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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
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
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CI Financial Corp OR
(TSX:
CIX
)
31.99
UNCHANGED
Last Price
Updated: 4:00 PM EDT, Aug 14, 2025
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CI Financial Reports Financial Results for the First Quarter of 2022
May 12, 2022
From
CI Financial Corp.
Via
Business Wire
CI Financial Releases Historical Results in New Segmentation Format
May 11, 2022
From
CI Financial Corp.
Via
Business Wire
CI Private Wealth to Establish Trust Company
May 10, 2022
From
CI Financial Corp.
Via
Business Wire
CI Financial Reports Total Assets of $369.8 Billion for March 2022
April 29, 2022
From
CI Financial Corp.
Via
Business Wire
CI Global Asset Management Announces Reinvested Distributions
April 28, 2022
From
CI Global Asset Management
Via
Business Wire
CI Financial Announces First Quarter Earnings Conference Call and Webcast
April 19, 2022
From
CI Financial Corp.
Via
Business Wire
CI Global Asset Management Announces Launch of ETF Series of CI Floating Rate Income Fund
April 19, 2022
From
CI Global Asset Management
Via
Business Wire
CI Financial Announces Intent to Take its U.S. Wealth Business Public
April 07, 2022
From
CI Financial Corp.
Via
Business Wire
CI Financial to Hold Annual Meeting of Shareholders on June 22, 2022
April 06, 2022
From
CI Financial Corp.
Via
Business Wire
CI Financial to Acquire Former Eaton Vance Investment Counsel Division, Expanding U.S. Wealth Management Strategy
March 31, 2022
From
CI Financial Corp.
Via
Business Wire
CI Financial Reports Total Assets of $370.2 Billion for February 2022
March 15, 2022
From
CI Financial Corp.
Via
Business Wire
CI Financial Reports Total Assets of $372.5 Billion for January 2022
February 23, 2022
From
CI Financial Corp.
Via
Business Wire
CI Financial Reports Record Financial Results for the Fourth Quarter of 2021
February 22, 2022
From
CI Financial Corp.
Via
Business Wire
CI Financial To Acquire Corient Capital Partners, a US$5.0-Billion Wealth Management Firm Serving the Ultra-Affluent
February 22, 2022
From
CI Financial Corp.
Via
Business Wire
Sarah M. Ward Joins CI Financial Board of Directors
February 10, 2022
From
CI Financial Corp.
Via
Business Wire
CI Financial Advances Leadership Position in Crypto Offering with Investment in Newton Crypto
February 09, 2022
From
CI Financial Corp.
Via
Business Wire
CI Financial Announces Fourth Quarter Earnings Conference Call and Webcast
January 27, 2022
From
CI Financial Corp.
Via
Business Wire
CI Financial’s Total Assets Grow by $152.5 billion in 2021 to Record $384.1 Billion
January 21, 2022
From
CI Financial Corp.
Via
Business Wire
CI Financial to Acquire Northwood Family Office, Canada’s Leading Multi-Family Office
January 11, 2022
From
CI Financial Corp.
Via
Business Wire
CI Financial Completes Six Transactions, Boosting U.S. Assets to US$115 Billion
January 04, 2022
From
CI Financial Corp.
Via
Business Wire
CI Financial to acquire Columbia Pacific Wealth Management and make strategic investment in Columbia Pacific Advisors
December 15, 2021
From
CI Financial Corp.
Via
Business Wire
CI Financial Reports Record Total Assets of $338.1 Billion for November 2021
December 13, 2021
From
CI Financial Corp.
Via
Business Wire
CI Financial to Acquire RegentAtlantic, a Leading US$6-Billion New York-Area Wealth Manager
December 06, 2021
From
CI Financial Corp.
Via
Business Wire
Matrix Capital Advisors, a Chicago RIA Serving High-Net-Worth Clients, Joins CI Private Wealth
December 01, 2021
From
CI Financial Corp.
Via
Business Wire
CI Financial Reports Record Financial Results for the Third Quarter of 2021
November 11, 2021
From
CI Financial Corp.
Via
Business Wire
CI Financial Makes Strategic Investment in GLASfunds, a Leading Alternative Investment Platform
November 10, 2021
From
CI Financial Corp.
Via
Business Wire
CI Financial Reports Record Total Assets of $331.8 Billion for October 2021
November 10, 2021
From
CI Financial Corp.
Via
Business Wire
CI Financial to Acquire Gofen and Glossberg, a US$7.5-Billion Chicago-Based RIA Serving High-Net-Worth Families
November 10, 2021
From
CI Financial Corp.
Via
Business Wire
CI Financial Affiliate RGT Wealth Advisors Acquires Odyssey Wealth, Merging Two Successful Dallas RIAs
October 28, 2021
From
CI Financial Corp.
Via
Business Wire
CI Financial Announces Third Quarter Earnings Conference Call and Webcast
October 22, 2021
From
CI Financial Corp.
Via
Business Wire
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