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 insights
Independent municipal credit analysis is the foundation of the Bernardi approach to its portfolio management and public finance services. Close attention to credit analysis is more important than ever in the wake of the 2008-2009 financial crisis and today’s slow growth economy. Additionally, Bernardi Securities reports on municipal market topics in several types of research publications to keep clients informed. More >