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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
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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Colliers International Group Inc. - Subordinate Voting Shares
(NQ:
CIGI
)
116.05
-3.04 (-2.55%)
Streaming Delayed Price
Updated: 4:00 PM EST, Mar 6, 2026
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All News about Colliers International Group Inc. - Subordinate Voting Shares
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Colliers recognized among best professional services firms by IAOP
February 22, 2024
18th straight appearance on IAOP’s Global Outsourcing 100®
From
Colliers International Group Inc
Via
GlobeNewswire
Colliers Reports Fourth Quarter Results
February 08, 2024
From
Colliers International Group Inc
Via
GlobeNewswire
Earnings Scheduled For February 8, 2024
↗
February 08, 2024
Companies Reporting Before The Bell • Ares Management (NYSE:ARES) is expected to report quarterly earnings at $1.09 per share on revenue of $864.54 million.
Via
Benzinga
Earnings Outlook For Colliers Intl Gr
↗
February 07, 2024
Via
Benzinga
Colliers to announce fourth quarter and full year results on February 8, 2024
January 11, 2024
From
Colliers International Group Inc
Via
GlobeNewswire
Colliers Intl Gr Earnings Preview
↗
November 01, 2023
Via
Benzinga
A Preview Of Colliers Intl Gr's Earnings
↗
August 01, 2023
Via
Benzinga
Colliers International's High-Value Service Poised For Mid-Teens ROIC: Analyst
↗
May 31, 2023
Via
Benzinga
Colliers joins the World Green Building Council’s Net Zero Carbon Buildings Commitment
December 07, 2023
Advancing sustainability efforts by targeting whole life carbon and use of 100% renewable energy in own operations
From
Colliers International Group Inc
Via
GlobeNewswire
Colliers declares semi-annual dividend
December 05, 2023
From
Colliers International Group Inc
Via
GlobeNewswire
Challenging conditions to persist, but expectation of clearer rate outlook and tightening bid-ask spreads on the horizon
November 28, 2023
Industrial & logistics, multifamily, and office remain top picks for 2024 with investors deploying new strategies in each sector
From
Colliers International Group Inc
Via
GlobeNewswire
Colliers recognized by Forbes as one of the World’s Top Companies for Women in 2023
November 27, 2023
From
Colliers International Group Inc
Via
GlobeNewswire
BMO Capital Maintains Outperform Rating for Colliers Intl Gr: Here's What You Need To Know
↗
November 22, 2023
Via
Benzinga
Corporate Confidence: 3 Canadian Stocks on a Buyback Spree
↗
November 14, 2023
Canadian stocks don’t tend to repurchase their shares as often as American firms. Here are three that do as often as possible.
Via
InvestorPlace
Colliers Reports Third Quarter Results
November 02, 2023
From
Colliers International Group Inc
Via
GlobeNewswire
Colliers named on Forbes list of World’s Best Employers 2023
October 30, 2023
From
Colliers International Group Inc
Via
GlobeNewswire
Colliers to Announce Third Quarter Results on November 2, 2023
October 11, 2023
From
Colliers International Group Inc
Via
GlobeNewswire
Colliers named Best Global Agency by Euromoney
September 28, 2023
Recognized as the top performing real estate services company with 10 wins worldwide
From
Colliers International Group Inc
Via
GlobeNewswire
Humana, Waters, e.l.f. Beauty, Teva Pharmaceutical And Other Big Stocks Moving Higher On Wednesday
↗
August 02, 2023
U.S. stocks traded lower, with the Dow Jones falling around 200 points on Wednesday. Here are some big stocks recording gains in today’s session. Powell Industries, Inc. (NASDAQ: POWL) shares jumped...
Via
Benzinga
Colliers Reports Second Quarter Results
August 02, 2023
From
Colliers International Group Inc
Via
GlobeNewswire
Colliers Announces Normal Course Issuer Bid
July 17, 2023
From
Colliers International Group Inc
Via
GlobeNewswire
Colliers to Announce Second Quarter Results on August 2, 2023
July 12, 2023
From
Colliers International Group Inc
Via
GlobeNewswire
Colliers releases annual Global Impact Report
June 01, 2023
From
Colliers International Group Inc
Via
GlobeNewswire
Benzinga's Top Ratings Upgrades, Downgrades For May 31, 2023
↗
May 31, 2023
Via
Benzinga
Montana Bans TikTok. What's Next?
↗
May 22, 2023
And we've got a look at what's going on with Bath & Body Works.
Via
The Motley Fool
Colliers Announces Changes to Board of Directors
May 16, 2023
From
Colliers International Group Inc
Via
GlobeNewswire
Colliers declares semi-annual dividend
May 16, 2023
From
Colliers International Group Inc
Via
GlobeNewswire
Colliers adds leading Southwest engineering firm
May 09, 2023
Acquisition expands footprint into fast-growing Arizona market
From
Colliers International Group Inc
Via
GlobeNewswire
Chegg, Community Health Systems, Metropolitan Bank And Other Big Stocks Moving Lower On Tuesday
↗
May 02, 2023
U.S. stocks traded lower, with the Dow Jones losing around 477 points on Tuesday. Here are some big stocks recording losses in today’s session.
Via
Benzinga
US Stocks Down; Chegg Crashes After Removing Guidance On ChatGPT Concerns
↗
May 02, 2023
U.S. stocks traded lower this morning even as the Federal Reserve’s two-day meeting began. Following the market opening Tuesday, the Dow traded down 0.47% to 33,891.31 while the NASDAQ fell 0.12% to...
Via
Benzinga
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