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home
about us
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Firm ADV PDFs
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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)
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Market Value Securities (MVS)
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
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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
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Client Information
Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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Event Schedule
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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
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Caldwell Partners International Inc
(OP:
CWLPF
)
0.7215
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Updated: 1:17 PM EST, Feb 4, 2026
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Caldwell Reports Record Results
November 17, 2022
Via
ACCESSWIRE
Caldwell Acquires The Counsel Network
October 03, 2022
Via
ACCESSWIRE
Caldwell Enhances Life Sciences and Healthcare Recruiting Capabilities with the Addition of Steven Price to Dallas Office
September 29, 2022
Via
ACCESSWIRE
IQTalent Announces Addition of Jenny Zhao to Lead Expansion of Product Offerings
September 19, 2022
Via
ACCESSWIRE
Caldwell Announces Promotion of Cait Houston to Principal
September 01, 2022
Via
ACCESSWIRE
Caldwell Reports Record Third Quarter
July 13, 2022
TORONTO, ON / ACCESSWIRE / July 13, 2022 / Talent acquisition firm The Caldwell Partners International Inc. (TSX:CWL; OTCQX:CWLPF) today issued its financial results for the fiscal 2022 third quarter...
From
Caldwell Partners International, Inc.
Via
AccessWire
IQTalent Named One of Middle Tennessee’s Top Workplaces
June 29, 2022
On-demand recruiting firm IQTalent was recognized by the Tennessean as a 2022 Top Workplace, earning a 2nd overall ranking among hundreds of companies.
From
IQTalent
Via
AccessWire
Caldwell Expands Partnership Capabilities With Addition Of Byron Marchant; Establishes New Offices
↗
May 17, 2022
Via
Benzinga
Caldwell Expands Partnership Capabilities with the Addition of Byron Marchant
May 17, 2022
Caldwell establishes offices in Washington, DC area and Annapolis, MD with addition of Marchant TORONTO, ON and WASHINGTON, DC / ACCESSWIRE / May 17, 2022 / Retained executive search firm Caldwell...
From
Caldwell Partners International, Inc.
Via
AccessWire
Topics
Economy
Caldwell Reports Record Second Quarter
April 14, 2022
- Second quarter revenue of $39.8 million, a 66% increase year over year - Second quarter operating profit of $5.0 million, a new quarterly record TORONTO, ON / ACCESSWIRE / April 14, 2022 / Talent...
From
Caldwell Partners International, Inc.
Via
AccessWire
Caldwell Announces International Alliance Partnership with Australia-Based Johnson Partners
March 07, 2022
TORONTO, ON / ACCESSWIRE / March 7, 2022 / Talent acquisition firm The Caldwell Partners International Inc. (TSX:CWL)(OTCQX:CWLPF) today announced an international alliance partnership with Johnson...
From
Caldwell Partners International, Inc.
Via
AccessWire
The Caldwell Partners International Announces Results of Vote for Election of Directors
February 22, 2022
TORONTO, ON / ACCESWIRE / February 22, 2022 / Talent acquisition firm The Caldwell Partners International Inc. (TSX:CWL; OTCQX:CWLPF) reported that at its Annual General and Special Meeting of...
From
Caldwell Partners International, Inc.
Via
AccessWire
Caldwell and Bennett Jones Announce the 2021 Recipient of Canada's Outstanding CEO of the Year
February 17, 2022
TORONTO, ON / ACCESSWIRE / February 17, 2022 / Caldwell Partners (TSX:CWL)(OTCQX:CWLPF) and Bennett Jones today announced Canada's Outstanding CEO of the Year® for 2021 is Intact Financial...
From
Caldwell Partners International, Inc.
Via
AccessWire
Caldwell Enhances Industrial Recruiting Capabilities with the Addition of Jenifer Anzalone
February 16, 2022
TORONTO, ON / ACCESSWIRE / February 16, 2022 / Retained executive search firm Caldwell (TSX:CWL)(OTCQX:CWLPF) today announced a major enhancement to its industrial sector recruiting capabilities with...
