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home
about us
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Brochure Supplement Amit Stavinsky
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
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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
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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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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
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Client Contact with Portfolio Manager(s)
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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Tri-lateral alliance set to address critical AUKUS workforce and skilling opportunities
November 06, 2023
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HII Reports Third Quarter 2023 Results
November 02, 2023
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HII Increases Quarterly Dividend to $1.30 per Share
November 01, 2023
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HII is Awarded $79 Million Missile Defense Agency Technical Services Contract
October 30, 2023
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HII Names Paul Tennant as Corporate Vice President of Engagement and International Government Relations
October 25, 2023
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HII to Provide Readiness and Training Software Development Support for the U.S. Navy
October 19, 2023
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HII Partnerships Celebrate Workforce Development Milestones
October 19, 2023
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HII Expands Presence with New Advance Technology Facility in Downtown Syracuse
October 18, 2023
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HII is Awarded $244 Million Contract to Integrate Minotaur Software Products into Maritime Platforms
October 17, 2023
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HII Delivers National Security Cutter Calhoun (WMSL 759) to U.S. Coast Guard
October 13, 2023
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HII is Awarded $347 Million U.S. Navy Lionfish Small UUV Contract
October 11, 2023
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HII Announces Vice President of Trades at Newport News Shipbuilding
October 09, 2023
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HII’s Ingalls Shipbuilding Launches Amphibious Assault Ship Bougainville (LHA 8)
October 06, 2023
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HII Elects Craig Faller to Board of Directors
October 05, 2023
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HII to Host Third Quarter Earnings Conference Call and Webcast on Nov. 2
October 05, 2023
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HII’s Ingalls Shipbuilding Hosts Project MFG Welding Competition
September 28, 2023
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HII Marks Arkansas (SSN 800) Construction Milestone at Newport News Shipbuilding
September 27, 2023
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First Flight III Destroyer Jack H. Lucas (DDG 125) Sails Away From HII’s Ingalls Shipbuilding
September 26, 2023
From
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HII Partners to Advance Additive Manufacturing on a Virginia-Class Submarine
September 25, 2023
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HII’s Ingalls Shipbuilding Authenticates Keel Of Amphibious Assault Ship Fallujah (LHA 9)
September 20, 2023
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HII Hosts Unique Hiring Event with Community Partners
September 14, 2023
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HII to Participate in the Morgan Stanley 11th Annual Laguna Conference
September 05, 2023
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HII is Awarded DDG 1000 Modernization Contract
August 29, 2023
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HII is Awarded $138 Million U.S. Air Force Recompete Task Order to Support Planning and Acquisition of Critical Warfighting Capabilities
August 21, 2023
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HII Christens Guided Missile Destroyer Ted Stevens (DDG 128)
August 19, 2023
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HII Names New Chief Growth Officer for Mission Technologies Division
August 18, 2023
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HII Receives Order to Build Two REMUS 620 Unmanned Underwater Vehicles for NOAA
August 17, 2023
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HII’s Ingalls Shipbuilding Launches Guided Missile Destroyer Ted Stevens (DDG 128)
August 15, 2023
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HII-Led Team Develops Prototype Cyber Threat Hunting Kit to Support Defensive Cyber Operations
August 14, 2023
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HII Reports Second Quarter 2023 Results
August 03, 2023
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