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Brochure Supplement Dominick Savo
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Brochure Supplement Joe Estes
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Statement Of Financial Strength
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Own Your Practice
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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
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)
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated 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
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Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
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Generac Holdings Inc. Investors with Substantial Losses Have Opportunity to Lead the Generac Class Action Lawsuit – GNRC
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From
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SPPI ALERT: Investors With Substantial Losses Have Opportunity to Lead the Spectrum Pharmaceuticals, Inc. Class Action Lawsuit
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GNRC ALERT: Investors with Substantial Losses Have Opportunity to Lead the Generac Holdings Inc. Class Action Lawsuit
September 01, 2021
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Robbins Geller Rudman & Dowd LLP Files Lawsuit Against HyreCar Inc. and Announces Opportunity for Investors With Substantial Losses to Lead the HyreCar Class Action Lawsuit – HYRE
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SAVA ALERT: Robbins Geller Rudman & Dowd LLP Files Class Action Suit Against Cassava Sciences, Inc. and Announces Opportunity for Investors with Substantial Losses to Lead Case
August 31, 2021
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KPLT ALERT: Investors with Substantial Losses Have Opportunity to Lead the Katapult Holdings, Inc. Class Action Lawsuit
August 30, 2021
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SAVA ALERT: Robbins Geller Rudman & Dowd LLP Files Class Action Suit Against Cassava Sciences, Inc. and Announces Opportunity for Investors with Substantial Losses to Lead Case
August 28, 2021
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HYRE ALERT: Robbins Geller Rudman & Dowd LLP Files Class Action Suit Against HyreCar Inc. and Announces Opportunity for Investors with Substantial Losses to Lead Case
August 28, 2021
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Investors With Substantial Losses Have Opportunity to Lead the Sesen Bio, Inc. Class Action Lawsuit – SESN
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Investors With Substantial Losses Have Opportunity to Lead the PayPal Holdings, Inc. Class Action Lawsuit - PYPL
August 26, 2021
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PYPL ALERT: Investors With Substantial Losses Have Opportunity to Lead the PayPal Holdings, Inc. Class Action Lawsuit
August 23, 2021
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Investors With Substantial Losses Have Opportunity to Lead the Annovis Bio, Inc. Class Action Lawsuit – ANVS
August 23, 2021
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ALERT: Investors With Substantial Losses Have Opportunity to Lead the ATI Physical Therapy, Inc. Class Action Lawsuit - ATIP
August 23, 2021
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Investors With Substantial Losses Have Opportunity to Lead the View, Inc. Class Action Lawsuit – VIEW
August 23, 2021
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DEADLINE: Investors With Substantial Losses Have Opportunity to Lead the Yalla Group Limited Class Action Lawsuit - YALA
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Robbins Geller Rudman & Dowd LLP Announces U.S. Xpress Enterprises, Inc. IPO Litigation
August 23, 2021
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SESN ALERT: Investors With Substantial Losses Have Opportunity to Lead the Sesen Bio, Inc. Class Action Lawsuit
August 20, 2021
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TUESDAY DEADLINE: Investors with Substantial Losses Have Opportunity to Lead the Athira Pharma, Inc. Class Action Lawsuit – ATHA
August 18, 2021
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ALERT: Investors With Substantial Losses Have Opportunity to Lead the View, Inc. Class Action Lawsuit
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ANVS ALERT: Investors With Substantial Losses Have Opportunity to Lead the Annovis Bio, Inc. Class Action Lawsuit
August 18, 2021
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ATIP ALERT: Investors with Substantial Losses Have Opportunity to Lead the ATI Physical Therapy, Inc. Class Action Lawsuit
August 17, 2021
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FRIDAY DEADLINE: Investors with Substantial Losses Have Opportunity to Lead the Home Point Capital, Inc. Class Action Lawsuit – HMPT
August 16, 2021
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YALA ALERT: Investors with Substantial Losses Have Opportunity to Lead the Yalla Group Limited Class Action Lawsuit
August 16, 2021
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DEADLINE: Investors with Substantial Losses Have Opportunity to Lead the Oatly Group AB Class Action Lawsuit - OTLY
August 16, 2021
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DKNG UPDATE: Investors with Substantial Losses Have Opportunity to Lead the DraftKings Inc. Class Action Lawsuit
August 14, 2021
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ALERT: Investors with Substantial Losses Have Opportunity to Lead the Live Ventures Incorporated Class Action Lawsuit
August 13, 2021
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ITRM NOTICE: Investors with Substantial Losses Have Opportunity to Lead the Iterum Therapeutics plc Class Action Lawsuit
August 12, 2021
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DEADLINE NEXT WEEK: Investors with Substantial Losses Have Opportunity to Lead the Ocugen, Inc. Class Action Lawsuit – OCGN
August 12, 2021
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