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home
about us
Investment Approach
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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
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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Joint Stock Company Kaspi.kz - American Depository Shares
(NQ:
KSPI
)
100.00
-7.21 (-6.73%)
Streaming Delayed Price
Updated: 4:00 PM EDT, Sep 9, 2026
Add to My Watchlist
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Press Releases about Joint Stock Company Kaspi.kz - American Depository Shares
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Notice of Extraordinary General Meeting of Shareholders of Kaspi.kz
August 10, 2026
From
JSC Kaspi.kz
Via
GlobeNewswire
Kaspi.kz 2Q & 1H 2026 Financial Results
August 10, 2026
From
JSC Kaspi.kz
Via
GlobeNewswire
Kaspi.kz Completes Acquisition of Rabobank A.Ş. in Türkiye
July 15, 2026
From
JSC Kaspi.kz
Via
GlobeNewswire
Watch the Kaspi Event: Mikheil Lomtadze Unveils Kasper
July 14, 2026
Kaspi.kz presents its vision to bring a personal AI assistant to every customer
From
JSC Kaspi.kz
Via
GlobeNewswire
Kaspi.kz to Announce 2nd Quarter & 1st Half 2026 Financial Results on 10th August
July 14, 2026
From
JSC Kaspi.kz
Via
GlobeNewswire
Kaspi.kz receives regulatory approval to acquire Rabobank A.Ş. in Türkiye
June 24, 2026
From
JSC Kaspi.kz
Via
GlobeNewswire
Announcement of EGM Results
June 12, 2026
From
JSC Kaspi.kz
Via
GlobeNewswire
Notice of Extraordinary General Meeting of Shareholders of Kaspi.kz
May 12, 2026
From
JSC Kaspi.kz
Via
GlobeNewswire
Kaspi.kz 1Q 2026 Financial Results
May 11, 2026
From
JSC Kaspi.kz
Via
GlobeNewswire
Kaspi.kz Successfully Issues $600 million of 5.900% Senior Unsecured Notes due 2031
April 24, 2026
From
JSC Kaspi.kz
Via
GlobeNewswire
Tencent Invests in Kaspi.kz Alongside Co-Founder & CEO Mikheil Lomtadze and Long-Term U.S. Institutional Investors
April 20, 2026
From
JSC Kaspi.kz
Via
GlobeNewswire
Announcement of AGM Results
April 16, 2026
From
JSC Kaspi.kz
Via
GlobeNewswire
Kaspi.kz to Announce 1st Quarter 2026 Financial Results on 11th May
April 13, 2026
From
JSC Kaspi.kz
Via
GlobeNewswire
Kaspi.kz Files Annual Report on Form 20-F
March 16, 2026
From
JSC Kaspi.kz
Via
GlobeNewswire
Notice of Annual General Meeting of Shareholders of Kaspi.kz
March 04, 2026
From
JSC Kaspi.kz
Via
GlobeNewswire
Kaspi.kz 4Q & FY 2025 Financial Results
March 02, 2026
From
JSC Kaspi.kz
Via
GlobeNewswire
Kaspi.kz to Announce 4th Quarter & Full-Year 2025 Financial Results on 2nd March
February 05, 2026
From
JSC Kaspi.kz
Via
GlobeNewswire
Kaspi.kz 3Q & 9M 2025 Financial Results
November 10, 2025
From
JSC Kaspi.kz
Via
GlobeNewswire
Kaspi.kz to Announce 3rd Quarter & 9 months 2025 Financial Results on 10th November
October 08, 2025
From
JSC Kaspi.kz
Via
GlobeNewswire
Kaspi.kz 2Q & 1H 2025 Financial Results
August 04, 2025
From
JSC Kaspi.kz
Via
GlobeNewswire
Kaspi.kz to Announce 2nd Quarter & 1st Half 2025 Financial Results on 4th August
July 09, 2025
From
JSC Kaspi.kz
Via
GlobeNewswire
Kaspi.kz 1Q 2025 Financial Results
May 12, 2025
From
JSC Kaspi.kz
Via
GlobeNewswire
Kaspi.kz to Announce 1st Quarter 2025 Financial Results on 12th May
April 15, 2025
From
JSC Kaspi.kz
Via
GlobeNewswire
Kaspi.kz: Announcement of AGM Results
March 31, 2025
From
JSC Kaspi.kz
Via
GlobeNewswire
Kaspi.kz to acquire Rabobank Group’s Turkish subsidiary Rabobank A.Ş.
March 27, 2025
From
JSC Kaspi.kz
Via
GlobeNewswire
Joint Stock Company Kaspi.kz issues USD denominated Eurobond
March 21, 2025
From
JSC Kaspi.kz
Via
GlobeNewswire
Kaspi.kz Files Annual Report on Form 20-F
March 10, 2025
From
JSC Kaspi.kz
Via
GlobeNewswire
Kaspi.kz receives investment grade rating from Moody’s
March 04, 2025
From
JSC Kaspi.kz
Via
GlobeNewswire
Notice of Annual General Meeting of Shareholders of Kaspi.kz
February 24, 2025
From
JSC Kaspi.kz
Via
GlobeNewswire
Kaspi.kz 4Q and FY 2024 Financial Results
February 24, 2025
From
JSC Kaspi.kz
Via
GlobeNewswire
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