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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
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)
MVS 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
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Additional Information
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Investing During Uncertain Times
Read FULL Seminar Here
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KKR Closes $17 Billion Global Infrastructure Fund
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January 26, 2022
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Strategic Lease Partners Acquires $780 Million in Net Leased Properties in Q4 2021 for KKR
January 24, 2022
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KKR Acquires Merchants Mortgage Trust & Corporation
January 19, 2022
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January 11, 2022
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KKR, Ontario Teachers’ and PSP Investments Complete Acquisition of Spark Infrastructure
December 22, 2021
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KKR Announces Record Intra-Quarter Monetization Activity Update for the Fourth Quarter
December 21, 2021
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BMG and KKR Acquire Music Interests of Rock Icons ZZ Top
December 21, 2021
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KKR Adds Healthcare Real Estate Assets to KREST Portfolio
December 20, 2021
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KKR to Acquire Leading Software Provider Yayoi from ORIX
December 17, 2021
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KKR Releases 2022 Global Macro Outlook
December 16, 2021
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KKR Completes Acquisition of Bettcher Industries and Names Dan Daniel Chairman
December 15, 2021
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KKR Expands Real Estate Industrial Portfolio in the Lehigh Valley with a New Acquisition
December 14, 2021
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KKR and Synergy Acquire Two Drydock in the Seaport’s Raymond L. Flynn Marine Park from Skanska
December 14, 2021
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Ontario Teachers’ Joins KKR as an Investor in GreenCollar
December 09, 2021
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Mukul Chawla Joins KKR as Head of Growth Equity in Asia Pacific
December 01, 2021
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KKR Announces Formation of Sustainability Expert Advisory Council
December 01, 2021
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KKR Supports 74 Small Businesses and Nonprofits in Latest Grants to Aid Global Economic Recovery
November 30, 2021
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November 12, 2021
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KKR Appoints K.V. Kamath as Senior Advisor
November 09, 2021
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November 08, 2021
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KKR to Acquire Storage Tank Operator Central Tank Terminal
November 08, 2021
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