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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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Calian Group Ltd
(TSX:
CGY
)
55.52
UNCHANGED
Streaming Delayed Price
Updated: 4:00 PM EST, Dec 31, 2025
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Calian to Hold Conference Call Following Announcement of Fourth Quarter FY 2023 Results
November 13, 2023
From
Calian Group Ltd.
Via
GlobeNewswire
Calian® Enters into Definitive Purchase Agreement to Acquire Decisive Group
November 09, 2023
From
Calian Group Ltd.
Via
GlobeNewswire
Calian Announces President, IT and Cyber Solutions
November 06, 2023
From
Calian Group Ltd.
Via
GlobeNewswire
Calian Reports Third Quarter Results
August 10, 2023
Via
ACCESSWIRE
Calian Announces Closing of CDN $250 Million Debt Agreement
July 24, 2023
Via
ACCESSWIRE
Calian Reports Record Revenue for the Second Quarter
May 10, 2023
Via
ACCESSWIRE
Calian Reports Results for the First Quarter and Reiterates its FY23 Guidance
February 14, 2023
Via
ACCESSWIRE
Calian Announces Certain Preliminary Unaudited Results for Fiscal 2023
October 26, 2023
From
Calian Group Ltd.
Via
GlobeNewswire
Calian Launches Digital Health Portfolio of Products and Services
September 29, 2023
From
Calian Group Ltd.
Via
GlobeNewswire
Calian Wins Contracts with Shared Services Canada Worth Combined Value of $17.57 Million
September 27, 2023
From
Calian Group Ltd.
Via
GlobeNewswire
Calian Partners with MDA on Canadarm3 Development
September 06, 2023
Via
ACCESSWIRE
Calian Reports Record Results for the Fourth Quarter and FY22 and Publishes Inaugural ESG Report
November 24, 2022
Via
ACCESSWIRE
Calian to Supply NASA with Third High-Performance Antenna
August 23, 2022
Via
ACCESSWIRE
Calian Reports Record Gross Margins and Achieves First-ever $150M Revenue Quarter - Q3 FY22 Results
August 10, 2022
Via
ACCESSWIRE
Calian Announces Normal Course Issuer Bid
August 30, 2023
Via
ACCESSWIRE
Calian Announces Intention to Launch Normal Course Issuer Bid
August 18, 2023
Via
ACCESSWIRE
Calian Completes Acquisition of Hawaii Pacific Teleport
August 01, 2023
Via
ACCESSWIRE
Calian to Hold Conference Call Following Announcement of Third Quarter FY 2023 Results
July 27, 2023
Via
ACCESSWIRE
Microsoft Canada Recognizes Calian as Winner of the 2023 ISV Tech Intensity Impact Award
July 18, 2023
Via
ACCESSWIRE
Calian to Hold Conference Call Following Announcement of Second Quarter FY 2023 Results
April 27, 2023
Via
ACCESSWIRE
Calian Enters into Definitive Purchase Agreement to Acquire US Satellite Communications Provider Hawaii Pacific Teleport
March 09, 2023
Via
ACCESSWIRE
Calian Reports on the Election of Directors Voting Results
February 16, 2023
Via
ACCESSWIRE
Calian Announces Appointment of Darrell Wellington to Tallysman Leadership Team
February 10, 2023
Via
ACCESSWIRE
Calian Announces the Appointment of New President of Calian Health
February 09, 2023
Via
ACCESSWIRE
Calian to Hold Conference Call Following Announcement of First Quarter FY 2023 Results
February 01, 2023
Via
ACCESSWIRE
Calian to Supply Canada Centre for Mapping and Earth Observation with Three Earth Observation Antennas
November 22, 2022
Via
ACCESSWIRE
Calian to Hold Conference Call Following Announcement of Fourth Quarter FY 2022 Results
November 10, 2022
Via
ACCESSWIRE
Calian Selected as 2022 Canada Partner of the Year by CrowdStrike
October 03, 2022
Via
ACCESSWIRE
New Calian CIO Michael Muldner Brings Extensive Experience in Global Information Systems and Cybersecurity
September 12, 2022
Via
ACCESSWIRE
Calian Declares a Quarterly Dividend of $0.28 Per Share
August 10, 2022
Via
ACCESSWIRE
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