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Own Your Practice
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Fixed Income Portfolio (FIP)
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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
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Quarterly 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
FIP
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
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Final TBBK Deadline Reminder: May 16, 2025 Filing Deadline in Securities Class Action - Contact Kessler Topaz Meltzer & Check, LLP
May 16, 2025
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May 14, 2025
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Lead Plaintiff Deadline on May 16, 2025 for TBBK Investors - Kessler Topaz Meltzer & Check, LLP Encourages Investors with Losses to Contact the Firm
May 12, 2025
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TBBK Deadline in 6 Days: Kessler Topaz Meltzer & Check, LLP Reminds The Bancorp, Inc. (TBBK) Investors of Filing Deadline in Class Action Lawsuit
May 10, 2025
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The Bancorp, Inc. Deadline Approaching: Kessler Topaz Meltzer & Check, LLP Reminds The Bancorp, Inc. Investors of Deadline in Securities Fraud Class Action Lawsuit
May 08, 2025
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Kessler Topaz Meltzer & Check, LLP Reminds TBBK Shareholders of Deadline in Securities Fraud Class Action Lawsuit Filed Against The Bancorp, Inc. (TBBK)
May 06, 2025
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TBBK CLASS ACTION ALERT: Kessler Topaz Meltzer & Check, LLP Reminds The Bancorp, Inc. Shareholders of Securities Fraud Class Action Lawsuit
May 04, 2025
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TBBK Investor Alert: A Securities Fraud Class Action Lawsuit Has Been Filed Against The Bancorp, Inc. (TBBK)
May 02, 2025
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TBBK SHAREHOLDER ALERT: Kessler Topaz Meltzer & Check, LLP Reminds Investors of Securities Fraud Class Action Lawsuit Filed Against The Bancorp, Inc. (TBBK)
April 30, 2025
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Kessler Topaz Meltzer & Check, LLP Announces Securities Fraud Class Action Lawsuit Filed Against The Bancorp, Inc.
April 28, 2025
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TBBK CLASS ACTION FILED: Kessler Topaz Meltzer & Check, LLP Reminds Investors - a Securities Fraud Class Action Lawsuit Has Been Filed Against The Bancorp, Inc. (TBBK)
April 26, 2025
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TBBK Investor Alert: A Securities Fraud Class Action Lawsuit Has Been Filed Against The Bancorp, Inc. (TBBK)
April 24, 2025
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TBBK Class Action Alert: Kessler Topaz Meltzer & Check, LLP Reminds The Bancorp, Inc. (TBBK) Shareholders of Securities Fraud Class Action Lawsuit Deadline
April 22, 2025
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The Bancorp, Inc. (TBBK) Investors: May 16, 2025 Filing Deadline in Securities Class Action - Contact Kessler Topaz Meltzer & Check, LLP
April 20, 2025
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April 18, 2025
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TBBK Deadline Alert: Kessler Topaz Meltzer & Check, LLP Reminds Investors of May 16, 2025 Deadline in Securities Fraud Class Action Lawsuit Against The Bancorp, Inc. (TBBK)
April 16, 2025
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The Bancorp, Inc. (TBBK) Investors: May 16, 2025 Filing Deadline in Securities Class Action - Contact Kessler Topaz Meltzer & Check, LLP
April 14, 2025
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TBBK Shareholder Reminder: Kessler Topaz Meltzer & Check, LLP Reminds The Bancorp, Inc. (TBBK) Shareholders of Deadline in Securities Fraud Class Action Lawsuit
April 12, 2025
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Class Action Reminder for TBBK Investors: Kessler Topaz Meltzer & Check, LLP Reminds The Bancorp, Inc. (TBBK) Investors of Securities Fraud Class Action Lawsuit
April 10, 2025
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Kessler Topaz Meltzer & Check, LLP Encourages The Bancorp, Inc. Investors With Losses to Contact the Firm
April 08, 2025
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Kessler Topaz Meltzer & Check, LLP Reminds The Bancorp, Inc. Investors of Important Deadline in Securities Fraud Class Action Lawsuit
April 06, 2025
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The Bancorp, Inc. (TBBK) Investors: May 16, 2025 Filing Deadline in Securities Class Action - Contact Kessler Topaz Meltzer & Check, LLP
April 04, 2025
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Class Action Announcement for The Bancorp, Inc. Investors: A Securities Fraud Class Action Lawsuit Was Filed Against The Bancorp, Inc. - Contact Kessler Topaz Meltzer & Check, LLP
April 02, 2025
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Kaplan Fox Alerts The Bancorp, Inc. (TBBK) Investors to a Securities Class Action Lawsuit - Deadline is May 16, 2025
April 02, 2025
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BANCORP DEADLINE: Investors Are Encouraged to Contact Kaplan Fox Before the Lead Plaintiff Deadline on May 16, 2025
April 01, 2025
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Class Action Announcement for The Bancorp, Inc. Investors: A Securities Fraud Class Action Lawsuit Was Filed Against The Bancorp, Inc.
March 31, 2025
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BANCORP Deadline to Lead in Securities Fraud Lawsuit is May 16, 2025 Contact Kaplan Fox & Kilsheimer LLP
March 31, 2025
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TBBK Investor Alert: Contact Kessler Topaz Meltzer & Check, LLP About the Securities Fraud Class Action Lawsuit Filed Against The Bancorp, Inc. (TBBK)
March 29, 2025
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Deadline to Lead in Securities Fraud Lawsuit against The Bancorp, Inc. (TBBK) is May 16, 2025 Contact Kaplan Fox & Kilsheimer LLP
March 29, 2025
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Kaplan Fox & Kilsheimer LLP Alerts Investors to a Securities Class Action Against The Bancorp, Inc. (TBBK) - Deadline is May 16, 2025
March 28, 2025
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