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Brochure Supplement Dominick Savo
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Own Your Practice
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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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)
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Back Dated Performance Reports
Quarterly Performance Reports
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TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
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Market Value Securities (MVS sm) Presentation
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Events History
Investing During Uncertain Times
Read FULL Seminar Here
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SHAREHOLDER NOTICE: Brodsky & Smith Announces an Investigation of American Equity Investment Life Holding Company (NYSE – AEL)
July 11, 2023
From
Brodsky & Smith LLC
Via
GlobeNewswire
Tickers
AEL
SHAREHOLDER NOTICE: Brodsky & Smith Announces an Investigation of Great Ajax Corp. (NYSE – AJX)
July 11, 2023
From
Brodsky & Smith LLC
Via
GlobeNewswire
Tickers
AJX
SHAREHOLDER NOTICE: Brodsky & Smith Announces an Investigation of Diversified Healthcare Trust (Nasdaq – DHC)
July 10, 2023
From
Brodsky & Smith LLC
Via
GlobeNewswire
Tickers
DHC
SHAREHOLDER NOTICE: Brodsky & Smith Announces an Investigation of Amedisys, Inc. (Nasdaq – AMED)
July 10, 2023
From
Brodsky & Smith LLC
Via
GlobeNewswire
Tickers
AMED
SHAREHOLDER NOTICE: Brodsky & Smith Announces an Investigation of Kaleyra, Inc. (NYSE – KLR)
July 06, 2023
From
Brodsky & Smith LLC
Via
GlobeNewswire
Tickers
KLR
SHAREHOLDER NOTICE: Brodsky & Smith Announces an Investigation of Focus Financial Partners, Inc. (Nasdaq – FOCS)
July 06, 2023
From
Brodsky & Smith LLC
Via
GlobeNewswire
Tickers
FOCS
SHAREHOLDER NOTICE: Brodsky & Smith Announces an Investigation of Talaris Therapeutics, Inc. (Nasdaq – TALS)
June 26, 2023
From
Brodsky & Smith LLC
Via
GlobeNewswire
Tickers
TALS
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: Conformis, Inc. (Nasdaq – CFMS), Eneti Inc. (NYSE – NETI), Franchise Group, Inc. (Nasdaq – FRG), NexTier Oilfield Solutions Inc. (NYSE – NEX)
June 26, 2023
From
Brodsky & Smith LLC
Via
GlobeNewswire
Tickers
CFMS
FRG
NETI
NEX
PTEN
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: Eneti Inc. (NYSE – NETI), Franchise Group, Inc. (Nasdaq – FRG), Tessco Technologies Incorporated (Nasdaq - TESS), NexTier Oilfield Solutions Inc. (NYSE – NEX)
June 20, 2023
From
Brodsky & Smith LLC
Via
GlobeNewswire
Tickers
FRG
NETI
NEX
TESS
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: NexTier Oilfield Solutions Inc. (NYSE – NEX), Chinook Therapeutics, Inc. (Nasdaq – KDNY), Franchise Group, Inc. (Nasdaq – FRG), Greenhill & Co., Inc. (NYSE – GHL)
June 15, 2023
From
Brodsky & Smith LLC
Via
GlobeNewswire
Tickers
FRG
GHL
KDNY
MFG
NEX
PTEN
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: Chinook Therapeutics, Inc. (Nasdaq – KDNY), Franchise Group, Inc. (Nasdaq – FRG), CIRCOR International, Inc. (NYSE - CIR), Greenhill & Co., Inc. (NYSE – GHL)
June 12, 2023
From
Brodsky & Smith LLC
Via
GlobeNewswire
Tickers
CIR
FRG
GHL
KDNY
MFG
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: CIRCOR International, Inc. (NYSE - CIR), CohBar, Inc. (Nasdaq – CWBR), Greenhill & Co., Inc. (NYSE – GHL), PDC Energy, Inc. (Nasdaq – PDCE)
June 05, 2023
From
Brodsky & Smith LLC
Via
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Tickers
CIR
CVX
CWBR
GHL
MFG
PDCE
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: Embark Technology, Inc. (Nasdaq – EMBK), CohBar, Inc. (Nasdaq – CWBR), Greenhill & Co., Inc. (NYSE – GHL), PDC Energy, Inc. (Nasdaq – PDCE)
May 30, 2023
From
Brodsky & Smith LLC
Via
GlobeNewswire
Tickers
CVX
CWBR
EMBK
GHL
MFG
PDCE
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: Greenhill & Co., Inc. (NYSE – GHL), PDC Energy, Inc. (Nasdaq – PDCE), Urstadt Biddle Properties Inc. (NYSE – UBA and UBP), Cvent Holding Corp. (Nasdaq - CVT)
May 22, 2023
From
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Tickers
CVT
CVX
GHL
MFG
PDCE
UBA
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: eMagin Corporation (NYSE American – EMAN), Cvent Holding Corp. (Nasdaq - CVT), Absolute Software Corporation (Nasdaq – ABST), Home Point Capital, Inc. (Nasdaq – HMPT)
May 17, 2023
From
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Tickers
ABST
CVT
HMPT
