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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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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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Sample Portfolio
Back Dated Performance Reports
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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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Event Schedule
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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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KeyBank, Buffalo GoGreen and African Heritage Food Co-Op Team Up To Bring Farmers Market to East Buffalo Neighborhood
September 07, 2022
Tickers
KEY
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Social Impact & Volunteering
Buffalo GoGreen
NYSE: KEY
From
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Keybank Makes $250,000 Grant in Support of Warren Village Single Parent Self-Sufficiency Program
September 01, 2022
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KeyBank Teammate Provides Food and Hope To Buffalo Community After Tragedy
August 29, 2022
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KeyBank Neighbors Make a difference day
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KeyBank Volunteers Assemble and Donate Blankets to the Child Advocacy Center at BestSelf in Buffalo, NY
August 24, 2022
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NYSE: KEY
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$500,000 Investment From KeyBank Foundation To Assist BIPOC Businesses and DEI Efforts in New York's Capital Region
August 22, 2022
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Fairstead and KeyBank Announce Acquisition of Affordable Housing Portfolio in Kentucky
August 16, 2022
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KeyBank Invests $10,000 to Support Emergency Shelter and Rehousing Program in Grand Rapids, Michigan
August 09, 2022
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Pathway Home
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KeyBank National Community Benefits Plan
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KeyBank and the First Niagara Foundation Donate $100,000 to Matt Urban Hope Center's Initiative to Provide Healthy Meals for Community Residents
August 05, 2022
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KeyBank Announces $300,000 Grant to Africatown Community Land Trust
August 03, 2022
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Africatown Community Land Trust
NYSE: KEY
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KeyBank Foundation Supports Pittsburgh Promise with $500,000 Grant
August 01, 2022
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Brian Maddox, Community Development Financial Institutions Leader, Talks KeyBank's Commitment To Equitable Path Forward
July 25, 2022
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KeyBank CDLI
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Handshake Recognizes KeyBank With Early Talent Award
July 18, 2022
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In Central Indiana, KeyBank Teammates Step Up To Help Their Community on Neighbors Make the Difference Day
July 14, 2022
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KeyBank Teammates Contribute During Annual Neighbors Make the Difference Day
July 12, 2022
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#NeighborsDay
Neighbors Make the Difference Day
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KeyBank's Trina Evans Receives 2022 Women of Note Award From Crain's Cleveland Business
July 05, 2022
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NYSE: KEY
2022 Women of Note Award
Trina Evans
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KeyBank Foundation Invests Half a Million Dollars in the Presidents' Council's Comprehensive Capacity Building Program
July 01, 2022
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The Presidents Council
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Diversity & Inclusion
From
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KeyBank Invests in Collaborative Economic Development Strategy for Economically Distressed Areas of Buffalo, Niagara Falls and Rochester
June 23, 2022
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First Niagara Foundation
socially responsible investment
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KeyBank, NeighborWorks and The Fair Housing Center Celebrate First Closed Loan in Program to Expand Access to Home Loans for Single-family Properties Throughout Toledo
June 21, 2022
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The Fair Housing Center
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KeyBank Celebrates Juneteenth
June 17, 2022
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equity
inclusion
african american community
From
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KeyBank Recognized as One of the 50 Most Community-Minded Companies in the United States for Ninth Consecutive Year
June 16, 2022
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The Civic 50 List
KeyBank Community Benefits Plan
Points of Light
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KeyBank Feeds 200 Families at KeyBus Kickoff Event in Buffalo
June 09, 2022
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Buffalo Go Green
Food Insecurity
Community Assistance
From
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KeyBank Provides $20 Million To Advance Racial Equity With Real Estate Development
June 08, 2022
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Equitable Path Forward
NYSE: KEY
KeyBank CDLI
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KeyBank's Key4Women, TheWMarketplace, UW and UWT To Host Women-Owned Business Pitch Contest
June 07, 2022
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KEY
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University of Washington Foster School of Business
Key4Women
Philanthropy & Cause Initiatives
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Key4Women and SCORE Cleveland Sponsor Women-Owned Business Pitch Contest
June 03, 2022
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KEY
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DEI
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SCORE Cleveland
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Americans' Credit Scores Rise With Help From KeyBank Secured Credit Card
June 02, 2022
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FICO
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KeyBank Employees Ready to Volunteer on 2022 Neighbors Make the Difference Day
May 31, 2022
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NYSE: KEY
From
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KeyBank Donates $450,000 to Two Canton Non-Profit Organizations for the Revitalization of Shorb Neighborhood
May 26, 2022
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NYSE: KEY
billion National Community Benefits Plan
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KeyBank Foundation Invests $300,000 in Bitwise Industries Toledo to Promote Social and Fiscal Mobility Through Technical Training
May 24, 2022
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KEY
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Sustainable Finance & Socially Responsible Investment
The KeyBank Foundation
DEI
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Investing in Communities: KeyBank Exceeds Community Benefits Plan Financial Commitments
May 20, 2022
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From
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KeyBank Continues Support for Columbus-Based Affordable Housing Program, Move To PROSPER
May 18, 2022
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KEY
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Move to PROSPER
NYSE: KEY
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