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home
about us
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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
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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
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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)
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Additional Information
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Back Dated Performance Reports
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Market Value Securities (MVS sm) Presentation
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Investing During Uncertain Times
Read FULL Seminar Here
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Articles published by Nxu Inc.
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Nxu Repays Nearly $20 Million of Convertible Notes
November 06, 2023
From
Nxu Inc.
Via
GlobeNewswire
Tickers
NXU
Nxu Pilots Subscription Service, Answering Growing Interest in Megawatt+ Charging
November 01, 2023
From
Nxu Inc.
Via
GlobeNewswire
Tickers
NXU
Nxu, Inc. Announces Closing of $3.0 Million Public Offering of Common Stock
October 23, 2023
From
Nxu Inc.
Via
GlobeNewswire
Tickers
NXU
Nxu, Inc. Announces $3.0 Million Public Offering of Common Stock
October 19, 2023
From
Nxu Inc.
Via
GlobeNewswire
Tickers
NXU
Nxu Achieves Important Milestones in Pivotal Q3 2023
October 10, 2023
From
Nxu Inc.
Via
GlobeNewswire
Tickers
NXU
Nxu One Megawatt+ Charging System Delivers 1.6MWh and Demonstrates Impressive Utilization Rate During First Weekend of Field Trials
October 03, 2023
From
Nxu Inc.
Via
GlobeNewswire
Tickers
NXU
Nxu Launches Revenue-Generating EV Charging Field Trials in Celebration of National Drive Electric Week
September 28, 2023
From
Nxu Inc.
Via
GlobeNewswire
Tickers
NXU
Nxu Opens Game-Changing Charging System to the Public on Sept. 28
September 21, 2023
From
Nxu Inc.
Via
GlobeNewswire
Tickers
NXU
Nxu Inc. Participates in Northland Capital Markets Institutional Investor Conference
September 19, 2023
From
Nxu Inc.
Via
GlobeNewswire
Tickers
NXU
Nxu Announces First Megawatt+ Charging Site Along Major Highway Corridor
September 18, 2023
From
Nxu Inc.
Via
GlobeNewswire
Tickers
NXU
Nxu Inc. Participates in H.C. Wainwright 25th Annual Investment Conference
September 13, 2023
From
Nxu Inc.
Via
GlobeNewswire
Tickers
NXU
Nxu Strengthens Finance Team with Seasoned Accounting and Reporting Professional Jessica Murphy
September 06, 2023
From
Nxu Inc.
Via
GlobeNewswire
Tickers
NXU
Nxu Amps Up Charging Infrastructure Product Development with Engineering Leader Hilary Taylor
August 29, 2023
From
Nxu Inc.
Via
GlobeNewswire
Tickers
NXU
Nxu Announces Strategic Focus on EV Charging Infrastructure
August 17, 2023
From
Nxu Inc.
Via
GlobeNewswire
Tickers
NXU
UPDATE: Nxu Inc. to Report Second Quarter 2023 Financial Results
August 15, 2023
From
Nxu Inc.
Via
GlobeNewswire
Tickers
NXU
Correction: Nxu Inc. to Report Second Quarter 2023 Financial Results
August 11, 2023
From
Nxu Inc.
Via
GlobeNewswire
Tickers
NXU
Nxu Inc. to Report Second Quarter 2023 Financial Results
August 11, 2023
From
Nxu Inc.
Via
GlobeNewswire
Tickers
NXU
CORRECTION -- Nxu Inc. Announces $5 Million Public Offering
August 09, 2023
From
Nxu Inc.
Via
GlobeNewswire
Tickers
NXU
Nxu Inc. Announces $5 Million Public Offering
August 09, 2023
From
Nxu Inc.
Via
GlobeNewswire
Tickers
NXU
Nxu Announces First Product Shipment, Achieving Important Milestone on the Path Toward an Electrified Future
July 31, 2023
From
Nxu Inc.
Via
GlobeNewswire
Tickers
NXU
Nxu Demonstrates NACS Charging Capability, Highlighting Commitment to Developing Standard-Agnostic Charging Solutions
July 18, 2023
From
Nxu Inc.
Via
GlobeNewswire
Tickers
NXU
Nxu Maintains Strong Momentum Towards 2023 Hiring Goal; Achieves 62% Year-to-Date Headcount Growth
July 11, 2023
From
Nxu Inc.
Via
GlobeNewswire
Tickers
NXU
Nxu Expands Arizona Presence with Acquisition of HQ Facility
July 05, 2023
From
Nxu Inc.
Via
GlobeNewswire
Tickers
NXU
Nxu, Inc. Chief Legal Officer Jordan Christensen Named Finalist for Outstanding Leadership Award at Law 2.0 Conference
July 03, 2023
From
Nxu Inc.
Via
GlobeNewswire
Tickers
NXU
NxuOne, Megawatt Plus Charging Solution, Nears Field Testing
June 29, 2023
From
Nxu Inc.
Via
GlobeNewswire
Tickers
NXU
Nxu, Inc. Appoints Jessica Billingsley to Board of Directors
June 22, 2023
From
Nxu Inc.
Via
GlobeNewswire
Tickers
NXU
Nxu Inc. Endorses Near-Term Use of NACS; Affirms Megawatt Charging as Long-Term Solution
June 12, 2023
From
Nxu Inc.
Via
GlobeNewswire
Tickers
NXU
Nxu Inc. Appoints Jordan Christensen as Chief Legal Officer
June 08, 2023
From
Nxu Inc.
Via
GlobeNewswire
Tickers
NXU
Nxu, Inc. to Attend Upcoming LD Micro Investor Conference and Evercore ISI Global Clean Energy & Transition Technologies Summit
May 30, 2023
From
Nxu Inc.
Via
GlobeNewswire
Tickers
NXU
Nxu Inc. Announces New Strategic Hires as Company Moves to Build a Future of Infinite Energy
May 25, 2023
From
NXU Inc.
Via
GlobeNewswire
Tickers
AMV
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