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: Cvent Holding Corp. (Nasdaq - CVT), Absolute Software Corporation (Nasdaq – ABST), Home Point Capital, Inc. (Nasdaq – HMPT), Magenta Therapeutics, Inc. (Nasdaq –
May 11, 2023
From
Brodsky & Smith LLC
Via
GlobeNewswire
Tickers
ABST
CVT
HMPT
MGTA
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: Syneos Health, Inc. (Nasdaq – SYNH), Franchise Group, Inc. (Nasdaq – FRG), CTI BioPharma Corp. (Nasdaq – CTIC), Ruth’s Inc. (Nasdaq – RUTH)
May 10, 2023
From
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Via
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Tickers
CTIC
DRI
FRG
RUTH
SYNH
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: Ruth’s Inc. (Nasdaq – RUTH), Magenta Therapeutics, Inc. (Nasdaq – MGTA), BELLUS Health Inc (Nasdaq – BLU), Prometheus Biosciences, Inc. (Nasdaq – RXDX)
May 03, 2023
From
Brodsky & Smith LLC
Via
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Tickers
BLU
MGTA
RUTH
RXDX
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: Spectrum Pharmaceuticals, Inc. (Nasdaq – SPPI), BELLUS Health Inc (Nasdaq – BLU), Prometheus Biosciences, Inc. (Nasdaq – RXDX), Univar Solutions Inc. (NYSE - UNVR)
May 01, 2023
From
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Tickers
APO
ASRT
BLU
GSK
MRK
RXDX
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: Iveric Bio Inc. (Nasdaq – ISEE), Midwest Holding Inc. (Nasdaq – MDWT), Hoth Therapeutics, Inc. (Nasdaq – HOTH)
May 01, 2023
From
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HOTH
ISEE
MDWT
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: Spectrum Pharmaceuticals, Inc. (Nasdaq – SPPI), BELLUS Health Inc (Nasdaq – BLU), Prometheus Biosciences, Inc. (Nasdaq – RXDX), Univar Solutions Inc. (NYSE – UNVR)
April 25, 2023
From
Brodsky & Smith LLC
Via
GlobeNewswire
Tickers
APO
ASRT
BLU
GSK
MRK
RXDX
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: BELLUS Health Inc (Nasdaq – BLU), Prometheus Biosciences, Inc. (Nasdaq – RXDX), Univar Solutions Inc. (NYSE - UNVR)
April 18, 2023
From
Brodsky & Smith LLC
Via
GlobeNewswire
Tickers
APO
BLU
GSK
MRK
RXDX
UNVR
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: Ranger Oil Corporation (Nasdaq – ROCC), Univar Solutions Inc. (NYSE - UNVR), Life Storage, Inc. (NYSE - LSI), Diffusion Pharmaceuticals Inc. (Nasdaq- DFFN)
April 14, 2023
From
Brodsky & Smith LLC
Via
GlobeNewswire
Tickers
APO
BTE
DFFN
EXR
LSI
ROCC
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: National Instruments Corporation (Nasdaq – NATI), Triton International Limited (NYSE - TRTN), Tessco Technologies Incorporated (Nasdaq - TESS), Life Storage, Inc.
April 12, 2023
From
Brodsky & Smith LLC
Via
GlobeNewswire
Tickers
BIP
EMR
EXR
LSI
NATI
TESS
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: Univar Solutions Inc. (NYSE - UNVR), Life Storage, Inc. (NYSE - LSI), World Wrestling Entertainment, Inc. (NYSE - WWE), Diffusion Pharmaceuticals Inc. (Nasdaq - DFFN)
April 10, 2023
From
Brodsky & Smith LLC
Via
GlobeNewswire
Tickers
APO
DFFN
EDR
EXR
LSI
UNVR
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: Univar Solutions Inc. (NYSE - UNVR), Oak Street Health (NYSE – OSH), Seagen Inc. (Nasdaq - SGEN), U.S. Xpress Enterprises, Inc. (NYSE – USX)
April 04, 2023
From
Brodsky & Smith LLC
Via
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Tickers
APO
CVS
KNX
OSH
PFE
SGEN
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: Heska Corporation (Nasdaq – HSKA), Life Storage, Inc. (NYSE - LSI), World Wrestling Entertainment, Inc. (NYSE - WWE), Diffusion Pharmaceuticals Inc. (Nasdaq - DFFN)
April 03, 2023
From
Brodsky & Smith LLC
Via
GlobeNewswire
Tickers
DFFN
EDR
EXR
HSKA
LSI
WWE
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: Diffusion Pharmaceuticals Inc. (Nasdaq- DFFN), U.S. Xpress Enterprises, Inc. (NYSE – USX), TCR² Therapeutics Inc. (Nasdaq – TCRR), Costar Technologies, Inc. (OTC –
March 30, 2023
From
Brodsky & Smith LLC
Via
GlobeNewswire
Tickers
ADAP
CSTI
DFFN
KNX
TCRR
USX
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: Jounce Therapeutics, Inc. (Nasdaq- JNCE) and Berkshire Grey, Inc. (Nasdaq- BGRY)
March 27, 2023
From
Brodsky & Smith LLC
Via
GlobeNewswire
Tickers
BGRY
JNCE
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: Oak Street Health (NYSE – OSH), Seagen Inc. (Nasdaq - SGEN), Provention Bio Inc. (Nasdaq - PRVB), Kimball International, Inc. (Nasdaq – KBAL)
March 23, 2023
From
Brodsky & Smith LLC
Via
GlobeNewswire
Tickers
CVS
HNI
KBAL
OSH
PFE
PRVB
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