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TSL's Turnkey Operation Platform
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EVENTS
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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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Latest News about SimpleNexus
Recent news which mentions SimpleNexus
SimpleNexus Chief Customer Officer Andria Lightfoot earns a spot on National Mortgage Professional’s 40 Under 40 lineup
December 14, 2021
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SimpleNexus’ Shane Westra and Suzy Djilas recognized for outstanding leadership in mortgage technology
December 07, 2021
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SimpleNexus makes third consecutive appearance on Deloitte Technology Fast 500™, ranking number 292
December 02, 2021
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SimpleNexus helps lenders better serve Spanish-speaking borrowers with launch of Nexus Bilingual
November 08, 2021
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From
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SimpleNexus’ Mortgage Loan Compensation Report for Q3 2021 shows year-over-year decline in individual LO commission led by waning refi volume
November 02, 2021
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SimpleNexus recognized for a third year as one of Utah’s fastest-growing companies in three independent rankings
October 20, 2021
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fastest/growing Utah companies
From
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SimpleNexus is acquiring LBA Ware
October 15, 2021
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From
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SimpleNexus debuts in-app payments with Nexus Pay at MBA Annual21
October 13, 2021
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Innovative approach to digital home loan experience propels SimpleNexus to market-leading adoption by loan originators and consumers
October 07, 2021
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SimpleNexus CEO Cathleen Schreiner Gates honored by HousingWire for outstanding leadership in mortgage technology
October 01, 2021
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LEHI, Utah
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SimpleNexus rounds out its Nexus Closing eMortgage solution with DocMagic’s eVault and eNote technologies, enabling fully digital loan closings
September 23, 2021
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From
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SimpleNexus is certified as eClosing solution provider by Fannie Mae and Freddie Mac
September 02, 2021
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SimpleNexus CFO and COO Kevin McKenzie honored as a HousingWire 2021 Insiders Awards winner
September 01, 2021
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SimpleNexus lands on the 2021 Inc. 5000, marking its fourth consecutive year on the list
August 17, 2021
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homeownership platform
From
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SimpleNexus Director of Sales Engineering Tracy Farber selected as NEXT 2021 Powerhouse Awards winner
August 09, 2021
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From
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SimpleNexus ranks 47 out of 100 on Fast Company’s worldwide list of the Best Workplaces for Innovators
August 05, 2021
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From
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SimpleNexus Founder Matt Hansen selected as finalist for EY Entrepreneur Of The Year Utah Region
July 30, 2021
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Mortgage Banker names SimpleNexus CEO Cathleen Schreiner Gates to list of 2021 Powerful Women of Mortgage Banking
July 27, 2021
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Utah Business
LEHI, Utah
From
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SimpleNexus expands C-suite under leadership of Cathleen Schreiner Gates
July 20, 2021
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