Menu
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 Buy Currently
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
Sample Portfolio
Sample Portfolio Analysis
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 sm Program
Services, Fees and Compensation
Account Requirements
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
Municipal Bond Presentation
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
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
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
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
Recent Quotes
View Full List
My Watchlist
Create Watchlist
Indicators
DJI
Nasdaq Composite
SPX
Gold
Crude Oil
Markets
Stocks
ETFs
Tools
Markets:
Overview
News
Currencies
International
Treasuries
Latest News about Virtus Investment Partners
Recent news which mentions Virtus Investment Partners
< Previous
1
2
3
4
Next >
New Virtus ETF Focuses on Managed Futures
May 16, 2024
Tickers
ASMF
PFFA
Tags
PFFA
ASMF
New ETFs
From
ETF Trends
Vertex Pharmaceuticals, Transocean, And 'One Of The Best Companies' In Staples: CNBC's 'Final Trades'
May 03, 2023
Tickers
PG
RIG
VRTX
Tags
Trading Ideas
Virtus Investment Partners
Joseph Terranova
From
Benzinga
UnitedHealth Group, Wynn Resorts, ON Semiconductor And This Memory Storage Company: CNBC's 'Final Trades'
May 02, 2023
Tickers
ON
STX
UNH
WYNN
Tags
Trading Ideas
Markets
Short Hills Capital Partners
From
Benzinga
Uber Technologies, Starbucks, And This Semiconductor Company On CNBC's 'Final Trades'
February 07, 2023
Tickers
ON
SBUX
UBER
Tags
Market News
Sarat Sethi
Stephanie Link
From
Benzinga
Kohl's, T Rowe Price, Rocket Lab USA, And This Tech Giant Feature On CNBC's 'Final Trades'
February 06, 2023
Tickers
BURL
KSS
QCOM
RKLB
Tags
KSS
Market News
Media
From
Benzinga
Darden Restaurants, Copart And This Diagnostics Company Feature On CNBC's 'Final Trades'
February 02, 2023
Tickers
CPRT
DRI
TMO
Tags
Benzinga
Jenny Harrington
TMO
From
Benzinga
Walmart, A 'Miniature Berkshire Hathaway' And Wait For Earnings Before Buying Salesforce: CNBC's 'Final Trades'
November 29, 2022
Tickers
BRK-A
BRK-B
COMP
CRM
Tags
Trading Ideas
BRK/B
Long Ideas
From
Benzinga
Netflix, Visa, B&G Foods And This Automotive Technology Company Feature On CNBC's 'Final Trades'
November 24, 2022
Tickers
BGS
NFLX
RIVN
V
Tags
BGS
Boston Private
Shannon Saccocia
From
Benzinga
Southwest Gas, Albemarle, Bristol-Myers Squibb And This Fintech Play On CNBC's 'Final Trades'
November 22, 2022
Tickers
ALB
BMY
HQY
SWX
Tags
Virtus Investment Partners
BMY
Joseph Terranova
From
Benzinga
Devon Energy, Service Now, WR Berkley And This Biotech Play On CNBC's 'Final Trades'
November 21, 2022
Tickers
DVN
NOW
WRB
Tags
Benzinga
WRB
Jenny Harrington
From
Benzinga
American Tower, ON Semiconductor, Cisco Systems And This Defensive ETF Feature On CNBC's 'Final Trades'
November 17, 2022
Tickers
AMT
CSCO
ON
PBJ
Tags
Trading Ideas
Long Ideas
Aureus Asset Management
From
Benzinga
Cognex, Nucor, Moderna And This Cybersecurity Company Feature On CNBC's 'Final Trades'
November 15, 2022
Tickers
CGNX
MRNA
NUE
PANW
Tags
Benzinga
Market News
Odyssey Capital Advisors
From
Benzinga
Buy Bristol-Myers Squibb, Merck, 10-Year Treasury ETF And This Payments Stock: CNBC's 'Final Trades'
November 10, 2022
Tickers
BMY
IEF
MRK
PYPL
Tags
Liz Young
Top Stories
BNY Mellon Investment Management
From
Benzinga
Why Home Depot Is A Buy If 'Rates Are Peaking' And These 3 Energy Majors On CNBC's 'Final Trades'
