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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
Tamar Advisors
Own Your Practice
Letter to Clients
member log-in
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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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
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Event Schedule
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Event Schedule
Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
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Focus Financial Partners Inc. - Common Stock
(NQ:
FOCS
)
N/A
UNCHANGED
Last Price
Updated: 4:00 PM EDT, Aug 30, 2023
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All News about Focus Financial Partners Inc. - Common Stock
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Schur & Sugarman to Join Focus Partner Firm Provident Financial Management, Enhancing Provident’s Business Management Expertise
October 25, 2022
Via
ACCESSWIRE
Paul Guidry Joins Focus Partner Firm Summit Financial Wealth Advisors, Establishing Summit’s Presence in New Orleans
October 25, 2022
Via
ACCESSWIRE
Focus Financial Partners to Release 2022 Third Quarter Results on November 3
October 20, 2022
Via
ACCESSWIRE
Where Focus Finl Partners Stands With Analysts
↗
October 18, 2022
Within the last quarter, Focus Finl Partners (NASDAQ:FOCS) has observed the following analyst ratings:
Via
Benzinga
Eight Advisers With Focus Partner Firms Named to the 2022 List of Australia's Top 100 Financial Advisers
October 12, 2022
Via
ACCESSWIRE
Analyst Ratings for Focus Finl Partners
↗
September 20, 2022
Analysts have provided the following ratings for Focus Finl Partners (NASDAQ:FOCS) within the last quarter:
Via
Benzinga
Analyst Ratings for Focus Finl Partners
↗
July 25, 2022
Within the last quarter, Focus Finl Partners (NASDAQ:FOCS) has observed the following analyst ratings:
Via
Benzinga
12 Focus Partner Firms Named to Barron's 2022 List of Top 100 RIA Firms Steve Cassaday of Focus Partner Firm Cassaday & Company Named to Barron's 2022 Lists of Top 100 Financial Advisors and Top 100 Independent Advisors
October 07, 2022
Via
ACCESSWIRE
Alpha Insurance Group Will Join Focus Partner Firm Ancora Holdings, Strengthening Ancora's Integrated Service Offering
September 23, 2022
Via
ACCESSWIRE
FourThought Private Wealth to Join Focus as a New Partner Firm, Deepening Focus' Presence in the Florida Wealth Management Market
September 22, 2022
Via
ACCESSWIRE
What 5 Analyst Ratings Have To Say About Focus Finl Partners
↗
September 20, 2022
Analysts have provided the following ratings for Focus Finl Partners (NASDAQ:FOCS) within the last quarter:
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For September 20, 2022
↗
September 20, 2022
Upgrades
Via
Benzinga
Beaumont Financial Partners, a Premier Independent Wealth Manager With a Substantial Presence in the Boston Metro Area, to Join Focus as a New Partner Firm
September 15, 2022
Via
ACCESSWIRE
Dental Wealth Will Join Focus Partner Firm Buckingham Strategic Wealth, Further Expanding Buckingham’s Presence in the Pacific Northwest
August 29, 2022
Via
ACCESSWIRE
Emerald Spectrum Advisory Team to Join Focus Partner Firm Hill Investment Group, Establishing Hill’s Presence in Nashville
August 26, 2022
Via
ACCESSWIRE
Focus Financial Partners's Return On Capital Employed Insights
↗
August 19, 2022
According to Benzinga Pro, during Q2, Focus Financial Partners (NASDAQ:FOCS) earned $49.32 million, a 26.19% increase from the preceding quarter. Focus Financial Partners also posted a total of $539.21...
Via
Benzinga
Connectus Wealth Advisers Launches MyConnectus, an Innovative Digital Engagement Platform That Delivers an Integrated Wealth Management Experience to Advisers and their Clients
August 18, 2022
Via
ACCESSWIRE
Focus Partner Firm Connectus Wealth Advisers Appoints Chief Executive Officer to Join Connectus Leadership Team
August 10, 2022
Via
ACCESSWIRE
RT Mosaic Wealth Management to Join Focus Partner Firm Cardinal Point, Increasing Cardinal Point's Scale and Enhancing Its Western Canadian Presence
August 10, 2022
Via
ACCESSWIRE
Focus Treasury and Credit Solutions Partners with Community Capital Technology to Offer Online Loan Marketplace Through an Innovative Digital Platform
August 08, 2022
Via
ACCESSWIRE
Focus Financial Partners Reports Second Quarter 2022 Results Revenue Diversification, Variable Expense Base and Global Scale Drive Excellent Financial Performance in Volatile Markets
August 04, 2022
Via
ACCESSWIRE
Focus Financial Partners to Release 2022 Second Quarter Results on August 4
July 21, 2022
Via
ACCESSWIRE
Focus Financial Partners to Release 2022 Second Quarter Results on August 4
July 21, 2022
NEW YORK, NY / ACCESSWIRE / July 21, 2022 / Focus Financial Partners Inc. (Nasdaq:FOCS) ("Focus"), a leading partnership of independent, fiduciary wealth management firms, today announced that it will...
From
Focus Financial Partners
Via
AccessWire
Strategic Capital Advisers to Join Focus Partner Transform Wealth, Strengthening Transform's Capabilities and Presence in Colorado
July 20, 2022
Via
ACCESSWIRE
Strategic Capital Advisers to Join Focus Partner Transform Wealth, Strengthening Transform's Capabilities and Presence in Colorado
July 20, 2022
NEW YORK, NY / ACCESSWIRE / July 20, 2022 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus"), a leading partnership of independent, fiduciary wealth management firms, announced today that it has...
From
Focus Financial Partners
Via
AccessWire
Topics
Regulatory Compliance
Retirement
Oppenheimer Maintains Outperform Rating for Focus Finl Partners: Here's What You Need To Know
↗
July 06, 2022
Oppenheimer has decided to maintain its Outperform rating of Focus Finl Partners (NASDAQ:FOCS) and lower its price target from $60.00 to $52.00. Shares of Focus Finl Partners are trading up 1.27% over...
Via
Benzinga
Ross Bennet Smith to Join Focus Partner Firm NKSFB, Expanding NKSFB’s Presence into the United Kingdom
July 01, 2022
NEW YORK, NY / ACCESSWIRE / July 1, 2022 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus"), a leading partnership of independent, fiduciary wealth management firms, announced today that it has...
From
Focus Financial Partners
Via
AccessWire
Pro Ice Management Group Team to Join Focus Partner Firm Cardinal Point, Enhancing Cardinal Point’s U.S. - Canadian Cross-Border Expertise & Establishing Its Presence in Professional Athlete Market
July 01, 2022
NEW YORK, NY / ACCESSWIRE / July 1, 2022 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus"), a leading partnership of independent, fiduciary wealth management firms, announced today that the team...
From
Focus Financial Partners
Via
AccessWire
8 Financials Stocks Whale Activity In Today's Session
↗
June 16, 2022
This whale alert can help traders discover the next big trading opportunities. Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity...
Via
Benzinga
Icon Wealth Partners to Join Focus as a New Partner Firm, Broadening Focus Presence in the Texas Wealth Management Market
June 15, 2022
NEW YORK, NY / ACCESSWIRE / June 15, 2022 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus"), a leading partnership of independent, fiduciary wealth management firms, announced today that Icon...
From
Focus Financial Partners
Via
AccessWire
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