Ultra-Short Municipal
bond Portfolio Management
Ultra-Short Municipal Strategy
Actively managed SMAs designed to generate higher income than tax-free money market funds while providing a hedge against rising interest rates through municipal bonds exempt from federal income taxes.
Ultra-Short Municipal Strategy
Actively managed SMAs designed to generate higher income than tax-free money market funds while providing a hedge against rising interest rates through municipal bonds exempt from federal income taxes.
Rate hedge
Tax-exempt income
Money market alternative
SMA
Tax-exempt income
Money market alternative
SMA
Portfolio management team
| TB | Tom Bernardi, CFA, CIPM Portfolio Manager |
| JT | John TranasPortfolio Manager |
▸ Find our strategies on Morningstar or ZEPHYR PSN
| Bernardi Securities, Inc. · Member FINRA / SIPC | Request information → |