Intermediate Term Taxable
Bond Portfolio Management
Intermediate Term Taxable Strategy
Actively managed SMAs seeking current taxable income and capital preservation through superior risk-adjusted returns relative to the benchmark, investing primarily in taxable securities, primarily taxable municipal securities.
Intermediate Term Taxable Strategy
Actively managed SMAs seeking current taxable income and capital preservation through superior risk-adjusted returns relative to the benchmark, investing primarily in taxable securities, primarily taxable municipal securities.
Taxable income
Capital preservation
Intermediate term
SMA
Capital preservation
Intermediate term
SMA
| Average maturity 9.29 years |
Effective duration 6.79 years |
Sector allocation
| Sector | Allocation | % | ||
|---|---|---|---|---|
| Taxable Municipals |
|
89.00% | ||
| Agency |
|
5.00% | ||
| Cash |
|
3.00% | ||
| Treasury |
|
2.50% | ||
| Certificates of Deposit |
|
0.50% |
Portfolio management team
| TB | Tom Bernardi, CFA, CIPM Portfolio Manager |
| JT | John Tranas Portfolio Manager |
▸ Find our strategies on Morningstar or ZEPHYR PSN
Data as of 03/31/2026. For informational purposes only. Past performance is not indicative of future results.
| Bernardi Securities, Inc. · Member FINRA / SIPC | Request information → |