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home
about us
Investment Approach
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Firm ADV PDFs
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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
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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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)
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Event Schedule
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Featured Event
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Investing During Uncertain Times
Read FULL Seminar Here
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Articles published by OneRail
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August 15, 2023
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From
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Business Wire
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May 11, 2023
From
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Via
Business Wire
OneRail Launches OneRail Driver, an Application to Streamline and Scale Delivery Operations
May 08, 2023
From
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Via
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OneRail Recognized in 2022 Gartner® Market Guide for Last Mile Delivery Technology Solutions
May 03, 2023
From
OneRail
Via
Business Wire
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From
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Via
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OneRail Named to 2023 Forbes List of America's Best Startup Employers
March 16, 2023
From
OneRail
Via
Business Wire
2023 Florida Supply Chain Summit Welcomes Bill Catania, Founder and CEO of OneRail, to Speak at Annual Supply Chain Summit in May
March 08, 2023
From
OneRail
Via
Business Wire
OneRail Leverages Trimble Technology to Enhance Last Mile Logistics
February 01, 2023
From
OneRail
Via
Business Wire
OneRail Adds Freight Tech Heavy-Hitter Shawna Baker to Its High-Performing Executive Leadership Team
January 12, 2023
From
OneRail
Via
Business Wire
OneRail Strengthens Leadership Team with Addition of Ron Richardson as Chief Revenue Officer
December 06, 2022
From
OneRail
Via
Business Wire
Arsenal Growth Equity Co-Leads $33 Million Series B Funding for Orlando-Based OneRail
December 01, 2022
From
OneRail
Via
Business Wire
OneRail Raises $33 Million in Series B Funding to Transform B2B Supply Chains
November 30, 2022
From
OneRail
Via
Business Wire
OneRail’s Female Leadership Recognized for Supply & Demand Chain Executive’s 2022 Women in Supply Chain Award
September 19, 2022
From
OneRail
Via
Business Wire
OneRail Ranks in Top 50 on the 2022 Inc. 5000 Annual List
August 18, 2022
From
OneRail
Via
Business Wire
OneRail listed as a Sample Vendor in Gartner® Hype Cycle™ for Supply Chain Execution Technologies, 2022
July 21, 2022
From
OneRail
Via
Business Wire
Premier Pet Supply Increases Home Delivery Capabilities with OneRail’s Last Mile Fulfillment Solution
April 13, 2022
From
OneRail
Via
Business Wire
OneRail CEO & Founder Bill Catania Named to 2022 Supply & Demand Chain Executive Pros to Know
March 31, 2022
From
OneRail
Via
Business Wire
OneRail recognized in 2021 Gartner ® Market Guide for Vehicle Routing and Scheduling and Last-Mile Technologies
February 22, 2022
From
OneRail
Via
Business Wire
OneRail Recognized in Retail CIO Radar 2022
January 25, 2022
From
OneRail
Via
Business Wire
PetPeople Taps OneRail to Expand Its Home Delivery Capabilities for Customers in All 75 U.S. Stores
December 14, 2021
From
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Business Wire
OneRail Debuts on the FreightTech 100, Awarded to the Freight Industry’s Most Innovative and Disruptive Companies
October 19, 2021
From
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Business Wire
How Leading Retailers Tackle the Parcel Problem in Last Mile Delivery
October 11, 2021
From
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Business Wire
OneRail Named 2021 SCLA Pitch Tank Contest Winner
September 17, 2021
From
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Via
Business Wire
OneRail Raises $9M Series A Round Led by Ironspring Ventures to Leverage Record 10x YoY Revenue Growth in Final Mile Delivery Fulfillment
August 31, 2021
From
OneRail
Via
Business Wire
OneRail CEO Bill Catania to Chair Home Delivery World’s Parcel Track, September 1-2, 2021
August 26, 2021
From
OneRail
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Delivery Operating System OneRail Launches New Website and Branding
August 03, 2021
From
OneRail
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