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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
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Claritev Corporation Class A Common Stock
(NY:
CTEV
)
28.94
-2.27 (-7.27%)
Official Closing Price
Updated: 7:00 PM EST, Jan 9, 2026
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Press Releases about Claritev Corporation Class A Common Stock
Claritev Corporation to Present at J.P. Morgan Healthcare Conference
January 06, 2026
From
Claritev Corporation
Via
Business Wire
Claritev Corporation Announces Participation at Upcoming Conferences
November 24, 2025
From
Claritev Corporation
Via
Business Wire
Claritev Corporation Announces Pricing of Offering of Class A Common Stock by Selling Stockholders
November 12, 2025
From
Claritev Corporation
Via
Business Wire
Claritev Corporation Announces Public Offering of Class A Common Stock by Selling Stockholders
November 12, 2025
From
Claritev Corporation
Via
Business Wire
Claritev Corporation Reports Third Quarter 2025 Results
November 07, 2025
From
Claritev Corporation
Via
Business Wire
Claritev Invests in Klaim, Inc. to Accelerate Provider Payment Solutions Across the U.S. and MENA Region
October 27, 2025
From
Claritev Corporation
Via
Business Wire
Claritev Corporation Announces Third Quarter 2025 Earnings Conference Call
October 16, 2025
From
Claritev Corporation
Via
Business Wire
Claritev and iO Health Forge Strategic Relationship to Bring AI-Powered Revenue Cycle Management Optimization to the MENA Region
October 08, 2025
From
Claritev Corporation
Via
Business Wire
Claritev Expands Golf Sponsorships, Re-Signs Neal Shipley and Adds Bud Cauley, Ryan Fox and Darren Clarke
September 17, 2025
From
Claritev Corporation
Via
Business Wire
Claritev Earns 2025 Great Place To Work® Certification™ and Makes Fortune’s Best Workplaces in Health Care™ List Again
September 11, 2025
From
Claritev Corporation
Via
Business Wire
Claritev Corporation Announces Participation at Upcoming Conferences
August 27, 2025
From
Claritev Corporation
Via
Business Wire
Claritev Corporation Reports Second Quarter 2025 Results
August 06, 2025
From
Claritev Corporation
Via
Business Wire
Claritev Joins athenahealth’s Marketplace Program to Empower Providers with Price Intelligence for Stronger Financial Outcomes
July 17, 2025
From
Claritev Corporation
Via
Business Wire
Claritev Releases 2024 Corporate Responsibility Report
July 16, 2025
From
Claritev Corporation
Via
Business Wire
Claritev Corporation Announces Second Quarter 2025 Earnings Conference Call
July 10, 2025
From
Claritev Corporation
Via
Business Wire
Claritev’s PHCS Network Receives Twelfth Consecutive NCQA Accreditation in Credentialing
July 08, 2025
From
Claritev Corporation
Via
Business Wire
Claritev Joins Coalition for Health AI to Advance Responsible Innovation in Healthcare Technology
June 17, 2025
From
Claritev Corporation
Via
Business Wire
Claritev Appoints Mohamed Ramzy as SVP and General Manager, International to Lead Geographic Expansion; Signs with Halian to Support Regional Operations
May 28, 2025
From
Claritev Corporation
Via
Business Wire
Claritev and Burjeel Holdings Finalize Strategic Collaboration, Marks Claritev’s Expansion into the Middle East
May 22, 2025
From
Claritev Corporation
Via
Business Wire
Claritev Corporation Reports First Quarter 2025 Results
May 08, 2025
From
Claritev Corporation
Via
Business Wire
Claritev and Lantern Form Strategic Partnership to Enhance Surgical Cost Transparency and Positively Impact Care Quality and Cost Savings
May 07, 2025
From
Claritev Corporation
Via
Business Wire
Great Speech’s Virtual Speech Therapy Services Now Available to Health Plan Members accessing Claritev’s National PPO Networks
May 06, 2025
From
Great Speech Inc.
Via
GlobeNewswire
Claritev Appoints Jason Kap to its Board of Directors
May 01, 2025
From
Claritev Corporation
Via
Business Wire
Claritev and Burjeel Holdings Partner to Advance Revenue Integrity Solutions in the MENA Region
April 25, 2025
From
Claritev Corporation
Via
Business Wire
Claritev Further Strengthens Leadership Team as Part of Business Transformation Strategy
April 17, 2025
From
Claritev Corporation
Via
Business Wire
Claritev’s Ceres® Named “Data Solution of the Year for Insurance” in 2025 Data Breakthrough Awards Program
April 14, 2025
From
Claritev Corporation
Via
Business Wire
Claritev Corporation Announces First Quarter 2025 Earnings Conference Call
April 10, 2025
From
Claritev Corporation
Via
Business Wire
Claritev Announces Sponsorship Agreement with Professional Golfer Neal Shipley
April 09, 2025
From
Claritev Corporation
Via
Business Wire
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