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Fixed Income Portfolio (FIP)
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Back Dated 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
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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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Total Asset Fund (TAF)
TAF® Program
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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Event Schedule
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Event Schedule
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Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
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Investing During Uncertain Times
Read FULL Seminar Here
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OTC Markets Group Inc
(OP:
OTCM
)
53.99
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Updated: 3:59 PM EST, Jan 15, 2026
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All News about OTC Markets Group Inc
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The OTCQX And OTCQB Markets Experience A Shift Over Pink Tiers Following Improved Regulation Standards By The SEC
↗
October 05, 2022
On September 28, 2021, an amendment to the U.S. Securities and Exchange Commission (SEC) Rule 15c2-11 came into force with significant implications for retail investors trading the more than 12,000...
Via
Benzinga
OTC Markets Group Introduces Fixed Income 15c2-11 Data Product
October 05, 2022
Latest Market Data Offering Simplifies 15c2-11 Compliance for TRACE Eligible US Corporate Debt Securities
From
OTC Markets
Via
GlobeNewswire
OTC Markets Group Welcomes VERSES Technologies Inc. to OTCQX
October 04, 2022
From
OTC Markets
Via
GlobeNewswire
Ketamine One Shares Uplisted To OTCQB
↗
January 12, 2022
KetamineOne Capital Limited (OTCQB:KONEF), a company ...
Via
Benzinga
OTC Markets Group Welcomes Bravo Mining Corp. to OTCQX
September 30, 2022
From
OTC Markets
Via
GlobeNewswire
OTC Markets Group Welcomes Skyharbour Resources Ltd. to OTCQX
September 30, 2022
From
OTC Markets
Via
GlobeNewswire
OTC Markets Group Welcomes Superior Gold Inc. to OTCQX
September 30, 2022
From
OTC Markets
Via
GlobeNewswire
OTC Markets Group Welcomes Global Food and Ingredients Ltd. to OTCQX
September 28, 2022
From
OTC Markets
Via
GlobeNewswire
A Quick Look at the OTC Markets' Most-Active Securities In August - Here’s What You Need to Know
September 13, 2022
While July gave markets around the world a breather, August reestablished 2022’s choppy financial conditions.
Via
TheNewswire.com
Topics
ETFs
Economy
Stocks
A Quick Look at the OTC Markets' Most-Active Securities In August - Here’s What You Need to Know
September 13, 2022
By Jad Malaeb, Benzinga
Via
News Direct
Topics
ETFs
Economy
Stocks
A Quick Look At The OTC Markets' Most-Active Securities In August - Here's What You Need to Know
↗
September 12, 2022
While July gave markets around the world a breather, August reestablished 2022’s choppy financial conditions.
Via
Benzinga
OTC Markets' Most Active Securities Sees A Shake-up In July
↗
August 16, 2022
July gave world markets a breather from 2022’s poor financial conditions.
Via
Benzinga
Mortgage Financiers & Crypto Securities Reclaim Their Spots As Most Actively Traded Securities On OTC Markets In June
August 03, 2022
Mortgage Financiers & Crypto Securities Reclaim Their Spots As Most Actively Traded Securities On OTC Markets In June
Via
News Direct
Topics
ETFs
Stocks
Mortgage Financiers & Crypto Securities Reclaim Their Spots As Most Actively Traded Securities On OTC Markets In June
↗
July 18, 2022
Reflecting the expected conditions of a bear market, many of the world’s indices saw a decrease in price throughout June.
Via
Benzinga
OTC Markets Group Upgrades Cryomass Technologies To OTCQX
↗
July 12, 2022
Cryomass Technologies Inc. (OTCQX: CRYM), a company preparing to manufacture and operate field-mobile equipment for the handling of harvested cannabis, hemp and other high-value plant material, has...
Via
Benzinga
The OTC Markets' Most-Active Securities Embrace International Operators As Volatility Envelops Markets In May
↗
June 17, 2022
Reflecting the world’s uncertainty about the U.S. economy, the market’s major indices saw incredible volatility in May.
