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TSL's Turnkey Operation Platform
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Read FULL Seminar Here
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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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Altus Group Ltd
(TSX:
AIF
)
50.01
+1.67 (+3.45%)
Streaming Delayed Price
Updated: 2:25 PM EST, Nov 11, 2025
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S&P/TSX Composite Navigates Choppy Waters Amidst Robust Jobs Data and Mixed Earnings
November 07, 2025
The S&P/TSX Composite Index (TSX:OSPTX) experienced a day of complex trading on November 7, 2025, ultimately closing with mixed results as robust jobs data contended with a flurry of varied corporate...
Via
MarketMinute
Topics
Economy
Energy
Altus Group Announces Leadership Transition
November 06, 2025
From
Altus Group Limited
Via
GlobeNewswire
Altus Group Reports Q3 2025 Financial Results & Announces Q4 2025 Dividend Payment
November 06, 2025
From
Altus Group Limited
Via
GlobeNewswire
Altus Group to Host Investor Day on November 20, 2025
October 07, 2025
Q3 2025 Results to be Released on November 6
From
Altus Group Limited
Via
GlobeNewswire
Altus Group Releases Q2 2025 U.S. Investment & Transactions Quarterly Report
August 21, 2025
Multifamily and office transactions saw strong gains in Q2 2025
From
Altus Group Limited
Via
GlobeNewswire
Deal Dispatch: BeyondTrust On The Block; NBA Teams, Dr. Phil, Alex Jones In Spotlight
August 15, 2025
Bain Capital circles Rezil; BeyondTrust up for sale; NBA's Trail Blazers change hands; Dr. Phil, Alex Jones face bankruptcy drama.
Via
Benzinga
Topics
Bankruptcy
Altus Group Responds to Media Reports
August 13, 2025
From
Altus Group Limited
Via
GlobeNewswire
Altus Group Announces Q3 2025 Dividend Payment
August 08, 2025
From
Altus Group Limited
Via
GlobeNewswire
Altus Group Reports Q2 2025 Financial Results
August 07, 2025
Posts steady recurring revenue growth and margin expansion
From
Altus Group Limited
Via
GlobeNewswire
Altus Group to Release Q2 2025 Financial Results on August 7
July 08, 2025
From
Altus Group Limited
Via
GlobeNewswire
Altus Group Celebrates Winners of the 2025 ARGUS University Challenge
June 09, 2025
Student teams apply ARGUS software to tackle complex CRE investment cases; IREBS International Real Estate Business School at University of Regensburg secures first place
From
Altus Group Limited
Via
GlobeNewswire
Altus Group’s Benchmark Manager Wins 2025 Realcomm Digie Award
June 05, 2025
ARGUS Intelligence’s new Benchmark Manager recognized for “Best Tech Innovation in CRE”
From
Altus Group Limited
Via
GlobeNewswire
Altus Group Releases Q1 2025 U.S. Investment & Transactions Quarterly Report
May 21, 2025
From
Altus Group Limited
Via
GlobeNewswire
Altus Group Announces Q2 2025 Dividend Payment
May 12, 2025
From
Altus Group Limited
Via
GlobeNewswire
Altus Group Reports Q1 2025 Financial Results
May 08, 2025
Delivers resilient recurring revenue performance and sustained margin expansion in Q1 2025; accelerates pace of share buyback
From
Altus Group Limited
Via
GlobeNewswire
Altus Group Announces Voting Results of 2025 Annual General Meeting of Shareholders
May 07, 2025
From
Altus Group Limited
Via
GlobeNewswire
Altus Group to Hold Annual Meeting of Shareholders on May 7 and Release Q1 2025 Financial Results on May 8; Announces Other Upcoming Investor Events
April 10, 2025
From
Altus Group Limited
Via
GlobeNewswire
Altus Group Releases its 2024 Sustainability Report
April 07, 2025
Showcasing advancements across governance, people, and climate priorities
From
Altus Group Limited
Via
GlobeNewswire
Altus Group Releases Its 2025 Canadian Cost Guide
March 27, 2025
From
Altus Group Limited
Via
GlobeNewswire
Altus Group Honoured with BILD Chair’s Award of Merit
March 11, 2025
Prestigious award recognizes lasting contribution to the real estate industry and BILD association
From
Altus Group Limited
Via
GlobeNewswire
Altus Group Reports Q4 and Fiscal 2024 Financial Results; Announces Quarterly Dividend and Renewal of Normal Course Issuer Bid
February 20, 2025
From
Altus Group Limited
Via
GlobeNewswire
Altus Group to Announce Q4 and FY 2024 Financial Results on February 20, 2025
January 22, 2025
From
Altus Group Limited
Via
GlobeNewswire
Altus Group’s Jorge Blanco Recognized as a 2025 CRE Tech Influencer by GlobeSt.
January 16, 2025
CCO Jorge Blanco named among the most influential people in CRE Technology
From
Altus Group Limited
Via
GlobeNewswire
Altus Group Releases Q4 2024 CRE Industry Conditions & Sentiment Survey Findings
January 15, 2025
From
Altus Group Limited
Via
GlobeNewswire
Altus Group Completes the Sale of its Property Tax Business to Ryan, LLC
January 02, 2025
Accelerates transformation to pure-play CRE software, data and analytics platform
From
Altus Group Limited
Via
GlobeNewswire
Altus Group Provides Update on Sale of its Property Tax Business to Ryan, LLC
December 30, 2024
From
Altus Group Limited
Via
GlobeNewswire
Altus Group Recognized as One of Greater Toronto’s Top Employers for 2025
December 04, 2024
From
Altus Group Limited
Via
GlobeNewswire
Altus Group Releases Inaugural U.S. Investment & Transactions Quarterly Report
November 19, 2024
Comprehensive overview of national transaction activity by volume, price, size, and sector
From
Altus Group Limited
Via
GlobeNewswire
Altus Group Releases its Q3 2024 Pan-European Dataset Analysis on CRE Valuation Trends
November 13, 2024
Commercial property values turn positive in Q3 2024, ending a two-year period of write downs
From
Altus Group Limited
Via
GlobeNewswire
Altus Group Reports Q3 2024 Financial Results and Quarterly Dividend
November 07, 2024
Analytics Posts Recurring Revenue Growth and Margin Expansion
From
Altus Group Limited
Via
GlobeNewswire
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