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Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
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Own Your Practice
Letter to Clients
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contact us
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Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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Sample Portfolio
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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
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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
Total Asset Fund (TAF sm) Presentation
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Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
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Datavault AI Announces it will Exhibit at CES 2026 and Update Investors on Acoustics Division
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From
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Datavault AI Inc. Announces Proposed Dividend of Warrants
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Datavault AI Inc. Announces Board Approval of Dividend of Dream Bowl Meme Coin II to All Eligible Record Equity Holders of Datavault AI
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Datavault AI and The Dream Bowl Announce National Broadcast Partnership for Dream Bowl XIV and Confirm Dream Bowl 2026 Meme Coin Claim Process for Dec. 24 Drop
December 22, 2025
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Datavault AI Inc. Announces Issuance of Two Foundational U.S. Patents Advancing Blockchain-Driven Content Licensing and Tokenized Monetization
December 22, 2025
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Datavault AI Announces Hockey Hall of Famer Jeremy Roenick Joins to Monetize Sports Data and Lead Pioneering International NIL Exchange
December 15, 2025
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Datavault AI Inc. (NASDAQ: DVLT) Announces a Distribution Date of Dec. 24, 2025, for the Dream Bowl Meme Coin Tokens to All Eligible Record Equity Holders of Datavault AI and Holders of Common Stock of Scilex Holding Company
December 11, 2025
From
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Via
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Datavault AI Signs Agreement with the World Boxing Council, Unlocks Global Event-Driven Monetization at Scale
November 26, 2025
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Datavault AI Announces Closing of the Second Tranche of Scilex Holding Company’s Previously Announced Equity Financing
November 26, 2025
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SCLX
Datavault AI Licenses Patents Covering Digital Ledger-Enabled Smart Contracts for Commercial Prescription Drug Distribution Industry to Wellgistics Health
November 25, 2025
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Datavault AI Turns Raw Earth into Digital Power in $7 Million Deal with MTB Mining Ltd.
November 24, 2025
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Datavault AI Announces Update Regarding Distribution of Dream Bowl 2026 Meme Coin
November 21, 2025
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Via
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DVLT
Datavault AI Reports 3Q-25 Highlights and Corporate Update
November 17, 2025
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Datavault AI Signs Multi-Million Dollar Tokenization Services Agreement With Triton Geothermal to Provide Significant Revenue Opportunities
November 17, 2025
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DVLT
Datavault AI to Announce Third Quarter 2025 Financial Highlights and Corporate Update on Monday, Nov. 17, 2025
November 14, 2025
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Proof Meets Purpose: Datavault AI Honors Veterans with Valor Preservation Coin and Showcases VerifyU™ in Washington, D.C.
November 11, 2025
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Via
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DVLT
Datavault AI Inc. (NASDAQ: DVLT) Announces Its Board of Directors Approved the Distribution of Dream Bowl Draft Meme Coins to All Eligible Scilex Holding Company and Datavault AI Shareholders with a Set Record Date of Nov. 25, 2025
November 11, 2025
From
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Datavault AI Inc. (NASDAQ: DVLT) Announces It is Currently In Dozens of Contract Negotiations Worldwide For Licensing of Patent Technologies to Real World Asset (RWA) Owners Seeking to Tokenize Potentially Trillions in Assets
November 11, 2025
From
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Datavault AI Inc. (NASDAQ: DVLT) Issues Investor Update Highlighting Continued Revenue Growth, Strategic Partnerships, and Global Expansion
November 10, 2025
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Datavault AI Finalizes Headquarters Lease in Philadelphia, Strengthening Commitment to Expansion and Innovation
November 10, 2025
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Datavault AI Files Lawsuit Against Wolfpack Research and Its Founder Dan David
November 10, 2025
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Datavault AI Partners with Rodney’s Comedy Club to Bring Digital Innovation to the Live Entertainment Scene with Live Joke Copyrighting and Industry First Laugh Index
November 06, 2025
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Datavault AI Inc. Announces a $10M Worldwide Exclusive License Agreement with Scilex Holding Company for Tokenization and Monetization of Real-World Assets (RWA) in Genomic, DNA Data, Diagnostics, Therapeutics, Genetic, and Drug Information
November 04, 2025
From
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Datavault AI, Music Dash and NFHITS Partner to Transform Music Data Tracking Display and Monetization Through Patented Inaudible Tones®, AI and Blockchain Technology
November 03, 2025
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Datavault AI Announces Record Date of Nov. 14, 2025, for Dream Bowl Draft Meme Coin Distribution to All Eligible Scilex and Datavault AI Shareholders
November 03, 2025
From
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Via
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DVLT
Datavault AI Issues Formal Response to Wolfpack Research’s Malicious Short Report; Company Affirms the Strength of Its Intellectual Property, Leadership, and Strategic Direction
October 31, 2025
From
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Via
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Datavault AI Acquires API Media in All Cash Transaction
October 28, 2025
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Nature’s Miracle Crowns Datavault AI with 35% Royalty License with Multi-Million-Dollar Global Technology License
October 28, 2025
From
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Via
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DVLT
Datavault AI Launches 2 Innovative Data Unions to Tokenize Insurance and Accounting Data, Unlocking ARR for Independent Operators
October 27, 2025
From
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Via
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Datavault AI Announces Headquarters Relocation to Philadelphia, Expansion of AI and Quantum Centers, and Advisory Board Growth to Fuel Rapid Innovation
October 23, 2025
From
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