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Team Biographies
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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
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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
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Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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Back Dated Performance Reports
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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
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Back Dated Performance Reports
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EVENTS
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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 Gatik
Gatik Strengthens Leadership Team With Key Appointments, Setting the Stage for Rapid Growth Amidst Accelerating Commercial Demand
May 06, 2025
From
Gatik
Via
Business Wire
Gatik to Accelerate Mass Production of SAE Level 4 (L4) Production-Ready Autonomous Trucks, Built on NVIDIA In-Vehicle Compute
March 18, 2025
From
Gatik
Via
Business Wire
Gatik Welcomes Clint Kneip as Head of First Responder Engagement to Advance Safety and Compliance in Freight-Only Autonomous Vehicle Operations
September 19, 2024
From
Gatik
Via
Business Wire
Gatik Appoints Prominent AI Leader Aleksandr Petiushko to Lead New AI Research Division
September 12, 2024
From
Gatik
Via
Business Wire
Autonomous Trucking Leader Gatik Secures Strategic Investment from NIPPON EXPRESS HOLDINGS to Expand North American Middle-Mile Logistics
August 21, 2024
From
Gatik
Via
Business Wire
Gatik and ITOCHU Form Strategic Alliance to Transform the Future of B2B Short-Haul Logistics
June 10, 2024
From
Gatik
Via
Business Wire
Gatik Further Strengthens and Expands Its Management Team With Key Appointment As It Transitions to Next Phase Of Profitable Growth
April 23, 2024
From
Gatik
Via
Business Wire
Goodyear and Gatik Further Advance Safety of Autonomous Vehicles With Tire Intelligence Integration
January 09, 2024
From
Gatik
Via
Business Wire
Gatik and Kroger Celebrate Successful Autonomous Trucking Operations with City of Dallas and Texas State Partners
December 14, 2023
From
Gatik
Via
Business Wire
Gatik Named to Fast Company’s Annual List of the Next Big Things in Tech
November 28, 2023
From
Gatik
Via
Business Wire
Gatik’s Chief Technology Officer and Co-founder, Arjun Narang, Honored as a 2023 Automotive News Rising Star
September 11, 2023
From
Gatik
Via
Business Wire
Gatik Announces Collaboration with America’s Grocer to Future-Proof Supply Chain with Autonomous Box Trucks
March 15, 2023
From
Gatik
Via
Business Wire
Gatik Named to Fast Company’s 2023 List of the World’s Most Innovative Companies
March 02, 2023
From
Gatik
Via
Business Wire
Gatik named a TIME Best Invention of 2022 for World-First Fully Driverless Middle Mile Trucking Solution
November 10, 2022
From
Gatik
Via
Business Wire
Gatik Named to FreightWaves’ 2023 FreightTech 25 List
November 03, 2022
From
Gatik
Via
Business Wire
Goldman Sachs Recognizes Gatik CEO Gautam Narang Among the Most Exceptional Entrepreneurs of 2022
October 12, 2022
From
Gatik
Via
Business Wire
Gatik and Loblaw Make History with First Fully Driverless Deployment in Canada
October 05, 2022
From
Gatik
Via
Business Wire
Tickers
TSX:L
Loblaw Commissions Third-Party Safety Review Endorsing Gatik’s Autonomous Technology for Fully Driverless Operations
October 05, 2022
From
Gatik
Via
Business Wire
Gatik’s Co-founder and Chief Engineer, Apeksha Kumavat, Recognized on the Inc. 2022 Female Founders 100 List
September 27, 2022
From
Gatik
Via
Business Wire
Gatik and Pitney Bowes Partner to Deploy Autonomous Trucks for Ecommerce Shipments in Dallas Market
August 31, 2022
From
Gatik
Via
Business Wire
Tickers
PBI
Gatik and Cummins Integrate Gatik’s Autonomous Driving Technology with Cummins’ Advanced Powertrain in Next-Generation Autonomous Fleet
August 23, 2022
From
Gatik
Via
Business Wire
Gatik, Georgia-Pacific and KBX Announce Multi-Year Commercial Partnership to Disrupt Class 8 Short-Haul Market
June 07, 2022
From
Gatik
Via
Business Wire
Gatik to Expand Operations to Kansas Following Enactment of New Legislation Enabling Autonomous Vehicle Deployment
May 19, 2022
From
Gatik
Via
Business Wire
Gautam and Arjun Narang Discuss Commercialization of Gatik’s Fully Autonomous Operations at FreightWaves Industry Event
May 11, 2022
From
Gatik
Via
Business Wire
Fast Company Recognizes Gatik on 2022 World Changing Ideas List for its Global-First Fully Driverless Milestone
May 03, 2022
From
Gatik
Via
Business Wire
Gatik CTO and Co-founder Arjun Narang Recognized by Business Insider as a 2022 Self-Driving Industry Power Player
March 24, 2022
From
Gatik
Via
Business Wire
Gatik CEO Gautam Narang Named as 2021 Automotive News All-Star
November 29, 2021
From
Gatik
Via
Business Wire
Gatik and Walmart Achieve Fully Driverless Deliveries in a First for Autonomous Trucking Industry Worldwide
November 08, 2021
From
Gatik
Via
Business Wire
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