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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
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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)
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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
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Financial Planning
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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
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Additional Information
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Back Dated Performance Reports
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Event Schedule
Total Asset Fund (TAF sm) Presentation
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Market Value Securities (MVS sm) Presentation
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Investing During Uncertain Times
Read FULL Seminar Here
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MSC Industrial Delivers Mixed Q2: Sales Slide, EPS Tops Estimates, Outlook Remains Cautious
April 03, 2025
Tickers
ERNZ
MSM
NEWS
OUSM
Tags
Equities
Benzinga
Movers
From
Benzinga
Kevin O'Leary Says 'Nobody Likes Volatility'—But Investors Must 'Hold Their Nose' And Buy 'When There's Blood In The Streets'
March 19, 2025
Tickers
NEWS
OUSA
OUSM
Tags
OUSA
Benzinga
Startups Access
From
Benzinga
Donaldson Beats On Q1 Earnings On Strong Volumes, Reaffirms FY25 Guidance
December 03, 2024
Tickers
DCI
HSMV
NEWS
OUSM
Tags
Guidance
Dividends
why it's moving
From
Benzinga
MSC Industrial Q4 Misses Consensus, Net Sales Fall 8% Amid Heavy Manufacturing Weakness
October 24, 2024
Tickers
AIRR
MSM
NEWS
OUSM
Tags
MSM
AIRR
Guidance
From
Benzinga
This Small-Cap ETF Sending Buy Signal Amid Rate Cut Glow
October 01, 2024
Tickers
ALPS
OUSM
Tags
small/cap etf
ALPS
ETF Building Blocks Channel
From
ETF Trends
This ETF Could Be Long-Term Small-Cap Solution
September 19, 2024
Tickers
ALPS
OUSM
Tags
ALPS
ETF Building Blocks Channel
OUSM
From
ETF Trends
Quality Matters in Small Caps – Look to OUSM
September 03, 2024
Tickers
OUSM
Tags
ETF Building Blocks Channel
dividends
OUSM
From
ETF Trends
A Thoughtful Way of Adding Small-Cap Exposure
August 30, 2024
Tickers
ALPS
OUSM
Tags
OUSM
ALPS
ETF Building Blocks Channel
From
ETF Trends
Quality Small Cap ETF OUSM Sees Quarter Billion in One Year Flows
August 26, 2024
Tickers
OUSM
Tags
OUSM
quality small cap ETF
quality small cap
From
ETF Trends
VIDEO: ETF of the Week: ALPS O’Shares US Small-Cap Quality Dividend ETF (OUSM)
August 12, 2024
Tickers
ALPS
OUSM
Tags
todd rosenbluth
OUSM
etf of the week
From
ETF Trends
ETF of the Week: ALPS O’Shares U.S. Small-Cap Quality Dividend ETF (OUSM)
August 08, 2024
Tickers
OUSM
Tags
expert insights
OUSM
todd rosenbluth
From
ETF Trends
3 Low-Volatility ETFs to Buy for Downside Protection
August 01, 2024
Tickers
EELV
OUSM
VFMV
Tags
Market News
EELV
NYSE:EELV,NYSE:OUSM,NYSE:VFMV
From
InvestorPlace
This Investing Factor Could Be Key for Rate-Sensitive Small Caps
July 23, 2024
Tickers
ALPS
OUSM
Tags
OUSM
ETF Building Blocks Channel
ALPS
From
ETF Trends
Finding the Right Small-Cap ETF for Different Outcomes
July 19, 2024
Tickers
ALPS
AVUV
CALF
DFAS
Tags
KJUL
RYLG
CALF
From
ETF Trends
As Rate Cuts Near, OUSM Is Sending Key Buy Signal
July 16, 2024
Tickers
ALPS
OUSM
Tags
buy signal
ETF Building Blocks Channel
small/cap etf
From
ETF Trends
Bull vs. Bear: Thinking Big on Small-Caps
July 11, 2024
Tickers
ALPS
IWM
OGIG
OUSM
Tags
OGIG
SPY
Diversification
From
ETF Trends
Quality Can Boost Allure of Small-Caps
July 08, 2024
Tickers
ALPS
OUSM
Tags
ETF Building Blocks Channel
ALPS
OUSM
From
ETF Trends
A Better Take on Small-Cap Value Investing
June 27, 2024
Tickers
ALPS
OUSM
Tags
OUSM
ETF Building Blocks Channel
ALPS
From
ETF Trends
3 Firms to Watch in Quality Small-Cap ETF OUSM
June 04, 2024
Tickers
ALPS
NYT
OUSM
TW
Tags
TXRH
Small/Cap
ALPS
From
ETF Trends
Quality, Value Are Traits to Embrace With Small-Caps
May 31, 2024
Tickers
ALPS
OUSM
Tags
OUSM
ALPS
ETF Building Blocks Channel
From
ETF Trends
Quality Small Cap ETF OUSM Surpasses $600 Million AUM
May 28, 2024
Tickers
OUSM
Tags
OUSM
quality small cap ETF
quality investing
From
ETF Trends
Shark Tank's Kevin O'Leary Declares The Best Advice He Ever Received From His Mom: 'Spend The Interest, Never The Principal.'
May 28, 2024
Tickers
OUSA
OUSM
Tags
Market News
Benzinga
OUSA
From
Benzinga
There’s Value in Small-Cap Value
May 03, 2024
Tickers
ALPS
OUSM
Tags
OUSM
ETF Building Blocks Channel
ALPS
From
ETF Trends
'Forget Shark Tank, Forget Bitcoin' Kevin O'Leary Says The Real 'Meat' Of His Portfolio Is In These Cash Flowing Investments
April 09, 2024
Tickers
BITCOMP
OUSA
OUSM
USD-BITSTAMP
Tags
OUSA
General
Benzinga
From
Benzinga
OUSM Shows Small-Cap Strategies Can Work
April 02, 2024
Tickers
OUSM
Tags
ETF Building Blocks Channel
ALPS ETFs
OUSM
From
ETF Trends
Lukewarm PCE Inflation Data Could Ignite a Small-Cap Rally
March 04, 2024
Tickers
ALPS
OUSM
Tags
ALPS
Small/Cap
ETF Building Blocks Channel
From
ETF Trends
Dampen Small-Cap Volatility With This ETF
February 26, 2024
Tickers
ALPS
OUSM
Tags
ALPS
ETF Building Blocks Channel
OUSM
From
ETF Trends
Be Selective With Small-Cap Exposure Using This ETF
February 14, 2024
Tickers
ALPS
OUSM
Tags
dividends
ETF Building Blocks Channel
OUSM
From
ETF Trends
The Stocks Driving Small-Cap ETF OUSM
January 19, 2024
Tickers
ALPS
LECO
OC
OUSM
Tags
OUSM
ETF Building Blocks Channel
WSM
From
ETF Trends
How to Position Small-Cap Exposure in 2024
January 16, 2024
Tickers
OUSM
Tags
SS&C ALPS Advisors
ETF Building Blocks Channel
OUSM
From
ETF Trends
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