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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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Freight Technologies, Inc. - Ordinary Shares
(NQ:
FRGT
)
0.8899
+0.0103 (+1.17%)
Streaming Delayed Price
Updated: 4:00 PM EDT, Apr 24, 2026
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Press Releases about Freight Technologies, Inc. - Ordinary Shares
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Freight Technologies Formalizes Agentic AI Across the Organization to Scale Software-First Transformation
April 21, 2026
Fr8Tech’s AI Transformation Framework codifies the work behind the Company's productivity gains to accelerate the Fleet Rocket, Fr8App, and Zayren product roadmaps and its transition to a SaaS-based...
From
Freight App, Inc.
Via
GlobeNewswire
Freight Technologies Launches DODA Smart, an AI-Powered Customs Compliance Platform for Mexican Trade Operators
April 07, 2026
Automates critical DODA processes from document extraction to SAT synchronization for customs agencies, freight forwarders and cross-border carriers navigating Mexico's 2026 Customs Law Reform
From
Freight App, Inc.
Via
GlobeNewswire
Freight Technologies Announces Strategic Update on Transition to AI-Powered, Software-First Logistics Technology Company
April 02, 2026
Company explores strategic alternatives for online brokerage business, including potential sale, as it accelerates commercialization of proprietary SaaS and AI platform
From
Freight App, Inc.
Via
GlobeNewswire
Freight Technologies Releases Pro Forma Financial Statements for JAK Solar Acquisition
March 19, 2026
From
Freight App, Inc.
Via
GlobeNewswire
Freight Technologies Reports Robust Productivity Gains: AI-Native Solutions Enable 15x Domestic and 5x Cross-Border Efficiency Gains
February 24, 2026
Accelerates time to book; more than doubles internal productivity; advances Fleet Rocket sales
From
Freight App, Inc.
Via
GlobeNewswire
Freight Technologies Completes ISO 9001:2015 Annual Audit
February 20, 2026
Audit reaffirms the Company’s ongoing commitment to quality assurance and continuous improvement
From
Freight App, Inc.
Via
GlobeNewswire
Freight Technologies Announces Two-Year Fleet Rocket Agreement with Marksman
February 19, 2026
Highlights Continued Fleet Rocket Adoption and Value of Fr8Tech’s Integrated Solution Set
From
Freight App, Inc.
Via
GlobeNewswire
Freight Technologies Launches Zayren Pro with Next-Generation AI Agents
January 22, 2026
Expands AI-Powered Logistics Platform with Premium Commercial Tier and Carrier Network Portal
From
Freight App, Inc.
Via
GlobeNewswire
Freight Technologies Bolsters Fleet Rocket With 19 New Integrated GPS Providers
January 13, 2026
Increase brings the total number of GPS network providers to 73 via the Company’s real-time freight geolocation module, Fr8Radar
From
Freight App, Inc.
Via
GlobeNewswire
La Rosa Holdings Corp. Announces Appointment of Nicholas Adler as Chairman of the Board and Chairman of the Compensation Committee
December 30, 2025
From
La Rosa Holdings Corp.
Via
GlobeNewswire
Freight Technologies Announces Deal to Acquire JAK Solar
December 16, 2025
Broadens Asset Base | Enhances Financial Flexibility | Adds Recurring Cash Flows
From
Freight App, Inc.
Via
GlobeNewswire
Freight Technologies Announces Third Quarter 2025 Results
December 11, 2025
Profit margin improvement | Lower operating losses | Continued progress in SaaS and AI strategy
From
Freight App, Inc.
Via
GlobeNewswire
Freight Technologies Announces Strategic Partnership with Solvento to Integrate Financial Workflows
December 05, 2025
Fleet Rocket TMS is now integrated with Solvento’s financial solutions platform, enabling direct invoicing and full suite payment capabilities for logistics operators
From
Freight App, Inc.
Via
GlobeNewswire
Freight Technologies Announces Strategic Agreement to Advance Agentic AI Initiative
November 20, 2025
New Agreement Provides Developer Tools to Accelerate Fr8Tech’s Logistics-Focused AI Agents Roadmap
From
Freight App, Inc.