November 08, 2022
Tickers
CVX
DVN
HD
VLO
Tags
Short Hills Capital Partners
Trading Ideas
DVN
From
Benzinga
Traders Buy CVS Health, Caterpillar, Sell These Tech Majors On CNBC's 'Final Trades'
November 03, 2022
Tickers
AAPL
CAT
CVS
MSFT
Tags
Hightower
Trading Ideas
MSFT
From
Benzinga
Honeywell International, Seagen, New York Community Bancorp And This Transportation Company Featured On CNBC's Final Trade
November 01, 2022
Tickers
FBC
HON
NYCB
SGEN
Tags
Odyssey Capital Advisors
Gilman Hill Asset Management
Media
From
Benzinga
Merck, Impinj, Clearway Energy And This Defense Play Are CNBC's 'Final Trades'
October 28, 2022
Tickers
CWEN
ITA
MRK
PI
Tags
Media
Gilman Hill Asset Management
Market News
From
Benzinga
These 4 ETFs Feature on CNBC's 'Final Trades'
October 27, 2022
Tickers
HYG
IBB
JEPI
TBF
Tags
Requisite Capital Management
IBB
Joseph Terranova
From
Benzinga
Walt Disney, Honeywell International, Regions Financial And This Pharma Giant Featured On CNBC's Final Trade
October 25, 2022
Tickers
DIS
HON
PFE
RF
Tags
Sand Hill Global Advisors
Media
HON
From
Benzinga
UnitedHealth Group, Service Corporation International And "A Stock You Want To Own" On CNBC's Final Trade
October 24, 2022
Tickers
AXP
FCX
SCI
UNH
Tags
Trading Ideas
Douglas C Lane & Associates
Jason Snipe
From
Benzinga
Dollar Tree, Hess, CVS Health And This ETF To Short: CNBC's 'Final Trades'
October 20, 2022
Tickers
CVS
DG
DLTR
HD
Tags
DG
CNBC
Long Ideas
From
Benzinga
JPMorgan, Pacer US Cash Cows 100 ETF And This Instrument To Gain Exposure To The Financial Sector Featured On CNBC's Final Trade
October 18, 2022
Tickers
COWZ
JPM
Tags
Benzinga
Short Ideas
JPM
From
Benzinga
Health Care Exposure Ahead Of CPI Data, Progressive, Dollar General And Seagate Technology Feature On CNBC's 'Final Trades'
October 13, 2022
Tickers
DG
IYH
LLY
MRK
Tags
PFE
STX
Joseph Terranova
From
Benzinga
Verizon Communications, Northrop Grumman And This Energy Company Feature On CNBC's 'Final Trades'
October 10, 2022
Tickers
KMI
NOC
VZ
Tags
Jenny Harrington
VZ
Benzinga
From
Benzinga
Eaton, Wynn Resorts, Lamar Advertising And This Pharma Company Are CNBC's Final Trades
October 06, 2022
Tickers
ETN
LAMR
REGN
WYNN
Tags
CNBC
Long Ideas
Joseph Terranova
From
Benzinga
Uber Technologies, Align, Cheniere, EQT And This Financial Services Company Feature On CNBC's Final Trade
October 04, 2022
Tickers
ALGN
EQT
RJF
UBER
Tags
Long Ideas
Aureus Asset Management
CNBC
From
Benzinga
Eli Lilly, EQT, Cash Cows ETF, Northrop Grumman And This Diagnostics Company Feature On CNBC's Final Trade
October 03, 2022
Tickers
COWZ
DGX
EQT
LLY
Tags
Virtus Investment Partners
Joseph Terranova
Long Ideas
From
Benzinga
Lowe's, Accenture And This Streaming Service Company Are CNBC's Final Trades
September 29, 2022
Tickers
CAN
LOW
NFLX
Tags
Market News
Sarat Sethi
Stephanie Link
From
Benzinga
CNBC's Final Trades: General Motors, Honeywell, Wynn Resorts And This Chocolate Company
September 27, 2022
Tickers
GM
HON
HSY
WYNN
Tags
Virtus Investment Partners
Joseph Terranova
Long Ideas
From
Benzinga
CNBC's Final Trades: Lamar, Eaton, Dollar General And This Way To Hedge Tech Exposure
September 26, 2022
Tickers
DG
ETN
LAMR
Tags
DG
Long Ideas
CNBC
From
Benzinga
< Previous
1
2
3
4
Next >
Stock Quote API & Stock News API supplied by
www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the
Privacy Policy
and
Terms Of Service
.
© 2025 FinancialContent. All rights reserved.