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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
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Articles published by Whittier Trust
Whittier Trust Welcomes Maria Marquez as Senior Vice President
July 27, 2022
From
Whittier Trust
Via
AccessWire
Whittier Trust Welcomes Charles Horn as Vice President, Client Advisor/Tax
June 16, 2022
From
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Whittier Trust Welcomes Justin Madrid as Vice President, Client Advisor
April 21, 2022
From
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Via
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Whittier Trust Promotes Robert LeBeau to Senior Vice President, Client Advisor
April 07, 2022
From
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Via
AccessWire
Whittier Trust Welcomes Devin Wikke as Vice President, Client Advisor
March 29, 2022
From
Whittier Trust
Via
AccessWire
Whittier Trust Opens New Office in West Los Angeles
March 16, 2022
From
Whittier Trust
Via
AccessWire
Whittier Trust Hires David Ronco as Senior Vice President, Senior Portfolio Manager
March 03, 2022
From
Whittier Trust
Via
AccessWire
Whittier Trust Hires Channing Grigsby as Vice President, Philanthropic Services
February 24, 2022
From
Whittier Trust
Via
AccessWire
Whittier Trust Announces Retirement of Julie Nesbitt, Promotion of Pegine Grayson
February 21, 2022
From
Whittier Trust
Via
AccessWire
Topics
Retirement
Whittier Trust Promotes Jay Karpen, Haley Dahl, and Riley Sakioka to Vice President
February 07, 2022
From
Whittier Trust
Via
AccessWire
Whittier Trust Promotes Charles Adams III to Executive Vice President, Real Estate
January 26, 2022
From
Whittier Trust
Via
AccessWire
Whittier Trust Promotes Caleb Silsby to Executive Vice President, Chief Portfolio Manager
January 25, 2022
From
Whittier Trust
Via
AccessWire
Two Whittier Trust Employees Named To 2021 Orange County 500 List
December 14, 2021
From
Whittier Trust
Via
AccessWire
Topics
Religion
Whittier Trust Welcomes New Vice President and Client Advisor to Its Newport Beach Office
November 10, 2021
From
Whittier Trust
Via
AccessWire
South Pasadena-Based Whittier Trust Named Top Five Best Multi-Family Office
September 24, 2021
From
Whittier Trust
Via
AccessWire
Nevada-Based Whittier Trust Named Top Five Best Multi-Family Office
September 24, 2021
From
Whittier Trust
Via
AccessWire
San Francisco-Based Whittier Trust Named Top Five Best Multi-Family Office
September 24, 2021
From
Whittier Trust
Via
AccessWire
Northwest-Based Whittier Trust Named Top Five Best Multi-Family Office
September 24, 2021
From
Whittier Trust
Via
AccessWire
Whittier Trust Names New Vice President and Portfolio Manager to Whittier Trust Company in Newport Beach
July 26, 2021
From
Whittier Trust
Via
AccessWire
Whittier Trust Names New Vice President and Portfolio Manager to Whittier Trust Company in Newport Beach
July 21, 2021
From
Whittier Trust
Via
AccessWire
Whittier Trust Welcomes New Senior Vice President and Client Advisor to Whittier Trust of San Francisco
June 30, 2021
From
Whittier Trust
Via
AccessWire
Whittier Trust Welcomes New Vice President and Client Advisor to Whittier Trust Company of Nevada
June 21, 2021
From
Whittier Trust
Via
AccessWire
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