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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)
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
Quarterly Performance Reports
EVENTS
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Event Schedule
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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
Tax-Free Income Seminar
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WSP USA Congratulates Chris Roberts on Being Elected President of The Institute of Asset Management
October 12, 2021
Tickers
WSP
Tags
resilience
TSX:WSP
Christian (Chris) Roberts
From
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Nature-Based Solutions: One Remedy for Two Ills
October 08, 2021
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From
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Webinar: Corporate Climate Risk Assessment and Mitigation
October 06, 2021
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Sue Kemball/Cook
climate
Michael Mondshine
From
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Green Building Expert Keith Amann Named 2021 LEED Fellow
September 30, 2021
Tickers
WSP
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Green Business Certification Inc/ (GBCI)
U/S/ Green Building Council (USGBC)
Environment
From
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WSP Shares Best Practices for Safe, Effective Enhanced Aquifer Recharge of Stormwater
September 29, 2021
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Scott Manahan
TSX:WSP
Research, Reports & Publications
From
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WSP USA's Deborah Brown Wins ARTBA's Ethel S. Birchland Award
September 28, 2021
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American Road and Transportation Builders Association (ARTBA)
Responsible Business & Employee Engagement
WSP USA
From
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What Can WSP Do for You and Your ESG Goals?
September 27, 2021
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climate
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From
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Room to Breathe: Industrial Projects and Communities Are Challenged to Coexist
September 24, 2021
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Sara Mochrie
TSX:WSP
From
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Dana Lowell to Lead Zero Emissions for Transit and Rail at WSP USA
September 23, 2021
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WSP
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Environment
zero emissions
Sustainable Development Goals
From
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Emily Wasley Selected as Author for Fifth National Climate Assessment
September 22, 2021
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Emily Wasley
Climate Assessment
WSP
From
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How Climate Adaptation Helps to Manage Organizational Risk
September 21, 2021
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Events, Media & Communications
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Tunnels: Sustainable Solutions for Major Water and Wastewater Infrastructure
September 20, 2021
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washington
WSP USA
From
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Alva Carrasco Honored With 2021 Latino Leadership Award
September 17, 2021
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Diversity & Inclusion
Awards, Ratings & Rankings
Latino Leadership Award
From
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Arup/WSP Joint Venture to Provide Planning and Engineering Services for BART Link21 Program
September 16, 2021
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Arup
Green Infrastructure
From
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How Electrified, Equitable Mobility Can Transform US Cities
September 15, 2021
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From
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The Ultimate Flexible Building
September 14, 2021
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Putt Your Way to a More Sustainable Future
September 09, 2021
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Social Impact & Volunteering
Green Infrastructure
TSX:WSP
From
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Webinar: Implementing Vision Zero Using an Equity Lens - Part 2
September 08, 2021
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Diversity & Inclusion
Racial Inequality
From
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Can Design Make Cities More Equitable?
September 01, 2021
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From
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Blank Canvas: Can We Make a Totally Recyclable Building?
August 30, 2021
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WSP
Green Infrastructure
From
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Webinar: An Equitable Transit-Oriented Development Plan
August 26, 2021
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Green Infrastructure
From
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Net-zero: Where Are We Now?
August 25, 2021
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GRESB
Sustainable Development Goals
WSP USA
From
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How Computational Design Is Creating a Dynamic Engineering Landscape
August 23, 2021
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Innovation & Technology
TSX:WSP
From
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WATCH: Caltrans Statewide Climate Change Vulnerability Assessment
August 19, 2021
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Innovation & Technology
TSX:WSP
Green Infrastructure
From
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What We Can Do Today to Promote Better Connected & Automated Technologies Tomorrow
August 18, 2021
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From
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Can We Reboot Office Buildings As Data Centers?
August 17, 2021
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From
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Can We Reboot Office Buildings As Data Centers?
August 17, 2021
Tickers
WSP
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WSP USA
Responsible Business & Employee Engagement
Rich Donaldson
From
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WSP USA's Tanya Adams Elected to COMTO National Board Chair
August 16, 2021
Tags
TSX:WSP
From
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WSP USA's Tanya Adams Elected to COMTO National Board Chair
August 16, 2021
Tickers
WSP
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TSX:WSP
Diversity & Inclusion
Tanya Adams
From
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Webinar: Implementing Vision Zero Using an Equity Lens - Part 1
August 13, 2021
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