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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
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
Bond Fund Seminar
RSVP-Signup Form
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Nvni Group Limited - Ordinary Shares
(NQ:
NVNI
)
2.650
-0.040 (-1.49%)
Streaming Delayed Price
Updated: 4:00 PM EST, Dec 31, 2025
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Press Releases about Nvni Group Limited - Ordinary Shares
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Nuvini Announces Strategic Restructuring of Earnout Liabilities with 36% Reduction
December 23, 2025
From
Nvni Group Limited
Via
GlobeNewswire
Nuvini Founder and CEO Pierre Schurmann Commits $6 Million at Significant Premium to Market Price
December 05, 2025
From
Nvni Group Limited
Via
GlobeNewswire
Nuvini Appoints AI Industry Leader Phoebe Wang to Board of Directors
November 17, 2025
From
Nvni Group Limited
Via
GlobeNewswire
Nuvini Posts Capital Markets Update Webcast with Management Transcript
November 05, 2025
From
Nvni Group Limited
Via
GlobeNewswire
Nuvini Outlines Long-Term Operating Targets Highlighting Scalable SaaS Model
November 03, 2025
From
Nvni Group Limited
Via
GlobeNewswire
Nuvini Group Appoints Roberto Otero as Chief Financial Officer
October 28, 2025
From
Nvni Group Limited
Via
GlobeNewswire
Nuvini Regains Full Compliance with Nasdaq
October 20, 2025
From
Nvni Group Limited
Via
GlobeNewswire
Nuvini Provides FY2025 EBITDA Guidance and Business Outlook
October 16, 2025
From
Nvni Group Limited
Via
GlobeNewswire
Nuvini Announces Open-Market Stock Purchases by Key Executives
October 13, 2025
From
Nvni Group Limited
Via
GlobeNewswire
Nuvini Group Announces Reverse Stock Split
October 02, 2025
From
Nvni Group Limited
Via
GlobeNewswire
Nuvini Group to Acquire MK Solutions
September 30, 2025
From
Nvni Group Limited
Via
GlobeNewswire
Nuvini Group Reports First Half 2025 Financial Results
September 30, 2025
From
Nvni Group Limited
Via
GlobeNewswire
NuviniAI Lab Reports Breakthrough Gains From AI-First Development Strategy
September 26, 2025
From
Nvni Group Limited
Via
GlobeNewswire
Nuvini Group Announces Launch of NuviniAI Index
September 24, 2025
~ Index Initiative Dedicated to Current Portfolio Companies and M&A Candidate Evaluation ~
From
Nvni Group Limited
Via
GlobeNewswire
Nuvini Group CEO Pierre Schurmann to Participate in Keynote Presentation at Brazil Investment Week in London on September 30, 2025
September 19, 2025
From
Nvni Group Limited
Via
GlobeNewswire
Nuvini Group Regains Compliance with Nasdaq Listing Rule 5550(b)(2)
August 28, 2025
From
Nvni Group Limited
Via
GlobeNewswire
Nuvini Group to Release 1H25 Financial Results on September 30, 2025
August 26, 2025
Nuvini CEO Pierre Schurmann to Host Investor Webinar on Tuesday, September 30, 2025 at 10:00a.m. Eastern Time
From
Nvni Group Limited
Via
GlobeNewswire
Nuvini Group Elevates Gustavo Usero to COO
August 22, 2025
From
Nvni Group Limited
Via
GlobeNewswire
Nuvini Group Unveils New Leadership Incentive Plan, Underscoring Commitment to Shareholders
August 18, 2025
From
Nvni Group Limited
Via
GlobeNewswire
Nuvini Group Expands Strategic AI Initiative with Launch of NuviniAI Prize, Driving Innovation and Investment Across Brazil’s B2B Software Sector
August 12, 2025
From
Nvni Group Limited
Via
GlobeNewswire
Nuvini Launches NuviniAI Lab to Accelerate AI Adoption Across Portfolio Companies and Drive Scalable Growth
August 07, 2025
From
Nvni Group Limited
Via
GlobeNewswire
Nuvini Group Announces Participation in the Sidoti Micro-Cap Investor Conference
August 05, 2025
From
Nvni Group Limited
Via
GlobeNewswire
Nuvini Hosts Inaugural NuviniAI Day: Culmination of Strategic AI Initiative at Oracle São Paulo
July 18, 2025
From
Nvni Group Limited
Via
GlobeNewswire
June 2025 Letter to Shareholders of Nvni Group Limited
June 13, 2025
From
Nvni Group Limited
Via
GlobeNewswire
Nuvini Group Announces Participation in the Sidoti Micro-Cap Investor Conference
May 19, 2025
From
Nvni Group Limited
Via
GlobeNewswire
Nuvini Group Completes Acquisition of B2B SaaS Platform Munddi
May 15, 2025
From
Nvni Group Limited
Via
GlobeNewswire
May 2025 Letter to Shareholders of Nvni Group Limited
May 06, 2025
Nuvni’s Next Chapter: From Collector to Compounder
From
Nvni Group Limited
Via
GlobeNewswire
Nvni Group Limited Reports Record 2024 Financial Results
May 01, 2025
From
Nvni Group Limited
Via
GlobeNewswire
Nvni Group Receives Non-Compliance Notice from Nasdaq
April 17, 2025
From
Nvni Group Limited
Via
GlobeNewswire
Nuvini Group Announces Term Sheet for the Acquisition of B2B SaaS Platform Munddi
March 18, 2025
From
Nvni Group Limited
Via
GlobeNewswire
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