Via
GlobeNewswire
Freight Technologies Announces the Commercial Launch of Zayren - AI-Powered Freight Rate Prediction & Carrier Matching Platform
November 19, 2025
New AI-Powered Pricing Tool Delivers Real-Time Rate Predictions and Intelligent Carrier Matching for Shippers and Carriers in Mexico and the U.S.
From
Freight App, Inc.
Via
GlobeNewswire
TOMI Environmental (NASDAQ: TOMZ) – NASA Selects SteraMist® Technology for Mars Mission – More Stocks Inside
October 28, 2025
Via
AB Newswire
Freight Technologies Advances Fleet Rocket TMS with Expanded GPS Network
October 27, 2025
From
Freight App, Inc.
Via
GlobeNewswire
Freight Technologies Launches AI-Powered Automated Invoice Validation in Fleet Rocket TMS and Fr8app Platforms
October 17, 2025
New AI Automation Streamlines Freight Billing, Enhances Regulatory Compliance, and Reduces Manual Errors for Carriers and Shippers Across North America
From
Freight App, Inc.
Via
GlobeNewswire
Freight Technologies Fortifies Collaboration with Amazon Mexico through Direct System Integration
September 15, 2025
Fr8App to enhance operational efficiency by providing precise unit location and continual movement tracking data
From
Freight App, Inc.
Via
GlobeNewswire
Freight Technologies Secures Multi-Year SaaS Contract with Salzillo to License Fleet Rocket TMS
July 28, 2025
Fr8Tech’s Fleet Rocket Software to Streamline Cross-Border Trucking Operations for Industry Veteran Salzillo
From
Freight App, Inc.
Via
GlobeNewswire
Freight Technologies and Fetch.ai Expand Strategic AI Collaboration with ASI:One-Powered Voice Agents
July 16, 2025
New Autonomous Agents Developed Using Fetch.ai’s ASI:One Model Demonstrate Breakthrough Accuracy and Fluency in Logistics Data Collection
From
Freight App, Inc.
Via
GlobeNewswire
Freight Technologies Announces the Addition of Reckitt Benckiser de Mexico to its Expanding Client Portfolio
July 07, 2025
From
Freight App, Inc.
Via
GlobeNewswire
Freight Technologies Announces Two-Year Fleet Rocket Contract with Accel Logistica
June 30, 2025
From
Freight App, Inc.
Via
GlobeNewswire
Freight Technologies Exchanges Senior Convertible Notes for Series A4 Preferred Shares under the $20 Million Facility
May 27, 2025
Notes now convertible into series A4 preferred shares | $1.5 million of notes converted
From
Freight App, Inc.
Via
GlobeNewswire
Freight Technologies Announces First Quarter 2025 Results
May 20, 2025
Gross margin % improvement | Lower net loss | Fleet Rocket launch
From
Freight App, Inc.
Via
GlobeNewswire
Freight Technologies to Purchase Additional $1 Million of Official Trump Tokens
May 12, 2025
From
Freight App, Inc.
Via
GlobeNewswire
TechMediaBreaks – Freight Technologies Inc. (NASDAQ: FRGT) Continues to Drive Innovation on Heels of ‘Transformative Year’
May 05, 2025
Via
Investor Brand Network
Topics
Artificial Intelligence
Economy
TechMediaBreaks – Freight Technologies Inc. (NASDAQ: FRGT) Moves to Advance Digital Asset Strategy
May 05, 2025
Via
Investor Brand Network
Topics
Artificial Intelligence
Economy
Government
TechMediaBreaks – Freight Technologies (Nasdaq: FRGT) Secures $20 Million Facility to Acquire Trump Tokens as Part of Digital Asset Strategy
May 02, 2025
Via
Investor Brand Network
Topics
Artificial Intelligence
Economy
Government
TechMediaBreaks – Freight Technologies (Nasdaq: FRGT) Secures $20 Million Facility to Acquire Trump Tokens as Part of Digital Asset Strategy
May 01, 2025
Via
Investor Brand Network
Topics
Artificial Intelligence
Economy
Government
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