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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
Form CRS
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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
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)
MVS Program
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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
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EVENTS
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Event Schedule
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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 Redwood Logistics
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Redwood Logistics® Acquires EELCO: Fortifying North American Trade Connectivity
March 04, 2026
From
Redwood Logistics
Via
GlobeNewswire
Redwood Logistics® Recognized as a Visionary in the Inaugural 2025 Gartner® Magic Quadrant™ for Fourth-Party Logistics (4PL)
December 04, 2025
From
Redwood Logistics
Via
GlobeNewswire
Redwood Logistics Revs Up Lime Scooter’s Supply Chain for a Greener Tomorrow
October 07, 2025
From
Redwood Logistics
Via
GlobeNewswire
Trailblazing Women at Redwood Logistics Earn Top Industry Recognition
September 08, 2025
From
Redwood Logistics
Via
GlobeNewswire
Redwood’s Q3 2025 Cross‑Border Index: “Twin Triangles” are reshaping North American Freight
September 04, 2025
From
Redwood Logistics
Via
GlobeNewswire
Rebus and Redwood Expand Real-Time Intelligence Capabilities Through Deeper Warehouse Integration
August 11, 2025
From
Redwood Logistics
Via
GlobeNewswire
Redwood Logistics: Navigating Evolving ESG Regulations Presents Implementation Hurdles
July 10, 2025
From
Redwood Logistics
Via
GlobeNewswire
Redwood Logistics Triples Down in Mexico with Opening of Querétaro Office
July 08, 2025
From
Redwood Logistics
Via
GlobeNewswire
Redwood Logistics Showcases OTM, WMS & GTM Integrations at Oracle OTM SIG 2025
June 30, 2025
From
Redwood Logistics
Via
GlobeNewswire
Redwood’s Jordan Dewart and Sarah Eggleston Recognized as Pros to Know by Supply & Demand Chain Executive
June 03, 2025
From
Redwood Logistics
Via
GlobeNewswire
Policy Shifts and Tariffs Clouding Cross-Border Commerce Forecasts
May 15, 2025
From
Redwood Logistics
Via
GlobeNewswire
Redwood Logistics Names Thomas Deakins as Executive Vice President of Alliances
May 01, 2025
From
Redwood Logistics
Via
GlobeNewswire
Redwood to Highlight Logistics Digitalization at Gartner Supply Chain Symposium 2025
April 28, 2025
From
Redwood Logistics
Via
GlobeNewswire
Redwood Launches Inaugural Women in Logistics (WIL) Road Tour, Celebrating 8 Years of WIL Impact
March 19, 2025
From
Redwood Logistics
Via
GlobeNewswire
Redwood to Host Second Cross-Border Logistics Council Amid Trade Uncertainty
March 13, 2025
From
Redwood Logistics
Via
GlobeNewswire
Critical Concerns Around Cross-Border Trade Amid Tariff Changes
February 27, 2025
From
Redwood Logistics
Via
GlobeNewswire
Redwood Logistics Unveils New Book, Modern 4PL For Dummies, Redwood Logistics Special Edition, Offering a Comprehensive Guide to Fourth-Party Logistics
February 24, 2025
From
Redwood Logistics
Via
GlobeNewswire
Redwood Logistics Named in 2024 Gartner® Market Guide for Fourth-Party Logistics (4PL) for the Second Consecutive Year
December 10, 2024
From
Redwood Logistics
Via
GlobeNewswire
2024 Redwood Games Brings Charitable Contribution Total to $750,000 Over the Past 3 Years
December 05, 2024
From
Redwood Logistics
Via
GlobeNewswire
Redwood Turns Up the Heat: Powers Cost and Service Enhancements for Harbison-Walker International
November 19, 2024
From
Redwood Logistics
Via
GlobeNewswire
Redwood Logistics Launches Inaugural Holiday Parcel Shipping Guide for Peak Season 2024
November 11, 2024
From
Redwood Logistics
Via
GlobeNewswire
Redwood’s Fall 2024 Sustainability in Logistics Report: 97% of Companies Considering a Digital Solution to Deliver on Scope 3 Decarbonization goals
October 24, 2024
From
Redwood Logistics
Via
GlobeNewswire
Redwood Logistics Drives Breakthrough Success for TTX with Cutting-Edge Transportation Management Solutions
October 17, 2024
From
Redwood Logistics
Via
GlobeNewswire
Redwood Logistics and LK® Packaging Dish Out Supply Chain Efficiency, Achieving Six-Figure Savings
September 30, 2024
From
Redwood Logistics
Via
GlobeNewswire
Redwood Logistics Launches Logistics Health Assessment to Help Companies Uncover Roadmap to Logistics Transformation
September 23, 2024
From
Redwood Logistics
Via
GlobeNewswire
Redwood Logistics Celebrates Christy Ament and Sally Steel-Ginis as 2024 Women in Supply Chain Award Recipients
September 18, 2024
From
Redwood Logistics
Via
GlobeNewswire
Importers Continue Shift to Mexico Amid Political Changes and Altering Market Dynamics, States Redwood’s Cross-Border Index
August 14, 2024
From
Redwood Logistics
Via
GlobeNewswire
Betco Cleans Up Delivery Execution with Help from Redwood Logistics
August 01, 2024
From
Redwood Logistics
Via
GlobeNewswire
Redwood Logistics to Present at Oracle OTM SIG 2024 User Conference Alongside Customers Toro & ChemTreat
July 23, 2024
From
Redwood Logistics
Via
GlobeNewswire
Redwood Feeds Snak-King’s Appetite for Transportation Innovation Amid Supply Chain Disruption
June 27, 2024
From
Redwood Logistics
Via
GlobeNewswire
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