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Brochure Supplement Dominick Savo
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Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
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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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Back Dated Performance Reports
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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)
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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Investing During Uncertain Times
Read FULL Seminar Here
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Oklahoma mom goes viral with at-home active shooter drill with son using bulletproof backpack
August 17, 2022
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July 31, 2022
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July 13, 2022
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July 13, 2022
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July 11, 2022
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Oklahoma police say man killed his brother during altercation at home
July 08, 2022
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Oklahoma man pointed gun at Auto Zone employees after phone call put on hold, police say
July 08, 2022
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Oklahoma governor calls for audit of Tulsa Public Schools for potentially mishandling funds, teaching CRT
July 08, 2022
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Death Row inmate Richard Glossip's 4th execution date set as lawmakers seek new hearing to prove innocence
July 08, 2022
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Oklahoma revenue collection is up 15% from last fiscal year
July 06, 2022
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Serial killer on Oklahoma death row pleads guilty to three cold case murders in Texas
June 30, 2022
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Supreme Court rules states can prosecute non-Native Americans on tribal lands
June 29, 2022
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Oklahoma AG race results: Drummond knocks off O'Connor
June 29, 2022
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Oklahoma State Bureau of Investigation arrests former daycare employee in 30-year-old 'Baby Doe' case
June 26, 2022
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Oklahoma man leads authorities on pursuit, found hours later hiding in cow manure
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Oklahoma protesters, ACLU challenge anti-protest law
June 24, 2022
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Oklahoma takes lead on addressing mass shootings while protecting Second Amendment with new executive order
June 23, 2022
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Oklahoma fast-food employee arrested after meth bag found in customer's order: police
June 22, 2022
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Oklahoma sheriff's deputy fatally shoots man with weapon
June 20, 2022
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Devon Tower climber in Oklahoma City known as 'Pro Life Spiderman' now in custody, police say
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