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about us
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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
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Own Your Practice
Letter to Clients
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contact us
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Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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Client Information
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Sample Portfolio
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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
INDEX FUNDS
Total Asset Fund (TAF)
TAF® Program
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Client Contact with Portfolio Manager(s)
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Total Asset Fund (TAF sm) Presentation
MVS
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Market Value Securities (MVS sm) Presentation
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Events History
Investing During Uncertain Times
Read FULL Seminar Here
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Lieff Cabraser; Epps, Holloway; CohenMalad; Wagstaff & Cartmell; and Morgan & Morgan Announce Filing of Class Action Against Textron Aviation Over Alleged Cessna CJ4 Aircraft Corrosion Defect
September 03, 2025
From
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National Plaintiffs’ Law Firm Lieff Cabraser Announces Cessna Citation CJ4 Corrosion Defect Investigation
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Lieff Cabraser & Farella Braun + Martel Announce That University of California Researchers Have Filed a Class Action Lawsuit Against the Trump Administration for the Illegal and Unconstitutional Termination of Critical Research Grants
June 05, 2025
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Lieff Cabraser Files Lawsuit Stemming From Deadly Medical Experimentation On Cancer Patients
March 13, 2025
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Lieff Cabraser Heimann & Bernstein, Lead Lawyers from 2017 and 2018 SoCal Fires Litigation, Announce Filing of New Injury Action Against SoCal Edison on the January 2025 Eaton Wildfire
February 04, 2025
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MGP Ingredients, Inc. Investors: February 14, 2025 Filing Deadline in Securities Class Action – Contact Lieff Cabraser
December 23, 2024
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MGPI
Dentsply Sirona Inc. Investors: January 27, 2025 Filing Deadline in Securities Class Action – Contact Lieff Cabraser
December 13, 2024
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PACS Group, Inc. Investors: January 13, 2025 Filing Deadline in Securities Class Action – Contact Lieff Cabraser
December 04, 2024
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PACS
Evolv Technologies Holdings, Inc. Investors: December 31, 2024 Filing Deadline in Securities Class Action – Contact Lieff Cabraser
November 15, 2024
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Lieff Cabraser and Grant & Eisenhofer, Lead Lawyers from Norfolk Southern East Palestine Toxic Spill Litigation, File Federal Class Action Against Conyers, Georgia BioLab Over September 29, 2024 Chemical Explosion and Plume
October 03, 2024
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ZoomInfo Investors: November 4, 2024 Filing Deadline in Securities Class Action – Contact Lieff Cabraser
September 27, 2024
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Super Micro Computer Investors: October 29, 2024 Filing Deadline in Securities Class Action – Contact Lieff Cabraser
September 20, 2024
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Lieff Cabraser and Equal Rights Advocates Announce Court Upholds Gender Discrimination Lawsuit Against Vassar College
September 16, 2024
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Vestis Corporation Investors: July 16, 2024 Filing Deadline in Securities Class Action – Contact Lieff Cabraser
June 20, 2024
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Lieff Cabraser Partner Brendan Glackin Announces $700 Million Settlement with Google over Play Store Misconduct
December 19, 2023
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Lieff Cabraser and Nigh Goldenberg Announce the Filing of a Personal Injury Lawsuit Against Uber Technologies Inc. for Harassment, Attack, Sexual Assault, and Battery by Uber Driver
September 28, 2023
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Lieff Cabraser & Cowan, DeBaets File Federal Class Action Copyright Infringement Suit in New York District Court Against OpenAI on Behalf of Authors Guild and Professional Authors
September 20, 2023
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Equal Rights Advocates and Lieff Cabraser Announce Class Action Lawsuit by Women Vassar Professors Over College’s Gender Pay Gap
August 30, 2023
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RTX Investors: 10/2/2023 Filing Deadline in Securities Class Action – Contact Lieff Cabraser
August 29, 2023
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RTX Investors: October 2, 2023 Filing Deadline in Securities Class Action – Contact Lieff Cabraser
August 28, 2023
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SentinelOne Investors: 8/7/2023 Filing Deadline in Securities Class Action – Contact Lieff Cabraser
July 27, 2023
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SentinelOne Investors: August 7, 2023 Filing Deadline in Securities Class Action – Contact Lieff Cabraser
July 25, 2023
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NovoCure Investors: August 18, 2023 Filing Deadline in Securities Class Action – Contact Lieff Cabraser
July 03, 2023
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NVCR
NovoCure Investors: August 18, 2023 Filing Deadline in Securities Class Action – Contact Lieff Cabraser
June 29, 2023
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Beyond Meat Investors: 7/10/2023 Filing Deadline in Securities Class Action – Contact Lieff Cabraser
June 12, 2023
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Beyond Meat Investors: July 10, 2023 Filing Deadline in Securities Class Action – Contact Lieff Cabraser
June 08, 2023
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Canopy Growth Investors: 7/24/2023 Filing Deadline in Securities Class Action – Contact Lieff Cabraser
June 06, 2023
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Canopy Growth Investors: July 24, 2023 Filing Deadline in Securities Class Action – Contact Lieff Cabraser
June 05, 2023
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Cutera Investors: 7/24/2023 Filing Deadline in Securities Class Action – Contact Lieff Cabraser
June 05, 2023
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CUTR
NextEra Energy Investors: 7/25/2023 Filing Deadline in Securities Class Action – Contact Lieff Cabraser
June 05, 2023
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