From
Caldwell Partners International, Inc.
Via
AccessWire
Alex Barron Selected As 2022 40 Under 40 Honoree by Nashville Business Journal
January 20, 2022
IQTalent Partners' practice leader included on this year's Top 40 under 40 list of most outstanding young professionals. NASHVILLE, TN / ACCESSWIRE / January 20, 2022 / IQTalent Partners is pleased to...
From
IQTalent Partners
Via
AccessWire
Caldwell Reports Record First Quarter
January 12, 2022
- First quarter revenue of $38.4 million, a 112% increase year over year. TORONTO, ON / ACCESSWIRE / January 12, 2022 / Talent acquisition firm The Caldwell Partners International Inc....
From
Caldwell Partners International, Inc.
Via
AccessWire
Caldwell Enhances Private Equity & Technology Recruiting Capabilities with the Addition of Gordon Berridge to London Office
December 13, 2021
TORONTO, ON and LONDON, UK / ACCESSWIRE / December 13, 2021 / Retained executive search firm Caldwell (TSX:CWL)(OTCQX:CWLPF) today announced a major enhancement to its private equity and technology...
From
Caldwell Partners International, Inc.
Via
AccessWire
Topics
Artificial Intelligence
Supply Chain
Caldwell Announces Acquisition of Applied Behavioral Academy
November 22, 2021
- Addition of behavioral and cognitive psychometrics consultancy establishes Caldwell Analytics as a Master Certified Trainer of The Predictive Index, strengthening the ability to help clients align...
From
Caldwell Partners International, Inc.
Via
AccessWire
Topics
Artificial Intelligence
CALDWELL and PwC Announce 2021 Canada's Top 40 Under 40(R) Honourees
November 18, 2021
TORONTO, ON / ACCESSWIRE / November 18, 2021 / Honouring Canada's outstanding leaders under 40 years of age, the recipients of Canada's Top 40 Under 40® were announced today in the National Post....
From
Caldwell Partners International, Inc.
Via
AccessWire
Topics
Artificial Intelligence
Economy
Caldwell Reports Strong Growth in Revenue and Operating Profit
November 16, 2021
- HIGHLIGHTS:- Quarterly revenue of $41.7M, a 271% increase year-over-year. - Full year revenue of $119.8M, a 106% increase year-over-year. TORONTO, ON / ACCESSWIRE / November 16, 2021 / Talent...
From
Caldwell Partners International, Inc.
Via
AccessWire
Topics
Artificial Intelligence
Caldwell Partners' David Windley Named to Savoy Magazine's 2021 Most Influential Black Corporate Directors
November 01, 2021
TORONTO, ON / ACCESSWIRE / November 1, 2021 / Technology-powered talent acquisition firm Caldwell Partners (TSX:CWL)(OTCQX:CWLPF) announced that David Windley, a member of the company's board, has been...
From
Caldwell Partners International, Inc.
Via
AccessWire
Topics
Artificial Intelligence
Canada's Leading Executives Share Learnings and Insights on the Pandemic
October 25, 2021
TORONTO, ON / ACCESSWIRE / October 25, 2021 / Retained executive search firm Caldwell (TSX:CWL; OTCQX:CWLPF) released a special report titled ‘Leading in the New Normal,' discussing board and...
From
Caldwell Partners International, Inc.
Via
AccessWire
Topics
Artificial Intelligence
Caldwell Enhances Life Sciences and Healthcare Recruiting Capabilities with the Addition of Rhian Woodisse to London Office
October 06, 2021
TORONTO, ON and LONDON, UK / ACCESSWIRE / October 6, 2021 / Retained executive search firm Caldwell (TSX:CWL)(OTCQX:CWLPF) today announced a major enhancement to its recruiting capabilities in...
From
Caldwell Partners International, Inc.
Via
AccessWire
Topics
Artificial Intelligence
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