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Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
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Fixed Income Portfolio (FIP)
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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
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
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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
Services, Fees and Compensation
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Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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TAF
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Total Asset Fund (TAF sm) Presentation
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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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EQR Stock Alert: Halper Sadeh LLC is Investigating Whether Equity Residential is Obtaining a Fair Price for its Shareholders
May 21, 2026
From
Halper Sadeh LLC
Via
Business Wire
Tickers
EQR
AVB Stock Alert: Halper Sadeh LLC is Investigating Whether AvalonBay Communities, Inc. is Obtaining a Fair Price for its Shareholders
May 21, 2026
From
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AVB
Halper Sadeh LLC is Investigating Whether SEM, WSR, INM, GDOT are Obtaining Fair Deals for their Shareholders
May 20, 2026
From
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GDOT
INM
SEM
WSR
EVTV Stock Alert: Halper Sadeh LLC is Investigating Whether Envirotech Vehicles, Inc. is Obtaining a Fair Price for its Shareholders
May 20, 2026
From
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EVTV
Halper Sadeh LLC is Investigating Whether RAMP, D, SACH, NEE are Obtaining Fair Deals for their Shareholders
May 19, 2026
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D
NEE
RAMP
INM Stock Alert: Halper Sadeh LLC is Investigating Whether InMed Pharmaceuticals, Inc. is Obtaining a Fair Price for its Shareholders
May 19, 2026
From
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INM
D Stock Alert: Halper Sadeh LLC is Investigating Whether Dominion Energy, Inc. is Obtaining a Fair Price for its Shareholders
May 18, 2026
From
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D
NEE Stock Alert: Halper Sadeh LLC is Investigating Whether NextEra Energy, Inc. is Obtaining a Fair Price for its Shareholders
May 18, 2026
From
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NEE
SACH Stock Alert: Halper Sadeh LLC is Investigating Whether Sachem Capital Corp. is Obtaining a Fair Price for its Shareholders
May 18, 2026
From
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SACH
RAMP Stock Alert: Halper Sadeh LLC is Investigating Whether LiveRamp Holdings, Inc. is Obtaining a Fair Price for its Shareholders
May 18, 2026
From
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Halper Sadeh LLC is Investigating Whether MDV, GBTG, STEL, WBS are Obtaining Fair Deals for their Shareholders
May 12, 2026
From
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GBTG
MDV
STEL
WBS
Halper Sadeh LLC is Investigating Whether KALV, THR, CECO are Obtaining Fair Deals for their Shareholders
May 12, 2026
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Halper Sadeh LLC is Investigating Whether NSA, LSTA, TALK are Obtaining Fair Deals for their Shareholders
May 12, 2026
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NSA
TALK
CPRX Stock Alert: Halper Sadeh LLC is Investigating Whether Catalyst Pharmaceuticals, Inc. is Obtaining a Fair Price for its Shareholders
May 07, 2026
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Halper Sadeh LLC is Investigating Whether SILA, ESPR, CRBG, EQH are Obtaining Fair Deals for their Shareholders
May 06, 2026
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EQH
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Halper Sadeh LLC is Investigating Whether HLX, OGN, XOMA, RMAX are Obtaining Fair Deals for their Shareholders
May 06, 2026
From
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HLX
OGN
RMAX
XOMA
Halper Sadeh LLC is Investigating Whether AVNS, BLD, HLX, AFBI are Obtaining Fair Deals for their Shareholders
May 05, 2026
From
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AFBI
AVNS
BLD
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Halper Sadeh LLC is Investigating Whether SILA, LSTA, ESPR are Obtaining Fair Deals for their Shareholders
May 05, 2026
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ESPR
LSTA
SILA
Halper Sadeh LLC is Investigating Whether SLNO, OGN, RMAX, XOMA are Obtaining Fair Deals for their Shareholders
May 05, 2026
From
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OGN
RMAX
SLNO
XOMA
Halper Sadeh LLC is Investigating Whether MKC, LEG, OGN, KW are Obtaining Fair Deals for their Shareholders
May 05, 2026
From
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KW
LEG
MKC
OGN
Halper Sadeh LLC is Investigating Whether XOMA, RMAX, GRTX are Obtaining Fair Deals for their Shareholders
May 05, 2026
From
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GRTX
RMAX
XOMA
Halper Sadeh LLC is Investigating Whether AVNS, OGN, ESQ, VRE are Obtaining Fair Deals for their Shareholders
May 05, 2026
From
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AVNS
ESQ
OGN
VRE
Halper Sadeh LLC is Investigating Whether SLNO, APLS, HLX are Obtaining Fair Deals for their Shareholders
May 05, 2026
From
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APLS
HLX
SLNO
Halper Sadeh LLC is Investigating Whether SILA and LSTA are Obtaining Fair Deals for their Shareholders
May 04, 2026
From
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LSTA
SILA
MDV Stock Alert: Halper Sadeh LLC is Investigating Whether Modiv Industrial, Inc. is Obtaining a Fair Price for its Shareholders
May 04, 2026
From
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MDV
ACR Stock Alert: Halper Sadeh LLC is Investigating Whether ACRES Commercial Realty Corp. is Obtaining a Fair Price for its Shareholders
May 04, 2026
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ACR
GBTG Stock Alert: Halper Sadeh LLC is Investigating Whether Global Business Travel Group, Inc. is Obtaining a Fair Price for its Shareholders
May 04, 2026
From
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GBTG
ESPR Stock Alert: Halper Sadeh LLC is Investigating Whether Esperion Therapeutics, Inc. is Obtaining a Fair Price for its Shareholders
May 01, 2026
From
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Halper Sadeh LLC is Investigating Whether BLD, SILA, QXO, LPSN are Obtaining Fair Deals for their Shareholders
April 30, 2026
From
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BLD
LPSN
SILA
Halper Sadeh LLC is Investigating Whether TBRG, SILA, BRNS are Obtaining Fair Deals for their Shareholders
April 30, 2026
From
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BRNS
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