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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
Tamar Advisors
Own Your Practice
Letter to Clients
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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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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS 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 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
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MPWR INVESTOR ALERT: Investors of Monolithic Power Systems, Inc. (MPWR) are Encouraged to Contact Kaplan Fox Before Lead Plaintiff Deadline on April 7, 2025
March 25, 2025
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HESAI ALERT: Kaplan Fox & Kilsheimer LLP is Investigating Hesai Group (HSAI) for Potential Securities Law Violations
March 25, 2025
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ELF DEADLINE: Investors of e.l.f. Beauty, Inc. (ELF) Are Encouraged to Contact Kaplan Fox Before the Lead Plaintiff Deadline on May 5, 2025
March 25, 2025
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MRVI DEADLINE: Investors of Maravai LifeSciences Holdings, Inc. (MRVI) Are Encouraged to Contact Kaplan Fox Before the Lead Plaintiff Deadline on May 5, 2025
March 25, 2025
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IBTA ALERT: Kaplan Fox & Kilsheimer LLP is Investigating Ibotta, Inc. (IBTA) for Potential Securities Law Violations
March 25, 2025
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IBTA INVESTIGATION REMINDER: Ibotta Faces Potential Securities Law Violations - Contact Kaplan Fox & Kilsheimer LLP
March 24, 2025
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HSAI ALERT: Kaplan Fox & Kilsheimer LLP is Investigating Hesai Group (HSAI) for Potential Securities Law Violations
March 24, 2025
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Kaplan Fox Alerts Ready Capital Corporation (RC) Investors to a Securities Class Action Lawsuit - Deadline is May 5, 2025
March 24, 2025
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IBTA INVESTIGATION ALERT: Ibotta Faces Potential Securities Law Violations - Contact Kaplan Fox & Kilsheimer LLP
March 22, 2025
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HESAI GROUP Investors Are Encouraged to Contact Kaplan Fox & Kilsheimer LLP Regarding Potential Securities Law Violations
March 22, 2025
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READY CAPITAL DEADLINE: Investors Are Encouraged to Contact Kaplan Fox Before the Lead Plaintiff Deadline on May 5, 2025
March 22, 2025
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HESAI GROUP Is Being Investigated for Potential Securities Law Violations Contact Kaplan Fox & Kilsheimer LLP
March 21, 2025
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READY CAPITAL Deadline to Lead in Securities Fraud Lawsuit is May 5, 2025 Contact Kaplan Fox & Kilsheimer LLP
March 21, 2025
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IBTA SECURITIES INVESTIGATION: Kaplan Fox & Kilsheimer LLP is Investigating Ibotta, Inc. (IBTA) for Potential Securities Law Violations
March 21, 2025
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IBOTTA ALERT: Kaplan Fox & Kilsheimer LLP is Investigating Ibotta, Inc. (IBTA) for Potential Securities Law Violations
March 20, 2025
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Kaplan Fox & Kilsheimer LLP is Investigating Potential Securities Law Violations Against Hesai Group (HSAI)
March 20, 2025
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Deadline to Lead in Securities Fraud Lawsuit Against Ready Capital Corporation (RC) is May 5, 2025 - Contact Kaplan Fox & Kilsheimer LLP
March 20, 2025
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Kaplan Fox & Kilsheimer LLP is Investigating Hesai Group (HSAI) for Potential Securities Law Violations
March 19, 2025
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Kaplan Fox & Kilsheimer LLP Alerts Investors to a Securities Class Action Against Ready Capital Corporation (RC) - Deadline is May 5, 2025
March 19, 2025
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XPONENTIAL FITNESS Is Being Investigated for Potential Securities Law Violations Contact Kaplan Fox & Kilsheimer LLP
March 17, 2025
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Kaplan Fox Alerts e.l.f. Beauty, Inc. (ELF) Investors to a Securities Class Action Lawsuit - Deadline is May 5, 2025
March 17, 2025
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Kaplan Fox Alerts TransMedics Group, Inc. (TMDX) Investors to a Securities Class Action Lawsuit - Deadline is April 15, 2025
March 17, 2025
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DEADLINE TOMORROW: Kaplan Fox Reminds Investors of a Deadline for a Securities Class Action Lawsuit Against Innovative Industrial Properties (IIPR)
March 17, 2025
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Kaplan Fox Alerts Maravai LifeSciences Holdings, Inc. (MRVI) Investors to a Securities Class Action Lawsuit - Deadline is May 5, 2025
March 17, 2025
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Kaplan Fox Alerts Skyworks Solutions, Inc. (SWKS) Investors to a Securities Class Action Lawsuit - Deadline is May 5, 2025
March 17, 2025
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SHAREHOLDER ALERT: Kaplan Fox & Kilsheimer LLP Alerts Investors to a Securities Class Action Against Monolithic Power Systems, Inc. (MPWR) - Deadline is April 7, 2025
March 17, 2025
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SHAREHOLDER ALERT: Kaplan Fox & Kilsheimer LLP Alerts Investors to a Securities Class Action Against Crocs, Inc. (CROX) - Deadline is March 24, 2025
March 17, 2025
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DEADLINE TOMORROW: Kaplan Fox Reminds Investors of a Deadline for a Securities Class Action Lawsuit Against FTAI Aviation Ltd. (FTAI)
March 17, 2025
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SHAREHOLDER ALERT: Kaplan Fox & Kilsheimer LLP Alerts Investors to a Securities Class Action Against TELUS International (Cda) Inc. (TIXT) - Deadline is March 31, 2025
March 17, 2025
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SHAREHOLDER ALERT: Kaplan Fox & Kilsheimer LLP Alerts Investors to a Securities Class Action Against Polestar Automotive Holding UK PLC (PSNY) - Deadline is March 31, 2025
March 17, 2025
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