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home
about us
Investment Approach
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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
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TAF sm Program
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Back Dated Performance Reports
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
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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
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
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Total Asset Fund (TAF)
TAF® Program
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Additional Information
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Back Dated Performance Reports
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Event Schedule
Total Asset Fund (TAF sm) Presentation
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Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
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Investing During Uncertain Times
Read FULL Seminar Here
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Custom Truck One Source, Inc. Common Stock
(NY:
CTOS
)
5.890
+0.030 (+0.51%)
Official Closing Price
Updated: 7:00 PM EDT, Oct 31, 2025
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7 Growth Stocks to Buy Before They Double in 2024
February 22, 2024
Investors can expect these explosive yet discounted growth stocks to deliver market-crushing returns through 2024 and beyond.
Via
InvestorPlace
Custom Truck One Source Partners with Scope to Elevate Stringing Line Inspection and Safety
November 29, 2023
From
Custom Truck One Source, Inc.
Via
Business Wire
Custom Truck One Source to Participate in the BofA Securities 2023 Leveraged Finance Conference
November 16, 2023
From
Custom Truck One Source, Inc.
Via
Business Wire
12 Industrials Stocks Moving In Wednesday's Intraday Session
November 08, 2023
Via
Benzinga
Analyst Expectations for Custom Truck One Source's Future
October 13, 2023
Via
Benzinga
Custom Truck One Source: Q1 Earnings Insights
May 09, 2023
Via
Benzinga
Custom Truck One Source Earnings Perspective: Return On Capital Employed
March 16, 2023
Via
Benzinga
Why Toast Shares Are Trading Lower By Around 17%? Here Are Other Stocks Moving In Wednesday's Mid-Day Session
November 08, 2023
Gainers Heart Test Laboratories, Inc. (NASDAQ: HSCS) shares climbed 96% to $0.2921 after falling over 7% on Tuesday.
Via
Benzinga
Custom Truck One Source, Inc. Reports Strong Results for Third Quarter 2023 and Affirms Full-Year 2023 EBITDA Guidance
November 07, 2023
From
Custom Truck One Source, Inc.
Via
Business Wire
Custom Truck One Source's Earnings: A Preview
March 13, 2023
Via
Benzinga
Custom Truck One Source Announces New Location in North Dakota to Accommodate Further Growth
November 01, 2023
From
Custom Truck One Source, Inc.
Via
Business Wire
Custom Truck One Source to Participate in the Baird 2023 Global Industrial Conference
October 30, 2023
From
Custom Truck One Source, Inc.
Via
Business Wire
Custom Truck One Source to Announce Third Quarter 2023 Financial Results
October 24, 2023
From
Custom Truck One Source, Inc.
Via
Business Wire
Custom Truck One Source Problem-Solves Emissions at Utility Expo 2023
September 27, 2023
From
Custom Truck One Source, Inc.
Via
Business Wire
Custom Truck One Source to Participate in the 22nd Annual D.A. Davidson Diversified Industrials & Services Conference
September 13, 2023
From
Custom Truck One Source, Inc.
Via
Business Wire
Custom Truck One Source, Inc. Reports Continued Strong Results for Second Quarter 2023
August 08, 2023
From
Custom Truck One Source, Inc.
Via
Business Wire
Custom Truck One Source to Announce Second Quarter 2023 Financial Results
July 25, 2023
From
Custom Truck One Source, Inc.
Via
Business Wire
Custom Truck One Source Publishes Inaugural ESG Report
July 13, 2023
From
Custom Truck One Source, Inc.
Via
Business Wire
Massive Upside Forecasted In Alta Equipment Group
July 11, 2023
Investors have the rare chance to get ahead of an upcoming bull run; economic data trends point to Alta Equipment Group as the stock set to outperform
Via
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Topics
Economy
Custom Truck One Source to Participate in the Deutsche Bank 14th Annual Global Industrials, Materials & Building Products Conference
June 01, 2023
From
Custom Truck One Source, Inc.
Via
Business Wire
Custom Truck One Source, Inc. Reports Continued Strong Results for First Quarter 2023
May 09, 2023
From
Custom Truck One Source, Inc.
Via
Business Wire
Custom Truck One Source to Participate in the Oppenheimer 18th Annual Industrial Growth Conference
May 03, 2023
From
Custom Truck One Source, Inc.
Via
Business Wire
Custom Truck One Source to Announce First Quarter 2023 Financial Results
April 25, 2023
From
Custom Truck One Source, Inc.
Via
Business Wire
Custom Truck One Source Announces New Location in Canada
April 11, 2023
From
Custom Truck One Source, Inc.
Via
Business Wire
Custom Truck One Source, Inc. Reports Record Results for the Fourth-Quarter and Full-Year 2022
March 14, 2023
From
Custom Truck One Source, Inc.
Via
Business Wire
Custom Truck One Source to Participate in the J.P. Morgan 2023 Industrials Conference
March 09, 2023
From
Custom Truck One Source, Inc.
Via
Business Wire
Custom Truck One Source to Announce Fourth Quarter and Full Year 2022 Financial Results
February 27, 2023
From
Custom Truck One Source, Inc.
Via
Business Wire
Custom Truck One Source to Participate in the CJS Securities 23rd Annual New Ideas for the New Year Investor Conference
January 04, 2023
From
Custom Truck One Source, Inc.
Via
Business Wire
Custom Truck One Source Announces CEO Transition Plan
December 07, 2022
From
Custom Truck One Source, Inc.
Via
Business Wire
Benzinga's Top Ratings Upgrades, Downgrades For December 13, 2022
December 13, 2022
Via
Benzinga
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