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home
about us
Investment Approach
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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EVENTS
FIP
Event Schedule
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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
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Trinity Capital Inc. - Common Stock
(NQ:
TRIN
)
16.85
-0.25 (-1.46%)
Streaming Delayed Price
Updated: 4:00 PM EDT, May 15, 2026
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All News about Trinity Capital Inc. - Common Stock
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Investment Advisor Adds $14.9 Million Worth of Specialty Lender, According to Latest SEC Filing
↗
May 07, 2026
Oaktree Specialty Lending provides tailored credit and capital solutions to middle-market companies across North America.
Via
The Motley Fool
Topics
Regulatory Compliance
Investment Advisor Bets Big on Specialty Lender, According to Recent SEC Filing
↗
May 07, 2026
Trinity Capital specializes in venture debt and equipment financing for growth-stage firms, featuring a double-digit dividend yield.
Via
The Motley Fool
Topics
Regulatory Compliance
Trinity Capital (TRIN) Q1 2026 Earnings Transcript
↗
May 06, 2026
Trinity Capital (TRIN) Q1 2026 Earnings Transcript
Via
The Motley Fool
Topics
Initial Public Offering
Trinity Capital (NASDAQ:TRIN) Surges on Record Income and Q1 Earnings Beat
↗
May 06, 2026
Via
Chartmill
Trinity Capital Inc (NASDAQ:TRIN) Reports Mixed Q4 2025 Results, Misses EPS Estimate
↗
February 25, 2026
Via
Chartmill
Earnings Scheduled For November 5, 2025
↗
November 05, 2025
Via
Benzinga
The Private Credit Reckoning: US Default Rates Surge as 'Golden Age' Ends
March 26, 2026
As of late March 2026, the once-indomitable private credit market is facing its most significant challenge since its post-2008 inception. A sharp acceleration in defaults across the United States has...
Via
MarketMinute
Topics
Bankruptcy
Economy
Regulatory Compliance
Capital Southwest Corporation Announces Trinity Capital as Partner in First Out Senior Loan Joint Venture
March 16, 2026
From
Capital Southwest Corporation
Via
GlobeNewswire
Trinity Capital (TRIN) Q4 2025 Earnings Transcript
↗
February 25, 2026
Trinity Capital (TRIN) Q4 2025 Earnings Transcript
Via
The Motley Fool
Earnings Scheduled For August 6, 2025
↗
August 06, 2025
Via
Benzinga
P/E Ratio Insights for Trinity Cap
↗
June 30, 2025
Via
Benzinga
Earnings Scheduled For May 7, 2025
↗
May 07, 2025
Via
Benzinga
Earnings Scheduled For February 26, 2025
↗
February 26, 2025
Via
Benzinga
Why a 15% Dividend Wasn’t Enough to Keep This $3.3 Million Position
↗
January 23, 2026
Trinity Capital provides venture debt and equipment financing to growth-stage tech companies seeking non-dilutive capital solutions.
Via
The Motley Fool
Topics
Regulatory Compliance
Candel Therapeutics Reports Third Quarter 2025 Financial Results and Recent Corporate Highlights
November 13, 2025
From
Candel Therapeutics
Via
GlobeNewswire
Trinity Capital (TRIN) Q3 2025 Earnings Transcript
↗
November 05, 2025
Trinity Capital (TRIN) Q3 2025 Earnings Transcript
Via
The Motley Fool
How Holy Is Trinity Capital’s 14.7% Yield?
↗
July 24, 2024
Trinity Capital is a business development company, or BDC, that lends money to venture capital-backed growth companies.
Via
Talk Markets
Trinity Capital Inc (NASDAQ:TRIN) Reports Mixed Q3 2025 Results, Misses EPS Estimates
↗
November 05, 2025
Trinity Capital (TRIN) Q3 2025 results: revenue beat estimates but EPS missed, leading to a slight stock decline. Record funding volume highlighted.
Via
Chartmill
EXCLUSIVE: Trinity Capital's New Loan Fuels Bobbie's Mission To Set New US Infant Nutrition Standards
↗
October 23, 2025
Trinity Capital Inc. announced a financing agreement with Bobbie, an organic infant nutrition company, to boost production capacity and ensure wider distribution of its products.
Via
Benzinga
Candel Therapeutics Enters into $130 Million Term Loan Facility with Trinity Capital Inc.
October 14, 2025
From
Candel Therapeutics
Via
GlobeNewswire
Trinity Capital (TRIN) Q2 Income Up 27%
↗
August 06, 2025
Via
The Motley Fool
Trinity Capital Inc (NASDAQ:TRIN) Reports Mixed Q2 2025 Earnings with Strong EPS Performance and Pre-Market Gains
↗
August 06, 2025
Trinity Capital Inc (TRIN) reported mixed Q2 2025 earnings with revenue slightly below estimates but EPS in line. Shares rose 2.38% pre-market as investors focused on strong NAV growth and...
Via
Chartmill
AST SpaceMobile Lands $100M Financing Deal, But Retail Stays Skeptical
↗
July 03, 2025
This is the latest step AST SpaceMobile has taken in a series of measures to strengthen its balance sheet this year.
Via
Stocktwits
Trinity Capital's 13% Dividend: Is It Too Good to Be True? CEO Responds
↗
April 04, 2025
What if your next dividend stock paid 13% -- and it was actually sustainable?
Via
The Motley Fool
EXCLUSIVE: Trinity Capital Commits $50 Million In Equipment Financing To Form Energy
↗
December 16, 2024
Trinity Capital Inc announced $50M financing to Form Energy, developing low-cost, multi-day energy storage systems. Iron-air battery can store 100hrs at competitive costs. TRIN stock up 1.67%.
Via
Benzinga
Trinity Capital CEO on Leading Private Credit’s High-Yield Growth
December 06, 2024
Trinity Capital's diversified portfolio and healthy growth trajectory fuel impressive dividend yields, making it an attractive income play for investors.
Via
MarketBeat
3 High-Yield Stocks With Yields Over 10% to Buy Today
↗
August 08, 2024
High-yield stocks can be some of the best investments in an uncertain market. They're even better if they're yielding more than 10%.
Via
InvestorPlace
Want an Extra $12K Per Year? Put 100K in These 7 Dividend Stocks.
↗
May 23, 2024
These high-yield dividend stocks have the potential to generate over $12,000 in annual income from a $100,000 investment.
Via
InvestorPlace
EXCLUSIVE: Trinity Capital Invests $25M in Elevate K-12 to Support Expansion of Live Online Teaching
↗
May 15, 2024
Trinity Capital Inc (NASDAQ: TRIN) commits $25 million to Elevate K-12 for growth initiatives. This will help solve teacher vacancies and expand services.
Via
Benzinga
TRIN Stock Earnings: Trinity Cap Misses EPS, Beats Revenue for Q1 2024
↗
May 01, 2024
TRIN stock results show that Trinity Cap missed analyst estimates for earnings per share but beat on revenue for the first quarter of 2024.
Via
InvestorPlace
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