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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
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Tamar Advisors
Own Your Practice
Letter to Clients
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contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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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)
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Quarterly Performance Reports
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
Client Information
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
Quarterly Performance Reports
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Event Schedule
TAM
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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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Investigation: DiCello Levitt LLP Commences Investigation into Firefly Aerospace (NASDAQ:FLY)
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INVESTOR ALERT: Shareholder Class Action Lawsuit Filed Against Atkore, Inc. (NYSE: ATKR); DiCello Levitt LLP Encourages Investors with Losses to Discuss Their Options with Counsel
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INVESTOR ALERT: Shareholder Class Action Lawsuit Filed Against Constellation Brands, Inc. (NYSE: STZ); DiCello Levitt LLP Encourages Investors with Losses to Discuss Their Options with Counsel
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INVESTOR ALERT: Shareholder Class Action Lawsuit Filed Against TFI International Inc. (NYSE: TFII); DiCello Levitt LLP Encourages Investors with Losses to Discuss Their Options with Counsel
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INVESTOR ALERT: Shareholder Class Action Lawsuit Filed Against AppLovin Corporation (NASDAQ: APP); DiCello Levitt LLP Encourages Investors with Losses to Discuss Their Options with Counsel
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INVESTOR ALERT: Shareholder Class Action Lawsuit Filed Against Ready Capital Corporation (NYSE: RC); DiCello Levitt LLP Encourages Investors with Losses to Discuss Their Options with Counsel
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INVESTOR ALERT: Shareholder Class Action Lawsuit Filed Against Digimarc Corporation (NASDAQ: DMRC); DiCello Levitt LLP Encourages Investors with Losses to Discuss Their Options with Counsel
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INVESTOR ALERT: Shareholder Class Action Lawsuit Filed Against Venture Global, Inc. (NYSE: VG); DiCello Levitt LLP Encourages Investors with Losses to Discuss Their Options with Counsel
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INVESTOR ALERT: Shareholder Class Action Lawsuit Filed Against TransMedics Group, Inc. (NASDAQ: TMDX); DiCello Levitt LLP Encourages Investors with Losses to Discuss Their Options with Counsel
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INVESTOR ALERT: Shareholder Class Action Lawsuit Filed Against FMC Corp. (NYSE: FMC); DiCello Levitt LLP Encourages Investors with Losses to Discuss Their Options with Counsel
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INVESTOR ALERT: Shareholder Class Action Lawsuit Filed Against Elastic N.V. (NYSE: ESTC); DiCello Levitt LLP Encourages Investors with Losses to Discuss Their Options with Counsel
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INVESTOR ALERT: Shareholder Class Action Lawsuit Filed Against Polestar Automotive Holding UK PLC (NASDAQ: PSNY); DiCello Levitt LLP Encourages Investors with Losses to Discuss Their Options with Counsel
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INVESTOR ALERT: Shareholder Class Action Lawsuit Filed Against ModivCare, Inc. (NASDAQ: MODV); DiCello Levitt LLP Encourages Investors with Losses to Discuss Their Options with Counsel
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INVESTOR ALERT: Shareholder Class Action Lawsuit Filed Against Integral Ad Science Holding Corp. (NASDAQ: IAS); DiCello Levitt LLP Encourages Investors with Losses to Discuss Their Options with Counsel
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INVESTOR ALERT: Shareholder Class Action Lawsuit Filed Against Cardlytics, Inc. (NASDAQ: CDLX); DiCello Levitt LLP Encourages Investors with Losses to Discuss Their Options with Counsel
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INVESTOR ALERT: Shareholder Class Action Lawsuit Filed Against Walgreens Boots Alliance, Inc. (NASDAQ: WBA); DiCello Levitt LLP Encourages Investors with Losses to Discuss Their Options with Counsel
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INVESTIGATION ALERT: DiCello Levitt LLP Is Investigating the Cash Sweep Programs of Kestra Financial and Cetera Financial Group; Account Holders Encouraged to Contact the Firm
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INVESTOR ALERT: Shareholder Class Action Lawsuit Filed Against Assertio Holdings, Inc. (NASDAQ: ASRT); DiCello Levitt LLP Encourages Investors with Losses to Discuss Their Options with Counsel
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INVESTIGATION ALERT (NASDAQ: ACHC): DiCello Levitt LLP Is Investigating Investor Claims Against Acadia Healthcare Company, Inc. and Encourages Current ACHC Shareholders to Contact the Firm
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INVESTOR ALERT: Shareholder Class Action Lawsuit Filed Against Arconic Corporation (NYSE: ARNC); DiCello Levitt LLP Encourages Investors with Losses to Discuss Their Options with Counsel
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INVESTOR ALERT: Shareholder Class Action Lawsuit Filed Against FTAI Aviation Ltd. (NASDAQ: FTAI); DiCello Levitt LLP Encourages Investors with Losses to Discuss Their Options with Counsel
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INVESTIGATION ALERT (NASDAQ: WBA): DiCello Levitt LLP Is Investigating Investor Claims Against Walgreens Boots Alliance, Inc. and Encourages WBA Investors with Losses to Contact the Firm
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INVESTIGATION ALERT (NASDAQ: FTAI): DiCello Levitt LLP Is Investigating Investor Claims Against FTAI Aviation Ltd. and Encourages FTAI Investors with Losses to Contact the Firm
January 17, 2025
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INVESTOR ALERT: Shareholder Class Action Lawsuit Filed Against Flagstar Financial, Inc. (NYSE: FLG); DiCello Levitt LLP Encourages Investors with Losses to Discuss Their Options with Counsel
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INVESTOR ALERT: Shareholder Class Action Lawsuit Filed Against Regeneron Pharmaceuticals, Inc. (NASDAQ: REGN); DiCello Levitt LLP Encourages Investors with Losses to Discuss Their Options with Counsel
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INVESTOR ALERT: Shareholder Class Action Lawsuit Filed Against BioAge Labs, Inc. (NASDAQ: BIOA); DiCello Levitt LLP Encourages Investors with Losses to Discuss Their Options with Counsel
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INVESTIGATION ALERT (NYSE: IIPR): DiCello Levitt LLP Is Investigating Investor Claims Against Innovative Industrial Properties, Inc. and Encourages IIPR Investors with Losses to Contact the Firm
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INVESTIGATION ALERT (NASDAQ: MU): DiCello Levitt LLP Is Investigating Investor Claims Against Micron Technology, Inc. and Encourages MU Investors with Losses to Contact the Firm
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