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Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
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Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
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Own Your Practice
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contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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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
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Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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Event Schedule
TAM
Event Schedule
Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
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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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Kaplan Fox Alerts Unicycive Therapeutics, Inc. (UNCY) Investors to a Securities Class Action Lawsuit - Deadline is October 14, 2025
August 26, 2025
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Kaplan Fox Alerts Investors to a Securities Class Action Against SelectQuote, Inc. (SLQT) - Deadline is October 10, 2025
August 26, 2025
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Kaplan Fox Alerts Investors of KinderCare Learning Companies, Inc. (KLC) to a Securities Class Action Deadline on October 14, 2025
August 26, 2025
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Kaplan Fox Reminds Investors of Simulations Plus, Inc. (SLP) to an Investigation of Potential Securities Law Violations
August 26, 2025
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Kaplan Fox Seeks Recovery for Investors in Easterly ROCMuni High Income Municipal Bond Fund -- Class Action Filed on Behalf of RMJAX, RMHVX, RMHIX, GSTFX, GSTEX and GSTAX Shareholders
August 04, 2025
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Kaplan Fox Has Filed a Class Action to Recover Losses for Investors in the Easterly ROCMuni High Income Municipal Bond Fund With Expanded Class Period of July 29, 2022 Through June 12, 2025 -- RMJAX;
July 28, 2025
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Kaplan Fox Files Class Action to Recover Losses for Investors in the Easterly ROCMuni High Income Municipal Bond Fund With Expanded Class Period of July 29, 2022 through June 12, 2025 -- RMJAX; RMHVX;
July 24, 2025
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Prominent Trial Lawyers Ariana J. Tadler and A.J. de Bartolomeo Join Kaplan Fox & Kilsheimer LLP as Of Counsel
July 23, 2025
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Kaplan Fox Continues to Alert Investors of Western Asset Management (WAMCO) to a Class Action Deadline on September 2, 2025
July 14, 2025
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Kaplan Fox Encourages Investors of Western Asset Management (WAMCO) to Contact the Firm Before Lead Plaintiff Deadline on September 2, 2025
July 12, 2025
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Kaplan Fox Alerts Investors of Western Asset Management (WAMCO) Core or Core Plus Mutual Funds to a Securities Class Action Deadline on September 2, 2025
July 11, 2025
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Investor Notice: Kaplan Fox Issues Alert Regarding Class Action Against Hims & Hers Health, Inc. (HIMS)
July 04, 2025
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Deadline is July 14, 2025 to Lead in Securities Class Action Against Iovance Biotherapeutics, Inc. (IOVA) - Contact Kaplan Fox
July 03, 2025
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Kaplan Fox Alerts Investors of a Securities Class Action Deadline Against Hims & Hers Health, Inc. (HIMS) on August 25, 2025
July 03, 2025
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Deadline is July 8, 2025 to Lead in Securities Class Action Against Compass Diversified Holdings, Inc. (CODI) - Contact Kaplan Fox
July 03, 2025
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Kaplan Fox Reminds Hims & Hers Health, Inc. (HIMS) Investors of a Securities Class Action Deadline on August 25, 2025
July 02, 2025
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Deadline to Lead in Securities Class Action Against Compass Diversified Holdings, Inc. (CODI) is July 8, 2025 - Contact Kaplan Fox
July 02, 2025
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Kaplan Fox & Kilsheimer LLP is Investigating Unicycive Therapeutics, Inc. (UNCY) for Potential Securities Law Violations
June 30, 2025
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Kaplan Fox Continues to Alert Investors of Hims & Hers Health, Inc. (HIMS) to a Class Action Deadline on August 25, 2025
June 30, 2025
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Deadline Approaching for Investors of Compass Diversified Holdings, Inc. (CODI) - Contact Kaplan Fox Before July 8, 2025
June 30, 2025
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Kaplan Fox Alerts Compass Diversified Holdings (CODI) Investors to a Securities Class Action Lawsuit - Deadline is July 8, 2025
June 28, 2025
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Kaplan Fox Encourages Investors of Hims & Hers Health, Inc. (HIMS) to Contact the Firm Before Lead Plaintiff Deadline on August 25, 2025
June 28, 2025
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Lead Plaintiff Deadline is July 14, 2025 for Investors of Iovance Biotherapeutics, Inc. (IOVA) - Contact Kaplan Fox
June 28, 2025
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Kaplan Fox Alerts Investors of Hims & Hers Health, Inc. (HIMS) to a Securities Class Action Deadline on August 25, 2025
June 26, 2025
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Lead Plaintiff Deadline is July 8, 2025 for Investors of Compass Diversified Holdings (CODI) - Contact Kaplan Fox
June 25, 2025
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Deadline Approaching for Investors of Iovance Biotherapeutics, Inc. (IOVA) - Contact Kaplan Fox Before July 14, 2025
June 23, 2025
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Securities Class Action Lawsuit Against Compass Diversified Holdings (CODI) - Contact Kaplan Fox Before Deadline on July 8, 2025
June 23, 2025
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Kaplan Fox Alerts Investors to a Deadline for a Securities Fraud Class Action Lawsuit Against Iovance Biotherapeutics, Inc. (IOVA) - Contact Kaplan Fox Before July 14, 2025
June 18, 2025
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Kaplan Fox Reminds Fortrea Holdings Inc. (FTRE) Investors of a Securities Class Action Deadline on August 1, 2025
June 14, 2025
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Securities Class Action Lawsuit Against Ibotta, Inc. (IBTA) Contact Kaplan Fox Before Deadline on June 16, 2025
June 14, 2025
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