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Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
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Own Your Practice
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contact us
PRODUCTS
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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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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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
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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
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TAF® Program
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Additional Information
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Event Schedule
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Investing During Uncertain Times
Read FULL Seminar Here
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Articles published by SmartStop Self Storage REIT, Inc.
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SmartStop Self Storage REIT, Inc. Declares Updated Estimated Per Share Value
January 16, 2024
From
SmartStop Self Storage REIT, Inc.
Via
Business Wire
SmartStop Self Storage REIT’s CFO, James Barry, to Present at the KeyBanc Capital Markets Self Storage Investor Forum
January 04, 2024
From
SmartStop Self Storage REIT, Inc.
Via
Business Wire
SmartStop Self Storage REIT’s Chairman and CEO, H. Michael Schwartz, to Present at the New York Self Storage Association Investment Forum
January 03, 2024
From
SmartStop Self Storage REIT, Inc.
Via
Business Wire
SmartStop Self Storage REIT, Inc. Reports Third Quarter 2023 Results
November 14, 2023
From
SmartStop Self Storage REIT, Inc.
Via
Business Wire
SmartStop Opens New Self-Storage Facility in San Gabriel, California
October 16, 2023
From
SmartStop Self Storage REIT, Inc.
Via
Business Wire
SmartStop Self Storage Executives to Share Expertise at Evercore Storage Symposium
October 02, 2023
From
SmartStop Self Storage REIT, Inc.
Via
Business Wire
SmartStop Self Storage Continues Its Dedicated Support for the Breast Cancer Research Foundation for a Remarkable Sixth Consecutive Year
September 28, 2023
From
SmartStop Self Storage REIT, Inc.
Via
Business Wire
SmartStop Self Storage Once Again Ranked Top Self Storage Customer Service 2024 by Newsweek
September 07, 2023
From
SmartStop Self Storage REIT, Inc.
Via
Business Wire
SmartStop Self Storage REIT, Inc. Reports Second Quarter 2023 Results
August 10, 2023
From
SmartStop Self Storage REIT, Inc.
Via
Business Wire
SmartStop Self Storage Announces Sponsorship of Flight for Hope
August 01, 2023
From
SmartStop Self Storage REIT, Inc.
Via
Business Wire
SmartStop Self Storage REIT’s Chairman and CEO, H. Michael Schwartz, to Present at the California SSA Annual Self Storage Owners Summit
July 13, 2023
From
SmartStop Self Storage REIT, Inc.
Via
Business Wire
SmartStop Adds Eight Self-Storage Facilities in the Greater Toronto Area for Approximately CAD $300 Million
June 20, 2023
From
SmartStop Self Storage REIT, Inc.
Via
Business Wire
SmartStop Self Storage REIT, Inc. Reports First Quarter 2023 Results
May 11, 2023
From
SmartStop Self Storage REIT, Inc.
Via
Business Wire
SmartStop Self Storage Wins Reputation's 800 Award for Second Consecutive Year
March 16, 2023
From
SmartStop Self Storage REIT, Inc.
Via
Business Wire
SmartStop Self Storage REIT, Inc. Reports Fourth Quarter 2022 Results
March 03, 2023
From
SmartStop Self Storage REIT, Inc.
Via
Business Wire
SmartStop Self Storage Announces 22nd Property in the Greater Toronto Area
December 29, 2022
From
SmartStop Self Storage REIT, Inc.
Via
Business Wire
SmartStop Self Storage REIT’s Chairman and CEO, H. Michael Schwartz, to Present at the KeyBanc Capital Markets Self Storage Investor Forum
December 29, 2022
From
SmartStop Self Storage REIT, Inc.
Via
Business Wire
SmartStop Self Storage Named a Top Corporate Solar User by the Solar Energy Industries Association
December 14, 2022
From
SmartStop Self Storage REIT, Inc.
Via
Business Wire
SmartStop Self Storage REIT, Inc. Declares Updated Estimated Per Share Net Asset Value
December 06, 2022
From
SmartStop Self Storage REIT, Inc.
Via
Business Wire
SmartStop Self Storage REIT, Inc. Reports Third Quarter 2022 Results
November 10, 2022
From
SmartStop Self Storage REIT, Inc.
Via
Business Wire
SmartStop Self Storage Ranked Top Self Storage Customer Service 2023 by Newsweek
October 06, 2022
From
SmartStop Self Storage REIT, Inc.
Via
Business Wire
SmartStop Founder and CEO H. Michael Schwartz to Keynote the Canadian Self Storage Association's 17th Annual Eastern Canadian Conference in Toronto
October 05, 2022
From
SmartStop Self Storage REIT, Inc.
Via
Business Wire
SmartStop Self Storage to Partner With the Breast Cancer Research Foundation for Fifth Consecutive Year
October 03, 2022
From
SmartStop Self Storage REIT, Inc.
Via
Business Wire
SmartStop Self Storage REIT, Inc. Recognized as Top Individual Performer in the Summer 2022 Issue of THE IPA/STANGER MONITOR
August 23, 2022
From
SmartStop Self Storage REIT, Inc.
Via
Business Wire
SmartStop Self Storage REIT, Inc. Reports Second Quarter 2022 Results
August 11, 2022
From
SmartStop Self Storage REIT, Inc.
Via
Business Wire
SmartStop Self Storage REIT, Inc. Acquires Self Storage Facility in the Denver MSA
June 28, 2022
From
SmartStop Self Storage REIT, Inc.
Via
Business Wire
SmartStop Self Storage REIT, Inc. Closes Acquisition of Strategic Storage Growth Trust II, Inc. in Stock-for-Stock Transaction
June 01, 2022
From
SmartStop Self Storage REIT, Inc.
Via
Business Wire
SmartStop Self Storage REIT, Inc. Acquires Self Storage Facility in the Jacksonville, FL Metropolitan Area
May 17, 2022
From
SmartStop Self Storage REIT, Inc.
Via
Business Wire
SmartStop Self Storage REIT, Inc. Reports First Quarter 2022 Results
May 11, 2022
From
SmartStop Self Storage REIT, Inc.
Via
Business Wire
SmartStop Self Storage REIT, Inc. Acquires Self Storage Facility in Sacramento
May 10, 2022
From
SmartStop Self Storage REIT, Inc.
Via
Business Wire
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