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home
about us
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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
member log-in
contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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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
Total Asset Fund (TAF)
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Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
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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
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Articles published by Innovator Capital Management
Innovator ETFs Trust Announces Revised Net Asset Value Information for Innovator Index Autocallable Income Strategy ETF (NYSE Arca: ACII) and Innovator Equity Autocallable Income Strategy ETF (NYSE Arca: ACEI)
October 13, 2025
From
Innovator Capital Management
Via
GlobeNewswire
Innovator ETFs Trust Announces Revised Net Asset Value Information for Innovator Index Autocallable Income Strategy ETF (NYSE Arca: ACII)
October 03, 2025
From
Innovator Capital Management
Via
GlobeNewswire
Innovator Expands Upon the Industry’s First Dual Directional ETFs
October 01, 2025
From
Innovator Capital Management
Via
GlobeNewswire
Innovator ETFs® Announces Listing of Two Autocallable Income ETFs
September 25, 2025
From
Innovator Capital Management
Via
GlobeNewswire
Net Asset Value Restatement for Innovator U.S. Small Cap Power Buffer ETF™ – September (Cboe BZX: KSEP) Innovator International Developed Power Buffer ETF™ – September (NYSE Arca: ISEP) Innovator U.S. Equity Buffer ETF™ – September (Cboe BZX: BSEP)
September 03, 2025
From
Innovator Capital Management
Via
GlobeNewswire
Tickers
BSEP
KSEP
Innovator Expands Dual Directional ETF Lineup Following Market Demand
September 02, 2025
From
Innovator Capital Management
Via
GlobeNewswire
Innovator ETFs® Announces Closure of ETFs
August 27, 2025
From
Innovator Capital Management
Via
GlobeNewswire
Net Asset Value Restatement for Innovator International Developed Power Buffer ETF™- August (NYSE Arca: IAUG)
August 01, 2025
From
Innovator Capital Management
Via
GlobeNewswire
Innovator Launches Industry’s First Dual Directional Buffer ETFs™
July 01, 2025
From
Innovator Capital Management
Via
GlobeNewswire
Innovator ETFs® Announces Closure of ETFs
May 29, 2025
From
Innovator Capital Management
Via
GlobeNewswire
Innovator Launches Equity Managed 100 Buffer ETF™ (Ticker: BFRZ) – A New Approach to 100% Downside Protection*
May 13, 2025
From
Innovator Capital Management
Via
GlobeNewswire
Innovator Extending the Industry’s Largest Suite of Buffer ETFs™ with New 100% Downside Protection ETF® Launch (ZMAY)*
May 01, 2025
From
Innovator Capital Management
Via
GlobeNewswire
Net Asset Value Restatement for Innovator Uncapped Bitcoin 20 Floor ETF® - Quarterly Series (Cboe BZX: QBF)
April 01, 2025
From
Innovator Capital Management
Via
GlobeNewswire
Tickers
QBF
Bruce Bond, Innovator ETFs® CEO and Industry Trailblazer, Nominated for etf.com Lifetime Achievement Award
April 01, 2025
From
Innovator Capital Management
Via
GlobeNewswire
Innovator ETFs® Launches the Innovator Equity Premium Income - Daily PutWrite ETF (SPUT)
March 14, 2025
From
Innovator Capital Management
Via
GlobeNewswire
Innovator ETFs® Announces Closure of ETFs
February 28, 2025
From
Innovator Capital Management
Via
GlobeNewswire
Innovator Launches QBF, a Bitcoin ETF Providing a 20% Floor* Against Losses with No Cap on the Upside
February 06, 2025
From
Innovator Capital Management
Via
GlobeNewswire
Innovator ETFs Trust Announces Revised Net Asset Value Information for Innovator International Developed Power Buffer ETF™ (NYSE: IDEC)
December 16, 2024
From
Innovator Capital Management
Via
GlobeNewswire
Tickers
IDEC
Innovator ETFs® Announces Closure of ETFs
December 02, 2024
From
Innovator Capital Management
Via
GlobeNewswire
Tickers
HJAN
JAND
JANQ
XDJA
Innovator Builds Upon the Largest Suite of Buffer ETFs™ with Three 100% Downside Protection Launches*
October 01, 2024
From
Innovator Capital Management
Via
GlobeNewswire
Tickers
AOCT
APOC
ZOCT
Innovator Launches U.S. Small Cap Managed Floor ETF® (RFLR) in Expansion of Equity Managed Floor ETF® Suite
September 17, 2024
From
Innovator Capital Management
Via
GlobeNewswire
Innovator ETFs Announces Closure of Hedged TSLA Strategy ETF
September 06, 2024
From
Innovator Capital Management
Via
GlobeNewswire
Innovator Further Expands Its Suite of 100% Downside Protection ETFs, the Largest in the Industry
September 03, 2024
From
Innovator Capital Management
Via
GlobeNewswire
Innovator Debuts the Market’s First Hedged Equity ETF on the Nasdaq-100 Index
August 20, 2024
From
Innovator Capital Management
Via
GlobeNewswire
Innovator Expands Industry-Leading Lineup with Four New Buffer ETFs™
August 01, 2024
From
Innovator Capital Management
Via
GlobeNewswire
Innovator Targets Record-Level Cash Allocations with New ETFs Delivering Defined Growth Potential and 100% Downside Protection
July 01, 2024
From
Innovator Capital Management
Via
GlobeNewswire
Innovator Announces Cap Ranges on Three New 100% Buffer ETFs™ with 6-Month, 1-Year, or 2-Year Outcome Periods
June 17, 2024
From
Innovator Capital Management
Via
GlobeNewswire
Innovator ETFs Trust Announces Revised Net Asset Value Information for Innovator Nasdaq-100 Managed Floor ETF® (NYSE: QFLR)
April 02, 2024
From
Innovator Capital Management
Via
GlobeNewswire
Innovator Expands Defined Protection 100% Buffer ETF™ Suite with AAPR Following Market Demand
April 01, 2024
From
Innovator Capital Management
Via
GlobeNewswire
Innovator Launches Nasdaq-100 Managed Floor ETF (QFLR) in Expansion of Equity Managed Floor ETF Suite
January 25, 2024
From
Innovator Capital Management
Via
GlobeNewswire
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