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home
about us
Investment Approach
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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
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Claros Mortgage Trust, Inc. Common Stock
(NY:
CMTG
)
2.540
+0.140 (+5.83%)
Official Closing Price
Updated: 7:00 PM EDT, Apr 10, 2026
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Claros Mortgage Trust, Inc. Announces Dates for Second Quarter 2022 Earnings Release and Conference Call
July 26, 2022
From
Claros Mortgage Trust, Inc.
Via
Business Wire
7 REITs Paying Huge Dividends
↗
July 20, 2022
One of the big reasons for investing in real estate investment trusts (REITs) is the kind of dividends many pay. While Treasury bonds are just beginning to catch up with inflation, some REITs offer...
Via
Benzinga
Claros Mortgage Trust, Inc. Declares Common Stock Dividend
June 15, 2022
From
Claros Mortgage Trust, Inc.
Via
Business Wire
Claros Mortgage Trust, Inc. to Present at Nareit’s REITweek: 2022 Investor Conference
June 01, 2022
From
Claros Mortgage Trust, Inc.
Via
Business Wire
Claros Mortgage Trust, Inc. Reports First Quarter 2022 Results
May 10, 2022
From
Claros Mortgage Trust, Inc.
Via
Business Wire
Claros Mortgage Trust, Inc. Announces First Quarter 2022 Earnings Release and Conference Call
April 27, 2022
From
Claros Mortgage Trust, Inc.
Via
Business Wire
Claros Mortgage Trust, Inc. Announces 2022 Annual Meeting of Stockholders
April 04, 2022
From
Claros Mortgage Trust, Inc.
Via
Business Wire
Claros Mortgage Trust, Inc. Reports Fourth Quarter 2021 Results
March 14, 2022
From
Claros Mortgage Trust, Inc.
Via
Business Wire
Benzinga's Top Ratings Upgrades, Downgrades For April 25, 2022
↗
April 25, 2022
Via
Benzinga
Claros Mortgage Trust, Inc. Announces Tax Treatment of 2021 Dividends
February 28, 2022
From
Claros Mortgage Trust, Inc.
Via
Business Wire
Earnings Scheduled For March 14, 2022
↗
March 14, 2022
Companies Reporting Before The Bell • F45 Training Holdings (NYSE:FXLV) is projected to report earnings for its fourth quarter. • The One Group Hospitality (...
Via
Benzinga
Claros Mortgage Trust, Inc. Appoints Jai Agarwal Chief Financial Officer
February 25, 2022
From
Claros Mortgage Trust, Inc.
Via
Business Wire
Claros Mortgage Trust, Inc. Announces Fourth Quarter 2021 Originations and Acquisitions of $1.8 Billion
February 01, 2022
From
Claros Mortgage Trust, Inc.
Via
Business Wire
Three High-Yielding Dividend Stocks With Insider Buying
↗
January 11, 2022
As of December 1, CEOs and other insiders sold $69 billion worth of their shares in 2021, a new annual record and 30% more than 2020.
Via
Talk Markets
Claros Mortgage Trust, Inc. Reports Third Quarter 2021 Results
December 13, 2021
From
Claros Mortgage Trust, Inc.
Via
Business Wire
Earnings Scheduled For December 13, 2021
↗
December 13, 2021
Companies Reporting Before The Bell • Qudian (NYSE:QD) is projected to report quarterly earnings at $0.18 per share on revenue of $56.15 million. Companies...
Via
Benzinga
Claros Mortgage Trust, Inc. Declares Common Stock Dividend
December 09, 2021
From
Claros Mortgage Trust, Inc.
Via
Business Wire
Claros Mortgage Trust, Inc. Announces Third Quarter 2021 Earnings Release and Conference Call
December 06, 2021
From
Claros Mortgage Trust, Inc.
Via
Business Wire
Claros Mortgage Trust, Inc. Announces Term Loan Repricing
December 03, 2021
From
Claros Mortgage Trust, Inc.
Via
Business Wire
Benzinga's Top Ratings Upgrades, Downgrades For November 29, 2021
↗
November 29, 2021
Upgrades According to Odeon Capital, the prior rating for Wells Fargo & Co (NYSE:
Via
Benzinga
Opening Day: Braze Jumps In Debut As UserTesting Stumbles Below IPO Price
↗
November 21, 2021
Customer engagement software maker Braze rose over 40% in its first trading day after pricing its initial public offering above the marketed range, raising about $520 million. Meanwhile, UserTesting...
Via
Talk Markets
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Initial Public Offering
Claros Mortgage Trust, Inc. Announces Pricing of its Initial Public Offering
November 03, 2021
From
Claros Mortgage Trust, Inc.
Via
Business Wire
Claros Mortgage Trust, Inc. Announces Launch of its Initial Public Offering
October 26, 2021
From
Claros Mortgage Trust, Inc.
Via
Business Wire
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