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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
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Own Your Practice
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contact us
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Fixed Income Portfolio (FIP)
FIP Program
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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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Back Dated Performance Reports
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Market Value Securities (MVS)
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
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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
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
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Event Schedule
TAM
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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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WBA DEADLINE FOR LEADERSHIP is March 31, 2025 in a Securities Fraud Lawsuit - Contact Kaplan Fox
February 15, 2025
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PSNY DEADLINE FOR LEADERSHIP is March 31, 2025 in a Securities Fraud Lawsuit - Contact Kaplan Fox
February 15, 2025
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TIXT DEADLINE FOR LEADERSHIP is March 31, 2025 in a Securities Fraud Lawsuit - Contact Kaplan Fox
February 15, 2025
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CROX DEADLINE FOR LEADERSHIP is March 24, 2025 in a Securities Fraud Lawsuit - Contact Kaplan Fox
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INNOVATIVE INDUSTRIAL PROPERTIES INVESTOR ALERT: Kaplan Fox Alerts Investors of a Class Action Deadline on March 18, 2025
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REVANCE THERAPEUTICS INVESTOR ALERT: Kaplan Fox Alerts Investors of a Class Action Deadline on March 4, 2025
February 15, 2025
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NXT DEADLINE FOR LEADERSHIP is February 25, 2025 in a Securities Fraud Lawsuit - Contact Kaplan Fox
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FLNC ALERT: Kaplan Fox & Kilsheimer LLP is Investigating Fluence Energy, Inc. (FLNC) for Potential Securities Law Violations
February 15, 2025
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JOINT STOCK COMPANY KASPI.KZ INVESTOR ALERT: Kaplan Fox Alerts Investors of a Class Action Deadline on February 18, 2025
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February 15, 2025
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MPWR CLASS ACTION DEADLINE: Kaplan Fox Reminds Investors of a Class Action Lawsuit Against Monolithic Power Systems, Inc. (MPWR) and Lead Plaintiff Deadline on April 7, 2025
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WBA CLASS ACTION DEADLINE: Kaplan Fox Reminds Investors of a Class Action Lawsuit Against Walgreens Boots Alliance, Inc. (WBA) and Lead Plaintiff Deadline on March 31, 2025
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PSNY CLASS ACTION DEADLINE: Kaplan Fox Reminds Investors of a Class Action Lawsuit Against Polestar Automotive Holding UK PLC (PSNY) and Lead Plaintiff Deadline on March 31, 2025
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TIXT CLASS ACTION DEADLINE: Kaplan Fox Reminds Investors of a Class Action Lawsuit Against TELUS International (Cda) Inc. (TIXT) and Lead Plaintiff Deadline on March 31, 2025
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CROX CLASS ACTION DEADLINE: Kaplan Fox Reminds Investors of a Class Action Lawsuit Against Crocs, Inc. (CROX) and Lead Plaintiff Deadline on March 24, 2025
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IIPR SHAREHOLDER ALERT: Deadline to Lead in Securities Fraud Lawsuit Against Innovative Industrial Properties, Inc. (IIPR) is March 18, 2025 - Contact Kaplan Fox
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RVNC SHAREHOLDER ALERT: Deadline to Lead in Securities Fraud Lawsuit Against Revance Therapeutics, Inc. (RVNC) is March 4, 2025 - Contact Kaplan Fox
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NXT CLASS ACTION DEADLINE: Kaplan Fox Reminds Investors of a Class Action Lawsuit Against Nextracker Inc. (NXT) and Lead Plaintiff Deadline on February 25, 2025
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FLUENCE ENERGY Investors Are Encouraged to Contact Kaplan Fox & Kilsheimer LLP Regarding Potential Securities Law Violations
February 14, 2025
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KSPI SHAREHOLDER ALERT: Deadline to Lead in Securities Fraud Lawsuit Against Joint Stock Company Kaspi.kz (KSPI) is February 18, 2025 - Contact Kaplan Fox
February 14, 2025
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Kaplan Fox Alerts Investors to a Deadline for a Securities Fraud Class Action Lawsuit Against Applied Therapeutics (APLT)
February 14, 2025
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MONOLITHIC POWER SYSTEMS DEADLINE FOR LEADERSHIP is April 7, 2025 in a Securities Fraud Lawsuit - Contact Kaplan Fox & Kilsheimer LLP
February 13, 2025
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WALGREENS DEADLINE FOR LEADERSHIP is March 31, 2025 in a Securities Fraud Lawsuit - Contact Kaplan Fox & Kilsheimer LLP
February 13, 2025
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POLESTAR AUTOMOTIVE DEADLINE FOR LEADERSHIP is March 31, 2025 in a Securities Fraud Lawsuit - Contact Kaplan Fox & Kilsheimer LLP
February 13, 2025
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TELUS INTERNATIONAL DEADLINE FOR LEADERSHIP is March 31, 2025 in a Securities Fraud Lawsuit - Contact Kaplan Fox & Kilsheimer LLP
February 13, 2025
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CROCS DEADLINE FOR LEADERSHIP is March 24, 2025 in a Securities Fraud Lawsuit - Contact Kaplan Fox & Kilsheimer LLP
February 13, 2025
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Kaplan Fox Alerts Innovative Industrial Properties Investors to a Securities Class Action Lawsuit - Deadline is March 18, 2025
February 13, 2025
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Kaplan Fox Alerts Revance Therapeutics Investors to a Securities Class Action Lawsuit - Deadline is March 4, 2025
February 13, 2025
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NEXTRACKER DEADLINE FOR LEADERSHIP is February 25, 2025 in a Securities Fraud Lawsuit - Contact Kaplan Fox & Kilsheimer LLP
February 13, 2025
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FLUENCE ENERGY Is Being Investigated for Potential Securities Law Violations - Contact Kaplan Fox & Kilsheimer LLP
February 13, 2025
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