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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
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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Quarterly Performance Reports
Market Value Securities (MVS)
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Back Dated Performance Reports
Quarterly Performance Reports
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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)
TAF® Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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Event Schedule
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Investing During Uncertain Times
Read FULL Seminar Here
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ERI Named Founding Member of Global ITAD Alliance
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From
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Business Wire
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From
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Via
Business Wire
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August 05, 2025
From
ERI
Via
Business Wire
ERI’s Kevin Dillon Describes ITAD Partnership Best Practices at 2025 ITAD Summit
July 31, 2025
From
ERI
Via
Business Wire
ERI’s John Shegerian Weighs in on the “10 Commandments of ITAD” at 2025 ITAD Summit
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Via
Business Wire
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Business Wire
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From
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Via
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ERI’s John Shegerian Describes Responsibility in ITAD Services at EBMI Conference in Frankfurt
June 18, 2025
From
ERI
Via
Business Wire
ERI’s John Shegerian Describes the Role of the Circular Economy in ITAD Services and E-Waste Recycling at EBMI Conference in Frankfurt
June 12, 2025
From
ERI
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Business Wire
ERI’s Kevin Dillon Describes Best Practices for the Safe and Responsible Handling of Batteries at Battery and Critical Metals Recycling Conference
June 11, 2025
From
ERI
Via
Business Wire
ERI Publishes Annual 2024 Impact Report, with Focus on Circularity
May 20, 2025
From
ERI
Via
Business Wire
ERI and LG Will Bring Free E-Waste Recycling Events to Locations Around the Country on Earth Day
April 21, 2025
From
ERI
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Business Wire
ERI and LG to Offer Free E-Waste Recycling Events Around the Country for Earth Day
April 17, 2025
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April 01, 2025
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March 25, 2025
From
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March 05, 2025
From
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Via
Business Wire
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February 25, 2025
From
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February 05, 2025
From
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February 04, 2025
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December 20, 2024
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Via
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December 17, 2024
From
ERI
Via
Business Wire
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