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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
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Own Your Practice
Letter to Clients
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contact us
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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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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
Total Asset Fund (TAF sm) Presentation
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Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
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Whirlpool Corporation Named One of America's Most Just Companies for 2022
January 11, 2022
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Guiding the Next Generation: Boys & Girls Clubs of America and Maytag Honor Dependable Club Leaders
January 11, 2022
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Whirlpool Corporation Cleveland, Tennessee Plant Operations Host Inaugural Appliance Sale to Benefit Local United Way
January 06, 2022
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Whirlpool Corporation Poll Reveals What Consumers Really Want-Innovations That Improve Life at Home and the Planet
January 05, 2022
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Whirlpool Corporation's Fall River Operations Team Gives Back This Holiday Season
January 04, 2022
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Whirlpool Corporation's Findlay Operations to Support 50th Habitat for Humanity Home Build in Hancock County
December 28, 2021
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Whirlpool Corporation UK Announces New House + Home Initiative with Habitat for Humanity GB
December 23, 2021
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Whirlpool Corporation Partners With Habitat for Humanity International and Indiana University
December 20, 2021
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Benton Harbor Hosts First Community Pitch Competition
December 17, 2021
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Whirlpool Corporation Sponsors Habitat for Humanity Asia-Pacific Housing Forum
December 14, 2021
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Whirlpool Corporation's LAR North Team Donated 110 Electrical Appliances as Part of Whirlpool's 110 Year Anniversary Celebration
December 10, 2021
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Whirlpool Corporation Rises to Number Four in Newsweek's Ranking of America's Most Responsible Companies for 2022
December 08, 2021
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Whirlpool Corporation Announces Over $65M of Investments in Ottawa, Ohio Plant Operations, Including the Addition of 100+ More Jobs
December 02, 2021
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Whirlpool Corporation Works With American Corporate Partners to Help Veterans Find Their Next Career
November 30, 2021
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Whirlpool Corporation Named to 2021 Dow Jones Sustainability Indices
November 18, 2021
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Giving Hope Through Housing
November 16, 2021
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Breaking Down Language Barriers
November 09, 2021
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Whirlpool Corporation's Global Inclusion Week Creates Sense of Belonging for 78,000 Employees Around the World for Third Straight Year
November 04, 2021
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Students and Faculty at IU and Kelley Build Home With Whirlpool and Habitat for Humanity
November 02, 2021
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Whirlpool Corporation's 'Real Whirled' Sales Development Program Donates Contents of Training Condo to Berrien County Emergency Shelter Services
October 28, 2021
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New Biking Trails Proposed for Southwest Michigan
October 26, 2021
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Cornerstone Alliance
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Maytag Introduces New 'Feel Good Fridge' Initiative to Help Provide Dependable Access to Healthy Food for Children
October 21, 2021
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Whirlpool Corporation Appliance Donation Aids Southwest Michigan Community Action Agency in Their Mission To Support Those in Need
October 19, 2021
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Eliminating the 'Paper Trail'
October 14, 2021
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Whirlpool Corporation Named to Forbes' 2021 List of 'World's Best Employers'
October 12, 2021
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Whirlpool Corp and Bauknecht Brand Work Quickly, Donate 600 Kitchen and Laundry Appliances to Germany's Flooded Communities
October 12, 2021
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Whirlpool Corporation's Eddy Childhood Development Center Celebrates Two-year Anniversary
October 06, 2021
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Whirlpool Corporation Recognizes Manufacturing Day 2021 by Celebrating U.S. Plant Work Force
October 01, 2021
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Whirlpool Brand Brings Care Counts™ Laundry Program to Benton Harbor Area Schools
September 29, 2021
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Whirlpool Converts it's Nuevo Leon, Mexico, Facility Into a Vaccination Center
September 22, 2021
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