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home
about us
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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
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)
TAF sm Program
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Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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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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Le Groupe Vergnet annonce des augmentations de capital
October 13, 2025
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October 13, 2025
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October 13, 2025
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October 13, 2025
Via
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October 13, 2025
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AGROGENERATION : COMMUNIQUE RELATIF A LA MISE A DISPOSITION DE LA NOTE D'INFORMATION ET DES INFORMATIONS RELATIVES AUX CARACTERISTIQUES, NOTAMMENT JURIDIQUES, FINANCIERES ET COMPTABLES DE NOVAAGRO DANS LE CADRE DE L'OFFRE PUBLIQUE D'ACHAT SIMPLIFIÉE
October 13, 2025
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METAVISIO (THOMSON COMPUTING) : METAVISIO - Mise à disposition du rapport financier semestriel 2025 et du rapport certifié sans réserve du commissaire aux comptes sur l'information financière semestrielle
October 13, 2025
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October 13, 2025
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CALIBRE (ex CYBERGUN) : CALIBRE convoque ses actionnaires en Assemblée Générale
October 13, 2025
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October 10, 2025
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AGROGENERATION : MISE A DISPOSITION DE LA NOTE EN REPONSE ET DES INFORMATIONS RELATIVES AUX CARACTERISTIQUES, NOTAMMENT JURIDIQUES, FINANCIERES ET COMPTABLES D'AGROGENERATION DANS LE CADRE DE L'OFFRE PUBLIQUE D'ACHAT SIMPLIFIÉE VISANT LES ACTIONS
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MASTRAD procède au déblocage d'une 2nde tranche du financement obligataire de 300K EUR
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Poujoulat SA : Droits de vote 09/2025
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WALLIX : Sharp improvement in first half earnings, 2025 operating profit confirmed
October 09, 2025
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October 09, 2025
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Amoéba: a first half of 2025 marked by numerous decisive achievements ahead of the commercial launch of its biocontrol solution in 2026
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Amoéba : un 1er semestre 2025 marqué par de nombreuses avancées déterminantes avant le lancement commercial de sa solution de biocontrôle en 2026
October 09, 2025
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Oxurion provides an update related to its investment strategy in digital assets
October 09, 2025
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