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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
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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Back Dated Performance Reports
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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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TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
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Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
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Truist Invests $5.3 Million in UNC Charlotte to Launch Truist Institute for Student Success
April 19, 2022
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March 08, 2022
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Truist WORD Force Magically Transforms Reading Lessons into a Fun Game
March 07, 2022
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March 04, 2022
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March 02, 2022
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An Entrepreneur Hits Her Stride With the Help of Operation HOPE
February 18, 2022
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Truist Foundation Launches Inspire Awards In Partnership With MIT Solve to Support Nonprofits Helping BIPOC and Women-owned Small Businesses Thrive
February 16, 2022
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February 11, 2022
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Truist Earns Top Score in Human Rights Campaign Foundation's 2022 Corporate Equality Index
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Fortune Magazine Names Truist to World's Most Admired Companies List
February 03, 2022
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February 01, 2022
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Truist Foundation Grant Supports United Way Worldwide's Launch of MyFreeTaxes in English and Spanish for 2022 Tax Season
January 31, 2022
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Truist Announces Goal of Net Zero Greenhouse Gas Emissions by 2050
January 27, 2022
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Truist Ranks Among America's Most 'JUST' Companies
January 13, 2022
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Truist Commits $1.25M to UGA Innovation District
January 07, 2022
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Truist Foundation President Lynette Bell Discusses Corporate Giving and More On Untapped Philanthropy Podcast
December 22, 2021
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December 20, 2021
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From Firebombs to Parks: An East Lake Atlanta Woman's Lifelong Fight
December 13, 2021
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St. Thomas University College of Law, Ben Crump Announce Center for Social Justice
December 02, 2021
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Thurgood Marshall College Fund and Truist Launch $3 Million Scholarship Program to Support HBCU Students
November 29, 2021
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Truist Board Members Honored and Diversity, Equity and Inclusion Commitment Recognized with Awards
November 18, 2021
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Truist Ignites Purpose...YEAH!
November 12, 2021
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