About Bernardi Securities — Municipal Bond Specialists

A leading municipal bond boutique, Bernardi Securities, Inc. specializes in active municipal bond portfolio management and innovative public finance services. Our mission has remained the same since our founding – specialize in the municipal bond market to deliver superior performance for clients.

Active municipal bond portfolio management

Investing in today’s complex municipal bond market requires highly specialized portfolio management. Bernardi investment specialists serve clients using a proven process for active municipal bond portfolio management. More >

Innovative public finance services

As one of the Midwest’s most active underwriters, Bernardi understands the demands facing municipal administrators, school superintendents, and elected officials. Bernardi public finance specialists help issuer clients raise needed capital, providing a variety of services throughout the debt issuance process. More >

Municipal credit analysis

Municipal credit analysis is the foundation of our portfolio construction process. Individual security analysis is essential to help add relative value to portfolios vis-a-vis the benchmark and to avoid obligors that may be experiencing credit stress. Our internal credit analysis process is based on security purpose, structure, and underlying credit quality.