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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
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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
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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
RSVP-Signup Form
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Colliers International Group Inc. - Subordinate Voting Shares
(TSX:
CIGI
)
205.24
UNCHANGED
Streaming Delayed Price
Updated: 4:00 PM EST, Jan 15, 2026
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Colliers announces acquisition of Triovest
April 15, 2025
Solidifies Colliers’ position as Canada's largest commercial real estate services provider
From
Colliers International Group Inc
Via
GlobeNewswire
Colliers Announces Voting Results
April 01, 2025
From
Colliers International Group Inc
Via
GlobeNewswire
Colliers announces upcoming annual meeting and Q1 reporting dates
March 10, 2025
From
Colliers International Group Inc
Via
GlobeNewswire
Colliers ranked among top three commercial real estate brands for eighth consecutive year
February 26, 2025
Reflects strength of global platform, commitment to excellence and visionary leadership
From
Colliers International Group Inc
Via
GlobeNewswire
Colliers makes 19th consecutive appearance on IAOP’s Global Outsourcing 100
February 20, 2025
From
Colliers International Group Inc
Via
GlobeNewswire
Colliers to partner with leading Australian planning and advisory firm
February 17, 2025
Addition strengthens existing urban design and strategic advisory capabilities
From
Colliers International Group Inc
Via
GlobeNewswire
Colliers Reports Fourth Quarter Results
February 06, 2025
From
Colliers International Group Inc
Via
GlobeNewswire
Colliers to announce fourth quarter and full year results on February 6, 2025
January 17, 2025
From
Colliers International Group Inc
Via
GlobeNewswire
Colliers announces appointment of John Sullivan to Board of Directors
December 03, 2024
From
Colliers International Group Inc
Via
GlobeNewswire
Colliers declares semi-annual dividend
December 03, 2024
From
Colliers International Group Inc
Via
GlobeNewswire
Colliers partners with leading architecture firm
December 02, 2024
Expands national footprint and enhances architectural and strategic planning capabilities
From
Colliers International Group Inc
Via
GlobeNewswire
Colliers expands credit facility to US$2.25 billion
November 29, 2024
Extends term, enhances flexibility to continue funding global growth
From
Colliers International Group Inc
Via
GlobeNewswire
Colliers named World’s Best Real Estate Advisor by Euromoney
November 21, 2024
Earns most awards globally with wins in 16 categories
From
Colliers International Group Inc
Via
GlobeNewswire
Colliers’ 2025 Global Investor Outlook reveals renewed investor optimism in commercial real estate as pricing stabilizes
November 19, 2024
From
Colliers International Group Inc
Via
GlobeNewswire
Colliers Reports Third Quarter Results
November 05, 2024
From
Colliers International Group Inc
Via
GlobeNewswire
Colliers named one of Forbes’ World’s Best Employers 2024
November 04, 2024
Second consecutive appearance highlights strong corporate culture
From
Colliers International Group Inc
Via
GlobeNewswire
Colliers adds leading Australian engineering firm
October 08, 2024
Acquisition expands infrastructure capabilities across Australia
From
Colliers International Group Inc
Via
GlobeNewswire
Colliers to announce third quarter results on November 5, 2024
October 07, 2024
From
Colliers International Group Inc
Via
GlobeNewswire
Colliers expands engineering offering in Canada
October 02, 2024
Acquisition enhances scale and capabilities in Ontario
From
Colliers International Group Inc
Via
GlobeNewswire
Colliers extends contract with Global Chairman & CEO
October 01, 2024
Largest shareholder to propel growth and maximize shareholder value through 2029
From
Colliers International Group Inc
Via
GlobeNewswire
Colliers to acquire leading Western Australian engineering firm
September 03, 2024
Acquisition expands geographic presence, scale and service capabilities
From
Colliers International Group Inc
Via
GlobeNewswire
Colliers Reports Solid Second Quarter Results
August 01, 2024
From
Colliers International Group Inc
Via
GlobeNewswire
Colliers Completes Acquisition of Englobe
July 30, 2024
From
Colliers International Group Inc
Via
GlobeNewswire
Colliers to announce second quarter results on August 1, 2024
July 11, 2024
From
Colliers International Group Inc
Via
GlobeNewswire
Colliers releases 2023 Global Sustainability Report
June 04, 2024
Report highlights progress on environment, inclusiveness and health & wellbeing commitments
From
Colliers International Group Inc
Via
GlobeNewswire
Colliers to Acquire Leading Canadian Engineering Firm Englobe
June 03, 2024
Colliers expands engineering capabilities into Canada
From
Colliers International Group Inc
Via
GlobeNewswire
Colliers declares semi-annual dividend
May 14, 2024
From
Colliers International Group Inc
Via
GlobeNewswire
Colliers Reports First Quarter Results
May 02, 2024
From
Colliers International Group Inc
Via
GlobeNewswire
Colliers adds market leader in Philadelphia
April 10, 2024
Acquisition strengthens Colliers’ key U.S. Northeast and Mid-Atlantic Regions
From
Colliers International Group Inc
Via
GlobeNewswire
Colliers Announces Voting Results
April 02, 2024
From
Colliers International Group Inc
Via
GlobeNewswire
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