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about us
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Brochure Supplement Dominick Savo
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Statement Of Financial Strength
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Own Your Practice
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contact us
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Back Dated Performance Reports
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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
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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
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Total Asset Fund (TAF)
TAF® Program
Services, Fees and Compensation
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Back Dated Performance Reports
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TAF
Event Schedule
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Investing During Uncertain Times
Read FULL Seminar Here
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CI Financial Announces Fourth Quarter Earnings Conference Call and Webcast
January 27, 2022
From
CI Financial Corp.
Via
Business Wire
Tickers
CIXX
TSX:CIX
CI Financial’s Total Assets Grow by $152.5 billion in 2021 to Record $384.1 Billion
January 21, 2022
From
CI Financial Corp.
Via
Business Wire
Tickers
CIXX
TSX:CIX
CI Financial to Acquire Northwood Family Office, Canada’s Leading Multi-Family Office
January 11, 2022
From
CI Financial Corp.
Via
Business Wire
Tickers
CIXX
TSX:CIX
CI Financial Completes Six Transactions, Boosting U.S. Assets to US$115 Billion
January 04, 2022
From
CI Financial Corp.
Via
Business Wire
Tickers
CIXX
TSX:CIX
CI Financial to acquire Columbia Pacific Wealth Management and make strategic investment in Columbia Pacific Advisors
December 15, 2021
From
CI Financial Corp.
Via
Business Wire
Tickers
CIXX
TSX:CIX
CI Financial Reports Record Total Assets of $338.1 Billion for November 2021
December 13, 2021
From
CI Financial Corp.
Via
Business Wire
Tickers
CIXX
TSX:CIX
CI Financial to Acquire RegentAtlantic, a Leading US$6-Billion New York-Area Wealth Manager
December 06, 2021
From
CI Financial Corp.
Via
Business Wire
Tickers
CIXX
TSX:CIX
Matrix Capital Advisors, a Chicago RIA Serving High-Net-Worth Clients, Joins CI Private Wealth
December 01, 2021
From
CI Financial Corp.
Via
Business Wire
Tickers
CIXX
TSX:CIX
CI Financial Reports Record Financial Results for the Third Quarter of 2021
November 11, 2021
From
CI Financial Corp.
Via
Business Wire
Tickers
CIXX
TSX:CIX
CI Financial Makes Strategic Investment in GLASfunds, a Leading Alternative Investment Platform
November 10, 2021
From
CI Financial Corp.
Via
Business Wire
Tickers
CIXX
TSX:CIX
CI Financial Reports Record Total Assets of $331.8 Billion for October 2021
November 10, 2021
From
CI Financial Corp.
Via
Business Wire
Tickers
CIXX
TSX:CIX
CI Financial to Acquire Gofen and Glossberg, a US$7.5-Billion Chicago-Based RIA Serving High-Net-Worth Families
November 10, 2021
From
CI Financial Corp.
Via
Business Wire
Tickers
CIXX
TSX:CIX
CI Financial Affiliate RGT Wealth Advisors Acquires Odyssey Wealth, Merging Two Successful Dallas RIAs
October 28, 2021
From
CI Financial Corp.
Via
Business Wire
Tickers
CIXX
TSX:CIX
CI Financial Announces Third Quarter Earnings Conference Call and Webcast
October 22, 2021
From
CI Financial Corp.
Via
Business Wire
Tickers
CIXX
TSX:CIX
CI Financial to Acquire McCutchen Group, a $3.4-Billion Ultra-High-Net-Worth Wealth Manager Based in Seattle
October 21, 2021
From
CI Financial Corp.
Via
Business Wire
Tickers
CIXX
TSX:CIX
CI Financial Reports Total Assets of $320.4 Billion for September 2021
October 19, 2021
From
CI Financial Corp.
Via
Business Wire
Tickers
CIXX
TSX:CIX
CI Financial Completes Acquisition of Budros, Ruhlin & Roe, a Leading Ohio RIA with US$3.5 Billion in Assets
October 04, 2021
From
CI Financial Corp.
Via
Business Wire
Tickers
CIXX
TSX:CIX
CI Financial Completes Acquisition of US$5.2-Billion Silicon Valley RIA Portola Partners
September 30, 2021
From
CI Financial Corp.
Via
Business Wire
Tickers
CIXX
TSX:CIX
CI Financial Establishes U.S. Headquarters in Miami
September 15, 2021
From
CI Financial Corp.
Via
Business Wire
Tickers
CIXX
TSX:CIX
CI Financial to Acquire Portola Partners, a Leading US$5.2-Billion Silicon Valley Wealth Manager
September 14, 2021
From
CI Financial Corp.
Via
Business Wire
Tickers
CIXX
TSX:CIX
CI Financial Reports Record Total Assets of $320.4 Billion for August 2021
September 13, 2021
From
CI Financial Corp.
Via
Business Wire
Tickers
CIXX
TSX:CIX
CI Financial Completes Acquisition of Pennsylvania RIA Radnor Financial Advisors
September 01, 2021
From
CI Financial Corp.
Via
Business Wire
Tickers
CIXX
TSX:CIX
CI Financial Reports Record Total Assets of $309.3 Billion for July 2021
August 13, 2021
From
CI Financial Corp.
Via
Business Wire
Tickers
CIXX
TSX:CIX
CI Financial Earns 2021 Great Place to Work® Certification
August 12, 2021
From
CI Financial Corp.
Via
Business Wire
Tickers
CIXX
TSX:CIX
CI Financial to Acquire Budros, Ruhlin & Roe, a Leading US$3.4-Billion Ohio-Based Registered Investment Advisor
August 10, 2021
From
CI Financial Corp.
Via
Business Wire
Tickers
CIXX
TSX:CIX
CI Financial Announces Second Quarter Earnings Conference Call and Webcast
July 27, 2021
From
CI Financial Corp.
Via
Business Wire
Tickers
CIXX
TSX:CIX
CI Financial Reports Total Assets of $304 billion for June 2021 and Positive Second Quarter Net Sales
July 15, 2021
From
CI Financial Corp.
Via
Business Wire
Tickers
CIXX
TSX:CIX
CI Financial Completes Acquisition of San Diego RIA Dowling & Yahnke
June 30, 2021
From
CI Financial Corp.
Via
Business Wire
Tickers
CIXX
TSX:CIX
CI Financial Enters Pennsylvania with Acquisition of US$2.6-billion Radnor Financial Advisors
June 28, 2021
From
CI Financial Corp.
Via
Business Wire
Tickers
CIXX
TSX:CIX
CI Financial Announces Election of Directors and Results of Annual Meeting of Shareholders
June 16, 2021
From
CI Financial Corp.
Via
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Tickers
CIXX
TSX:CIX
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