Via
Benzinga
The OTC Markets' Most Active Securities Welcomes New Names And Experiences A Reshuffle In April
↗
May 13, 2022
Photo by Becca on Unsplash This post contains sponsored advertising content. This content is for informational purposes only and is not intended to be investing advice. First-quarter 2022 market...
Via
Benzinga
OTC Markets Gr's Earnings: A Preview
↗
May 10, 2022
OTC Markets Gr (OTC:OTCM) is set to give its latest quarterly earnings report on Wednesday, 2022-05-11. Here's what investors need to know before the announcement. Analysts estimate that OTC Markets Gr...
Via
Benzinga
Media and Games Invest SE: Important Step onto US Capital Market. Shares now Also Traded on OTCQX Under the Ticker 'MDGIF'
April 19, 2022
VALLETTA, MALTA / ACCESSWIRE / April 19, 2022 / Media and Games Invest SE ("MGI" or the "Company", ISIN: MT0000580101; ticker M8G; Nasdaq First North Premier Growth Market and Scale Segment Frankfurt...
From
Media and Games Invest SE
Via
AccessWire
Volume Springs Back Into The OTC Markets In March – Take A Look At Some Of The Top Movers
↗
April 14, 2022
This post contains sponsored advertising content. This content is for informational purposes only and is not intended to be investing advice. Trading volume appears to be moving back to OTC Markets...
Via
Benzinga
Monday Is Your Last Chance To Buy OTC Markets Gr Before The Dividend Payout
↗
March 17, 2022
Monday marks the last chance for investors to receive the next dividend payout from OTC Markets Gr (OTC:
Via
Benzinga
The OTCQX's Top 10 Experience A Shuffle In February
↗
March 15, 2022
This post contains sponsored advertising content. This content is for informational purposes only and is not intended to be investing advice.
Via
Benzinga
OTC Markets 2021 Annual Data Review Highlights A Record 60% $ Volume Increase
↗
March 07, 2022
Photo by Sophie Bakes on Unsplash This post contains sponsored advertising content. This content is for informational purposes only and is not intended to be investing advice. The...
Via
Benzinga
Capstone Therapeutics Corp. Announces Name Change to Capstone Holding Corp.
February 25, 2022
ALSIP, IL / ACCESSWIRE / February 25, 2022 / Capstone Therapeutics Corp. (OTCQB:CAPS) ("the Company"), The Company is please to announce a name change effective on this date to Capstone Holding Corp....
From
Capstone Therapeutics Corp
Via
AccessWire
These OTC Securities Reported The Most Trading Volume In January – With Possible Sustained Interest In International Operators
↗
February 14, 2022
Photo from Jason Briscoe on Unsplash This post contains sponsored advertising content. This content is for informational purposes only and is not intended to be investing advice.
Via
Benzinga
The 2022 OTCQX Best 50 Has Been Announced — Here Are The Companies That Made The Cut
↗
February 08, 2022
Photo by Yiorgos Ntrahas on Unsplash This post contains sponsored advertising content. This content is for informational purposes only and is not intended to be investing advice.
Via
Benzinga
OTC Markets Group Welcomes Playmaker Capital Inc. to OTCQX
December 01, 2021
From
Playmaker Capital Inc.
Via
Business Wire
As FINRA's OTC Bulletin Board Closes Down, OTC Markets Group Becomes the Main Gateway Into the Regulated Over-the-Counter Market
↗
November 30, 2021
Photo by Marga Santoso on Unsplash The following post was written and/or published as a collaboration between Benzinga’s in-house sponsored content team and a financial...
Via
Benzinga
InvestorNewsBreaks – OTC Markets Group Inc. (OTCM) Featured in Research Note from Sidoti
November 15, 2021
Via
Investor Brand Network
InvestorNewsBreaks – OTC Markets Group Inc. (OTCM) Featured in Research Note from Sidoti
November 09, 2021
Via
Investor Brand Network
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