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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
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
Client Information
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)
TAF sm Program
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Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
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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
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Additional Information
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Events History
Investing During Uncertain Times
Read FULL Seminar Here
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Articles published by KKR
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KKR Joins UPL as an Investor in Advanta
October 21, 2022
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Apax Funds to Sell Boasso Global to KKR
October 06, 2022
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KKR’s Henry McVey Says We Have Entered a Pivotal Period for Endowment and Foundation CIOs
September 28, 2022
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KKR Announces Intra-Quarter Monetization Activity for the Third Quarter
September 22, 2022
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KKR Invests in Hero Future Energies in $450 Million Transaction KKR Invests in Hero Future Energies in $450 Million Transaction
September 20, 2022
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Securitize Launches Fund Providing Tokenized Exposure to KKR Fund for the First Time in the U.S
September 13, 2022
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KKR Expands Industrial Real Estate Portfolio in Phoenix With Acquisition of 101 at Van Buren
September 01, 2022
From
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KKR Leads Investment in Arevia Power
August 22, 2022
From
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Via
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KKR Completes Acquisition of Barracuda from Thoma Bravo
August 16, 2022
From
KKR
Via
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KKR
KKR Expands Industrial Real Estate Portfolio in the Sunbelt with Acquisitions in Georgia and Texas
August 09, 2022
From
KKR
Via
Business Wire
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KKR
KKR Announces Sale of Chicago Industrial Warehouse Portfolio
August 08, 2022
From
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Via
Business Wire
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KKR
KKR Forms Strategic Alliance with Loop Capital to Offer Equity Research and Distribution Capabilities
August 04, 2022
From
KKR
Via
Business Wire
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KKR
KKR Agrees to Sell Minnesota Rubber and Plastics to Trelleborg in Another Win for Employees
August 02, 2022
From
KKR
Via
Business Wire
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KKR
KKR Acquires Atlantic Yards in Atlanta, Georgia
July 19, 2022
From
KKR
Via
Business Wire
Tickers
KKR
KKR Closes $2.1 Billion Asset-Based Finance Fund
July 13, 2022
From
KKR
Via
Business Wire
Tickers
KKR
KKR Expands Industrial Real Estate Portfolio in the Inland Empire
July 08, 2022
From
KKR
Via
Business Wire
Tickers
KKR
KKR Completes Sale of C.H.I. Overhead Doors
June 24, 2022
From
KKR
Via
Business Wire
Tickers
KKR
KKR Announces Intra-Quarter Monetization Activity for the Second Quarter
June 23, 2022
From
KKR
Via
Business Wire
Tickers
KKR
KKR Releases 2021 Sustainability Report
June 23, 2022
From
KKR
Via
Business Wire
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KKR
KKR Partners with Veteran CEO Andy Silvernail to Pursue Acquisition Opportunities in the Americas
June 21, 2022
From
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Via
Business Wire
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KKR
KKR Releases 2022 Mid-Year Global Macro Outlook: Walk, Don’t Run
June 16, 2022
From
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Business Wire
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KKR Invests in apexanalytix
June 06, 2022
From
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Via
Business Wire
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KKR
Bettcher Industries to Acquire Automated Protein Processing Equipment Manufacturer Frontmatec from Axcel
May 24, 2022
From
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Via
Business Wire
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KKR
KKR and C.H.I. Employees Prove ‘Ownership Works’ With Sale of C.H.I. Overhead Doors to Nucor
May 16, 2022
From
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Via
Business Wire
Tickers
KKR
KKR Grows Self-Storage Portfolio With Five New Acquisitions
May 12, 2022
From
KKR
Via
Business Wire
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KKR
KREST Completes Four New Investments Adding $234M of Diversified Real Estate Debt Exposure
May 10, 2022
From
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Via
Business Wire
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KKR
KKR Expands U.S. Industrial Real Estate Strategy with Investments in Ground-up Development
May 09, 2022
From
KKR
Via
Business Wire
Tickers
KKR
KKR Acquires Seven Industrial Buildings Serving Dallas Forth Worth and Atlanta Markets for Approximately $272 Million
April 28, 2022
From
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Via
Business Wire
Tickers
KKR
KKR Completes Acquisition of Leading Japanese Real Estate Asset Manager
April 28, 2022
From
KKR
Via
Business Wire
Tickers
KKR
KKR Announces Tender Offer to Acquire Hitachi Transport System
April 28, 2022
From
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Via
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KKR
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