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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
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Telus International [Cda] Inc
(TSX:
TIXT
)
6.070
UNCHANGED
Last Price
Updated: 4:00 PM EST, Nov 3, 2025
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TELUS Digital comments on recent trading in its shares
January 10, 2025
From
TELUS Digital
Via
Business Wire
TELUS Digital reports third quarter 2024 results, with performance on target to achieving its full-year outlook
November 08, 2024
From
TELUS Digital
Via
Business Wire
TELUS Digital will release third quarter 2024 results and host an investor call on November 8
October 17, 2024
From
TELUS Digital
Via
Business Wire
TELUS Digital Earns Leader Ranking from NelsonHall in CX Services for High Tech and Automotive Sectors
October 23, 2024
From
TELUS Digital
Via
Business Wire
America Speaks: 81% of Consumers Use Voice Tech Daily or Weekly—Is Your Brand Listening?
October 08, 2024
From
TELUS Digital
Via
Business Wire
TELUS Digital Officially Launches Global Rebrand
September 18, 2024
From
TELUS Digital
Via
Business Wire
Everest Group Selects TELUS Digital as a Leader for the Sixth Consecutive Year in Its PEAK Matrix® for CXM Services
September 10, 2024
From
TELUS International
Via
Business Wire
GenAI-Powered Asynchronous Messaging, Available 24 x 7, Caters to Modern Customer Expectations While Reducing Operational Costs
August 15, 2024
From
TELUS International
Via
Business Wire
TELUS Digital reports second quarter 2024 results, delivering consistently strong cash flows despite prolonged macroeconomic pressures; revises the full-year outlook and announces executive leadership appointments
August 02, 2024
From
TELUS International
Via
Business Wire
TELUS Digital Experience Launches Fuel EX, an Enterprise-Safe Generative AI Solution for Employee Productivity and Knowledge Search
July 31, 2024
From
TELUS International
Via
Business Wire
TELUS International (rebranding to TELUS Digital Experience) will release second quarter 2024 results and host an investor call on August 2
July 17, 2024
From
TELUS International
Via
Business Wire
TELUS International (rebranding to TELUS Digital Experience) Announces Leadership Appointments, Driving Continued Momentum for its Enterprise-Grade Generative AI Engine, Fuel iX
July 16, 2024
From
TELUS International
Via
Business Wire
Beyond One-Size-Fits-All: Exclusive Research Reveals how to Capitalize on Differences in Credit Card Customer Loyalty Preferences Across Diverse Global Markets
July 09, 2024
From
TELUS International
Via
Business Wire
TELUS International Becomes TELUS Digital Experience
June 13, 2024
From
TELUS International
Via
Business Wire
TELUS International Partners with eGain to Elevate its Contact Center as a Service (CCaaS) Offering with Modern Knowledge Management and AI Functionalities
May 22, 2024
From
TELUS International
Via
Business Wire
TELUS International reports first quarter 2024 results, delivering robust profitability and cash flow; reiterates full-year outlook
May 09, 2024
From
TELUS International
Via
Business Wire
Everest Group Survey: Majority of Businesses Consider Outsourcing Generative AI Development Amid Concerns Over Data Security, Privacy and Regulatory Compliance
May 02, 2024
From
TELUS International
Via
Business Wire
TELUS International Launches Fine-Tune Studio to Deliver High-Quality Datasets that Improve the Performance, Adaptability and Safety of Generative AI Models
April 22, 2024
From
TELUS International
Via
Business Wire
TELUS International will release first quarter 2024 results and host an investor call on May 9
April 19, 2024
From
TELUS International
Via
Business Wire
TELUS International Survey For National Customer Appreciation Day Reveals Consumer Sentiment About the State of Customer Experience
April 18, 2024
From
TELUS International
Via
Business Wire
TELUS International and Appian Expand Strategic Partnership to Help Companies Simplify Complex Business Processes Through an Innovative, Low-Code Automation Platform
April 16, 2024
From
TELUS International
Via
Business Wire
TELUS International Announces Fuel iX Beta Program, an Enterprise-Grade AI Engine For Bringing Generative AI to Production
April 02, 2024
From
TELUS International
Via
Business Wire
TELUS International Named a Leader in Everest Group’s Inaugural PEAK Matrix® Assessment for Data Annotation and Labeling Services for AI / ML
March 15, 2024
From
TELUS International
Via
Business Wire
TELUS International and Local Measure Announce Partnership to Elevate GenAI-Fueled CX with Engage Platform Integration
March 04, 2024
From
TELUS International
Via
Business Wire
TELUS International reports fourth quarter and full-year 2023 results, delivering solid revenue growth, with resilient profitability and cash flow; provides outlook for 2024
February 09, 2024
From
TELUS International
Via
Business Wire
GenAI Jumpstart Accelerator Offers Significant Benefits for Businesses in Highly-Regulated Industries
February 05, 2024
From
TELUS International
Via
Business Wire
TELUS International and Morpheus Data Announce Partnership to Deliver Simplified and Agile Hybrid Cloud Platform Operations
January 31, 2024
From
TELUS International
Via
Business Wire
Survey Reveals 55% of CXM Leaders Plan to Invest $1 Million or more in GenAI in Next 12-18 Months
January 23, 2024
From
TELUS International
Via
Business Wire
TELUS International will release fourth quarter 2023 results and host an investor call on February 9
January 18, 2024
From
TELUS International
Via
Business Wire
TELUS International Launches Experts Engine to Provide Highly Accurate, Predictably Faster and Cost-optimized Training Data for Generative AI Models
December 13, 2023
From
TELUS International
Via
Business Wire
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