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home
about us
Investment Approach
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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)
TAF sm Program
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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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Hillcrest Energy Technologies Ltd
(OP:
HLRTF
)
0.1000
UNCHANGED
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Updated: 3:02 PM EST, Dec 22, 2025
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GreenEnergyBreaks – Hillcrest Energy Technologies Ltd. (CSE: HEAT) (OTCQB: HLRTF) (FRA: 7HIA.F) to Participate in Amvest Capital Investor Webinar
January 17, 2023
Via
Investor Brand Network
Hillcrest Energy Technologies Ltd. (CSE: HEAT) (OTCQB: HLRTF) Makes “Major Steps Towards Commercialization,” Gets “Buy-Venture” Rating in New Report
January 17, 2023
Via
Investor Brand Network
GreenEnergyBreaks – Hillcrest Energy Technologies Ltd. (CSE: HEAT) (OTCQB: HLRTF) Eyes Robust Development and Commercialization Targets, Promising 2023
January 11, 2023
Via
Investor Brand Network
GreenEnergyBreaks – Hillcrest Energy Technologies Ltd. (CSE: HEAT) (OTCQB: HLRTF) Eyes Transition of ZVS Prototype from Lab to Real-World Demonstrations
January 06, 2023
Via
Investor Brand Network
Topics
Supply Chain
Hillcrest Energy Technologies Ltd. (CSE: HEAT) (OTCQB: HLRTF) Wraps Up 2022 With Foot on Accelerator
January 05, 2023
Via
Investor Brand Network
GreenEnergyBreaks – Hillcrest Energy Technologies Ltd. (CSE: HEAT) (OTCQB: HLRTF) at Inflection Point with Cutting-Edge Inverter Prototype
December 28, 2022
Via
Investor Brand Network
Topics
Electric Vehicles
Hillcrest Energy Technologies Ltd. (CSE: HEAT) (OTCQB: HLRTF) Eyes Entry into Grid-Tied Applications; Continues Development of Its Enhanced Powertrain Solution
December 27, 2022
Via
Investor Brand Network
GreenEnergyBreaks – Hillcrest Energy Technologies Ltd. (CSE: HEAT) (OTCQB: HLRTF) Recaps 2022 as a Tremendous Year of Technology and Milestones
December 21, 2022
Via
Investor Brand Network
Hillcrest Wraps Up 2022, a Year of Technology and Commercialization Milestones
December 21, 2022
From
Hillcrest Energy Technologies
Via
GlobeNewswire
GreenEnergyBreaks – Hillcrest Energy Technologies Ltd. (CSE: HEAT) (OTCQB: HLRTF) Positioned to Form Part of Cornerstone for Upcoming Generation of EVs
December 16, 2022
Via
Investor Brand Network
Topics
Electric Vehicles
Hillcrest Energy Technologies Ltd. (CSE: HEAT) (OTCQB: HLRTF) Unveils Commercial Prototype of its ZVS Inverter Technology
December 13, 2022
Via
Investor Brand Network
Topics
Electric Vehicles
GreenEnergyBreaks – Hillcrest Energy Technologies Ltd. (CSE: HEAT) (OTCQB: HLRTF) Leveraging ZVS Prototype to Facilitate Entry into Grid-Tied Applications
December 08, 2022
Via
Investor Brand Network
Hillcrest Accelerates ZVS Inverter Technology Development for Use in Numerous Grid-Tied Applications
December 08, 2022
From
Hillcrest Energy Technologies
Via
GlobeNewswire
GreenEnergyBreaks – Hillcrest Energy Technologies Ltd. (CSE: HEAT) (OTCQB: HLRTF) Completes ZVS Traction Inverter Commercial Prototype
December 06, 2022
Via
Investor Brand Network
Topics
Supply Chain
Hillcrest Energy Technologies Completes First Commercial Prototype
December 06, 2022
From
Hillcrest Energy Technologies
Via
GlobeNewswire
GreenEnergyBreaks – Hillcrest Energy Technologies Ltd. (CSE: HEAT) (OTCQB: HLRTF) to Present at Singular Research’s Best of the Uncovered Conference
November 30, 2022
Via
Investor Brand Network
Hillcrest Energy Technologies to Present at Best of the Uncovered Investor Conference; Provides Update on Recent Activities
November 30, 2022
From
Hillcrest Energy Technologies
Via
GlobeNewswire
Hillcrest Energy Technologies Ltd. (CSE: HEAT) (OTCQB: HLRTF) Helps Power Global EV Adoption through Innovation
November 21, 2022
Via
Investor Brand Network
Topics
Economy
Electric Vehicles
GreenEnergyBreaks – Hillcrest Energy Technologies Ltd.’s (CSE: HEAT) (OTCQB: HLRTF) Solution Holds Potential to Reshape EV Charging Infrastructure Needs
November 17, 2022
Via
Investor Brand Network
Topics
Intellectual Property
GreenEnergyBreaks – Hillcrest Energy Technologies Ltd.’s (CSE: HEAT) (OTCQB: HLRTF) Enhanced Solution Holds Potential to Simplify, Redefine EV Charging
November 07, 2022
Via
Investor Brand Network
Topics
Electric Vehicles
Intellectual Property
Hillcrest Energy Technologies Ltd. (CSE: HEAT) (OTCQB: HLRTF) Assisting EV Manufacturers in Reducing Costs; Company Announces Appointment of Samuel Yik as CFO
November 07, 2022
Via
Investor Brand Network
GreenEnergyBreaks – Hillcrest Energy Technologies Ltd. (CSE: HEAT) (OTCQB: HLRTF) (FRA: 7HIA.F) Names New CFO
November 02, 2022
Via
Investor Brand Network
Hillcrest Welcomes Samuel Yik as New CFO
November 02, 2022
From
Hillcrest Energy Technologies
Via
GlobeNewswire
GreenEnergyBreaks – Hillcrest Energy Technologies Ltd. (CSE: HEAT) (OTCQB: HLRTF) Engages IMS for Investor Communications Expertise
November 01, 2022
Via
Investor Brand Network
Hillcrest Retains IMS Investor Relations
November 01, 2022
From
Hillcrest Energy Technologies
Via
GlobeNewswire
Hillcrest Energy Technologies Ltd.’s (CSE: HEAT) (OTCQB: HLRTF) Inverter Technology Enables Greater EV Efficiency Amid Growing EV Market
October 31, 2022
Via
Investor Brand Network
Topics
Economy
Electric Vehicles
Hillcrest Energy Technologies Ltd. (CSE: HEAT) (OTCQB: HLRTF) Reveals MOU With Tier-1 Automotive Supplier; Simultaneously, Announces Chief Commercialization Officer Appointment
October 27, 2022
Via
Investor Brand Network
Topics
Intellectual Property
Supply Chain
GreenEnergyBreaks – Hillcrest Energy Technologies Ltd. (CSE: HEAT) (OTCQB: HLRTF) (FRA: 7HIA.F) Develops Traction Invertor Tech to Electrify EV Systems
October 26, 2022
Via
Investor Brand Network
GreenEnergyBreaks – Hillcrest Energy Technologies Ltd. (CSE: HEAT) (OTCQB: HLRTF) Enters Strategic Partnership with Early Leader in Electrification
October 20, 2022
Via
Investor Brand Network
Topics
Supply Chain
Hillcrest Energy Technologies Ltd. (CSE: HEAT) (OTCQB: HLRTF) Positioned to Benefit as Energy Storage Projects Get Support from Inflation Reduction Act Amid Accelerated Green Electrification
October 20, 2022
Via
Investor Brand Network
Topics
Economy
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