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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
Client Information
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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
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Event Schedule
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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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Appalachian Community Capital Receives $1M Grant From Truist Foundation to Strengthen and Stabilize Diverse Small Businesses
November 10, 2021
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Truist Recognizes National Veterans and Military Families Month
November 04, 2021
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October 26, 2021
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$2M Grant to UNC-Chapel Hill Program Will Rebuild, Fortify Local Economies Across North Carolina and Beyond
October 20, 2021
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In Case You Missed It: Creating Equitable Access to Capital for Black-Owned Businesses
October 18, 2021
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Truist Celebrates National Disability Employment Awareness Month
October 08, 2021
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Faith and Financing Create Better Care for Atlanta's Homeless
September 27, 2021
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Truist Executive Leaders Spend Time with Small Businesses
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Truist Teammates Prop up a Hoop to Help
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Truist Celebrates Hispanic Heritage Month
September 17, 2021
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Saving One of D.C.'s Oldest Hardware Stores
September 16, 2021
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How Hank Aaron Helped Others Keep Swinging
September 14, 2021
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Truist and EVERFI Launch No-Cost Early Literacy Program for Educators, Families and Community-Based Organizations
September 10, 2021
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Truist and EVERFI Bring No-Cost Early Literacy Digital Education to Teachers, Families and Communities Nationwide
August 24, 2021
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Grameen America Receives a $1.5 Million Grant From Truist Foundation to Empower Black Women Entrepreneurs
August 17, 2021
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Grameen America Receives a $1.5 Million Grant From Truist Foundation to Empower Black Women Entrepreneurs
August 17, 2021
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Truist Answers the Call for Financial Literacy for All
August 06, 2021
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Business Expansion Funding Corporation Announced As Cornersquare Community Capital’s Newest CDFI Partner
August 05, 2021
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Business Expansion Funding Corporation Announced As Cornersquare Community Capital’s Newest CDFI Partner
August 05, 2021
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Small Businesses Recover Through New Sources of Capital
August 03, 2021
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Small Businesses Recover Through New Sources of Capital
August 03, 2021
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How One Person's Walk Sparked Lasting Change for Many
August 02, 2021
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How One Person's Walk Sparked Lasting Change for Many
August 02, 2021
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How Truist Foundation Helped Black-Owned Businesses Stay Afloat During the Pandemic
July 30, 2021
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How Truist Foundation Helped Black-Owned Businesses Stay Afloat During the Pandemic
July 30, 2021
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Truist Highlights ESG and Diversity, Equity, and Inclusion Progress in 2020 CSR and ESG Report
July 29, 2021
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July 29, 2021
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A Racial Equity Program Meets the Moment
July 28, 2021
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A Racial Equity Program Meets the Moment
July 28, 2021
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