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home
about us
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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
Job Opportunities
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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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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Client Information
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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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
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Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
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Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
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CIO Leadership: HMG Strategy to Recognize Five Exemplary Global Leadership Institute Award Winners at its 15th Annual Phoenix C-Level Technology Leadership Summit on March 21
February 16, 2024
From
HMG Strategy
Via
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CIO Leadership: Brainstorming Between CIOs and Business Tech Leaders on Common Challenges and Opportunities Will Fuel the Discussion at the 15th Annual Dallas C-Level Technology Leadership Summit on April 2
February 07, 2024
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CIO Leadership: Reskilling and Upskilling the Tech Workforce for the GenAI-enabled Enterprise will Pepper the Discussion at the 15th Annual Phoenix C-Level Technology Leadership Summit on March 21
January 31, 2024
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CIO Leadership: HMG Strategy Kicks Off its 2024 C-Level Technology Executive Leadership Summit Series with its 16th Annual Silicon Valley Global Innovation Summit on March 7
January 18, 2024
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HMG Strategy’s 2023 Global Innovation Summit Recently Named as a Top Tech Conference to Attend by TechRepublic in 2023
January 05, 2024
From
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Visionary Leadership: HMG Strategy, the World’s #1 Executive Leadership Network, Looks Ahead to its 17th Year of Monumental Growth, Unique Global Advisory Services, Industry-Leading Recognition Program and Community Gratitude
December 29, 2023
From
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The Visionary Leadership Needed to Power the Next Wave of Business Growth will Drive the Discussion at the 2023 Global Innovation Summit on December 12
December 06, 2023
From
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GlobeNewswire
Visionary Leadership: The Implications of the SEC’s Fraud Indictment of SolarWinds and its CISO will Pepper the Discussion at the 2023 Global CISO Executive Leadership Summit on December 12
December 01, 2023
From
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Visionary Leadership: Thriving in the Age of Accelerated Innovation will Power the Discussion at the 2023 Global Innovation Summit on December 12
November 22, 2023
From
HMG Strategy
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GlobeNewswire
CIO Leadership: The Visionary Leadership Needed to Anticipate What’s Next for the Business will Drive the Discussion at the 2023 Denver CIO Executive Leadership Summit on November 14
November 02, 2023
From
HMG Strategy
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CIO Leadership: The Visionary Leadership Needed to Drive an Enterprise Generative AI Strategy will Power the Discussion at the 2023 Charlotte IT Executive Leadership Summit in Partnership with SIM Charlotte on November 9
October 19, 2023
From
HMG Strategy
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GlobeNewswire
CIO Leadership: The Visionary Leadership Needed to Power New Business Growth Will Drive the Discussion at the 2023 Silicon Valley CIO Executive Leadership Summit on October 17
October 12, 2023
From
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Via
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CIO Leadership: Leading as the CEO of Technology Will Drive the Discussion at the 2023 Minneapolis CIO Executive Leadership Summit on November 2
October 05, 2023
From
HMG Strategy
Via
GlobeNewswire
CIO Leadership: HMG Strategy’s Fall 2023 CIO & CISO Executive Leadership Summits are Achieving Record Attendance with All-Star Speakers and Thought-Provoking Agendas
September 26, 2023
From
HMG Strategy
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GlobeNewswire
CIO Leadership: Leveraging AI to Reimagine the Business and the Future of Customer Experience Will Power the Dialogue at the 2023 Greenwich CIO Executive Leadership Summit on October 26
September 20, 2023
From
HMG Strategy
Via
GlobeNewswire
CIO Leadership: HMG Strategy Shatters Registration Record for its 2023 Southern California CIO Executive Leadership Summit in Partnership with Southern California SIM
September 14, 2023
From
HMG Strategy
Via
GlobeNewswire
CIO Leadership: Generative AI and Visionary Leadership in the Enterprise Will Power the Discussion at the 2023 Boston CIO Executive Leadership Summit on September 6
September 03, 2023
From
HMG Strategy
Via
GlobeNewswire
CIO Leadership: Delivering on the Digital AI Agenda Will Drive the Discussion at the 2023 San Diego Technology Executive Leadership Summit in Partnership with SIM San Diego on October 12
September 01, 2023
From
HMG Strategy
Via
GlobeNewswire
CIO Leadership: The Steps Needed to Build a High-Performance Culture Will Power the Discussion at the 2023 St. Louis CIO Executive Leadership Summit on October 5
August 24, 2023
From
HMG Strategy
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CIO Leadership: The Evolution of the CIO Role to Deliver Business Value Will Power the Discussion at the 2023 Philadelphia CIO Executive Leadership Summit on September 28
August 11, 2023
From
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GlobeNewswire
CIO Leadership: The CIO as the CEO of Technology Will Power the Discussion at the 2023 Washington, D.C. CIO Executive Leadership Summit on September 26
August 03, 2023
From
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Via
GlobeNewswire
CIO Leadership: Exploring the Ethical Implications of AI Will Power the Discussion at the 2023 Detroit CIO Executive Leadership Summit on September 21
July 27, 2023
From
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Via
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CIO Leadership: Communicating AI to the C-Suite and the Board Will Power the Discussion at the 2023 Chicago CIO Executive Leadership Summit on September 19
July 20, 2023
From
HMG Strategy
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GlobeNewswire
CIO Leadership: Opportunities to Revolutionize the Customer and Employee Experience with Generative AI Will Fuel the Discussion at the 2023 Southern California CIO Executive Leadership Summit on September 14
July 12, 2023
From
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GlobeNewswire
CIO Leadership: An All-Star Roster of Business Tech Leaders Will Share the Stage at the 2023 Boston CIO Executive Leadership Summit on September 6
July 07, 2023
From
HMG Strategy
Via
GlobeNewswire
CIO Leadership: Driving a Modern AI Enterprise and a Secure Digital Agenda Through Visionary Leadership Will Drive the Discussion at the 2023 Atlanta CIO Executive Leadership Summit on August 18
June 30, 2023
From
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Via
GlobeNewswire
CIO Leadership: HMG Strategy’s 2023-2024 Global Leadership Institute Awards: Recognizing Visionary Business Tech Leaders
June 15, 2023
From
HMG Strategy
Via
GlobeNewswire
CIO Leadership: HMG Strategy Achieves Record Registration for its 2023 New York CISO & Technology Executive Leadership Summit on June 15
June 08, 2023
From
HMG Strategy
Via
GlobeNewswire
CIO Leadership: HMG Strategy Sets the Industry Standard with its Peer-Driven, Future-Focused Executive Advisory Services
June 01, 2023
From
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Via
GlobeNewswire
CIO Leadership: How Pending SEC Cyber Regulations Will Impact CXOs and the Board Will Power the Discussion at the 2023 New York CISO & Technology Executive Leadership Summit on June 15
May 25, 2023
From
HMG Strategy
Via
GlobeNewswire
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