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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
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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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
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
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
TAM
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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Articles published by Atlis Motor Vehicles Inc.
Atlis Motor Vehicles to Share Important Updates Regarding the Company’s Future During Live Stream Event on Monday, April 17th, 2023, at 11am PT / 2pm ET
April 11, 2023
From
Atlis Motor Vehicles Inc.
Via
GlobeNewswire
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AMV
Atlis Motor Vehicles Expands Executive Team, Welcomes Srinivas Jasthi as Vice President of Software
March 30, 2023
From
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GlobeNewswire
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AMV
Atlis Motor Vehicles to Participate in the Electric Vehicle & Auto Tech Virtual Conference Presented by Maxim Group and Hosted by M-Vest on Thursday, March 30th at 12:00 P.M. ET
March 28, 2023
From
Atlis Motor Vehicles Inc.
Via
GlobeNewswire
Tickers
AMV
Atlis Motor Vehicles to Host Investor Town Hall on Monday, March 20, 2023, at 7:30pm ET / 4:30pm PT
March 20, 2023
From
Atlis Motor Vehicles Inc.
Via
GlobeNewswire
Tickers
AMV
Atlis Motor Vehicles Releases Battery Cell Data Showing Capability on Track to Enable 0 – 100% Charge in 15-mins or Less
March 15, 2023
From
Atlis Motor Vehicles Inc.
Via
GlobeNewswire
Tickers
AMV
Atlis Motor Vehicles Announces Landmark Achievement: First Company to Successfully Demonstrate Over 1 Megawatt Charging Capability
February 22, 2023
From
Atlis Motor Vehicles Inc.
Via
GlobeNewswire
Tickers
AMV
Atlis Motor Vehicles, Inc. Announces Closing of $13.0 Million Public Offering
February 21, 2023
From
Atlis Motor Vehicles Inc.
Via
GlobeNewswire
Tickers
AMV
Atlis Motor Vehicles, Inc. Announces Pricing of $13.0 Million Public Offering
February 16, 2023
From
Atlis Motor Vehicles Inc.
Via
GlobeNewswire
Tickers
AMV
Atlis Motor Vehicles on Pace to Achieve Exponential Growth in 2023, Sets Goal to Double 2022 Headcount in Response to Growing Demand
February 07, 2023
From
Atlis Motor Vehicles Inc.
Via
GlobeNewswire
Tickers
AMV
Atlis Motor Vehicles Debuts Proprietary Megawatt AC/DC Charge Handle and Cable Design, Successfully Delivering Unprecedented 1,200A+ and 1,000V+ in Charge Tests
January 31, 2023
From
Atlis Motor Vehicles Inc.
Via
GlobeNewswire
Tickers
AMV
Atlis Motor Vehicles Battery Cell Output Increases 15x as Production Ramps to Meet Customer Demand
January 23, 2023
From
Atlis Motor Vehicles Inc.
Via
GlobeNewswire
Tickers
AMV
Atlis Motor Vehicles to Present Strategies to Build and Expand Charging Infrastructure
January 19, 2023
From
Atlis Motor Vehicles Inc.
Via
GlobeNewswire
Tickers
AMV
Atlis Motor Vehicles Challenges Biden-Harris Admin’s Blueprint to Decarbonize America’s Transportation Sector: More Support Needed for Those in Rural Communities
January 17, 2023
From
Atlis Motor Vehicles Inc.
Via
GlobeNewswire
Tickers
AMV
Atlis Motor Vehicles Reaches 2 Gigawatt-Hours in Customer Demand for Batteries
January 11, 2023
From
Atlis Motor Vehicles Inc.
Via
GlobeNewswire
Tickers
AMV
Atlis Motor Vehicles and HALLE Solar Partner to Provide Solar Shingle Paneling and Residential Energy Storage Solutions
November 17, 2022
From
Atlis Motor Vehicles Inc.
Via
GlobeNewswire
Tickers
AMV
Atlis Motor Vehicles Enters Mass Production Trial of AMV Battery Technology
November 15, 2022
From
Atlis Motor Vehicles Inc.
Via
GlobeNewswire
Tickers
AMV
Atlis Motor Vehicles Secures Two Key Test Pack Purchase Orders from EV Manufacturers
November 14, 2022
From
Atlis Motor Vehicles Inc.
Via
GlobeNewswire
Tickers
AMV
Atlis Motor Vehicles to Hold Live Stream Town Hall on November 15, 2022 at 12:00pm ET / 9:00am PT
November 11, 2022
From
Atlis Motor Vehicles Inc.
Via
GlobeNewswire
Tickers
AMV
Atlis Motor Vehicles, Inc. Closes Initial $10.0 Million Tranche of $30.0 Million Private Placement
November 04, 2022
From
Atlis Motor Vehicles Inc.
Via
GlobeNewswire
Tickers
AMV
Atlis Motor Vehicles Named Finalist at the 2022 Arizona Technology Council’s Governor’s Celebration of Innovation Awards and Tech Showcase
November 03, 2022
From
Atlis Motor Vehicles Inc.
Via
GlobeNewswire
Tickers
AMV
Atlis Motor Vehicles President Annie Pratt to Speak at Equity Crowdfunding Week on November 9, 2022
November 02, 2022
From
Atlis Motor Vehicles Inc.
Via
GlobeNewswire
Tickers
AMV
Atlis Motor Vehicles Expands Agreement with AUSEV to Include Distribution of 1.5MW Charging Stations, XP Platforms, and Battery Packs in Australia; Parties to Explore Battery Cell Production Partnership
October 11, 2022
From
Atlis Motor Vehicles Inc.
Via
GlobeNewswire
Tickers
AMV
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