TradePMR’s Custodial Platform for RIAs enables SMA Strategies

 

Bernardi Asset Management (BAM) – a wholly owned subsidiary of Bernardi Securities – is pleased to announce the availability of its separate account municipal bond and high-grade fixed income strategies on TradePMR’s Fusion custodial platform.

Both firms have more than 20 years of experience building customized solutions for RIA clients and have recently received accolades from third-party sources:

• BAM was awarded Manager of the Decade by PSN Informa within their US Fixed Income Universe (February 2024).
• TradePMR’s Fusion received the highest advisor satisfaction rating among custodial platforms on the 2024 T3/Inside Information Survey.¹

The partnership is an effort by both firms to expand their white-glove fixed income solutions and broaden access to separately managed accounts.

“The Bernardi team is excited to work with TradePMR and be a sub-manager on the Fusion platform. Fusion offers a flexible and easy to use platform for advisors, with high level customer service from the TradePMR team. We look forward to working with advisors on TradePMR and helping them with their municipal and high-grade taxable fixed income management needs,” said Tom Bernardi, CFA, Director of Portfolio Management at Bernardi Asset Management.

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For more information about Bernardi Asset Management and TradePMR please visit us here:

Bernardi – Muni SMAs 

Fusion: TradePMR’s top-rated custodial platform for RIAs 

Providing state of the art technology and custodial services exclusively to RIAs

 

 

1. T3/Inside Information Survey, Technology and Tools for Today, January 25, 2024

 

Disclaimer: Bernardi Asset Management, LLC (“BAM”) is a registered investment adviser with United States Securities and Exchange Commission in accordance with the Investment Advisers Act of 1940. This text is a current opinion and is subject to change at any time. This information is taken from sources we believe to be reliable, but we cannot guarantee. Nothing in this document represents a recommendation of any particular strategy, security or investment product. This information is distributed for educational purposes only. Bernardi Securities Inc. and its affiliates do not accept liability for any errors, omissions or viruses in the contents of this message.

Matt Bernardi recently participated in Private Vista’s Dollar$ and $ense podcast with Nicole Romito. They discuss the muni market’s unique decentralized governance framework, experience during COVID, current macro environment, and Matt’s take on the pension funding “myth”.

Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/municipal-bonds-unveiled-with-matt-bernardi-ep-37/id1644917723?i=1000645304766

Or click here:

Full link: https://dollars-and-sense-creating-fullfilled-life.blubrry.net/2024/02/14/municipal-bonds-unveiled-with-matt-bernardi-ep-37/

Northfield, IL 1Q 2023 — Bernardi Asset Management’s (BAM) High Income (Five Star category) and Intermediate Taxable (One Star category) strategies achieved “Top Guns” status within Zephyr’s PSN manager database.

PSN Top Guns performance rankings are tabulated for thousands of strategies across 75 peer groups subdivided by increasingly rigorous screens and reported in ascending classes from 1-6 stars.

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About PSN

For nearly four decades, PSN has been a top resource for investment professionals. Asset managers rely on Zephyr’s PSN to effectively reach institutional and retail investors. Over 2,800 firms, 285 universes, and more than 21,000 products comprise the PSN SMA database showing asset breakdowns, compliance, key personnel, ownership diversity, ESG, business objectives and strategy, style, fees, GIC sectors, fixed income ranges and full holdings. Unique to PSN is its robust historical database of nearly 40 years of data including net and gross-of-fee returns.

About Bernardi

For over thirty-eight years, Bernardi has specialized in municipal bond portfolio management. The firm provides unique access to separate account management through a hybrid-advisor, offering both active and passive municipal bond strategies.

Contact us at (312) 281-2021 or [email protected] for more information.

Northfield, IL November 2021 — Bernardi Asset Management (BAM), a wholly owned subsidiary of Bernardi Securities, Inc. (BSI) has been awarded a PSN Top Guns distinction by Informa Financial Intelligence’s PSN manager database, North America’s longest running database of investment managers. This award was for BAM’s Intermediate-Term Taxable strategy. This is the second Top Gun designation awarded to BAM’s Intermediate-Term Taxable strategy since being part of PSN’s manager database.

Top Gun firms are awarded a rating ranging from one to six stars, with the number of stars representing continued performance over time. BAM’s Intermediate-Term Taxable strategy was named a Top Gun with a star rating of 1, meaning products with this rating performed among the top ten within their respective universes, based on quarterly returns. This is a well-respected quarterly ranking and is widely used by institutional asset managers and investors.

The Intermediate-Term Taxable strategy is an actively managed strategy appropriate for investors seeking current taxable income and capital preservation. The strategy targets a higher allocation to taxable municipal securities for enhanced portfolio yield, while maintain strong credit quality. The goal of the strategy is to produce superior risk adjusted returns relative to the Bloomberg Barclays U.S. Government/Credit Intermediate Index.

“The Bernardi team is proud to have the Intermediate-Term Taxable strategy recognized as Top Guns and leaders among our peers. This reinforces our belief that municipals are an essential part of our clients’ asset allocation and act as the ballast of their portfolios, especially during these times of heightened market volatility and economic uncertainty” said Tom Bernardi, CFA, CIPM and Director of Portfolio Management.

 

For over thirty-five years, Bernardi has specialized in municipal bond portfolio management. The firm provides unique access to separate account management through a hybrid-advisor, offering both active and passive municipal bond strategies.

Visit us at: Bernardisecurities.com

 Contact us at (312) 281-2021 or [email protected] for more information

 

The complete list of PSN Top Guns and an overview of the methodology can be located on https://psn.fi.informais.com/. For more details on the methodology behind the PSN Top Guns Rankings or to purchase PSN Top Guns Reports, contact Margaret Tobiasen at [email protected].

 

 

We are pleased to announce the opening of our new corporate headquarters in Northfield, Illinois, one of Chicagoland’s premier northern suburbs.

 

Our new mailing address is:

423 Central Avenue
Northfield, Illinois 60093     

All current telephone numbers remain unchanged.

We are excited by our move because, in part, it underscores the remarkable growth and progress of our organization over the last 36 years. For nearly four decades we have maintained a singular focus on the bond market: markets are about the future which inevitably bring change.

This change for us portends an exciting future for our organization as we look and plan for the years in front of us.

We are very grateful to our loyal clients, staff members, colleagues, and strategic partners. You have all contributed to making this advancement possible. I thank everyone who has helped and supported us over the years.

Below are several interior photographs depicting a bit about our new home. Please visit us when you have the opportunity to do so.

 

For a number of years, the 423 Central Avenue location and the original building served as the Village‘s public library. So, there is an element of serendipity attached to our move – a municipal bond specialty firm, Bernardi Securities, Inc., which has financed thousands of libraries, schools, village/city halls, water/sewer plants, recreation facilities, county courthouses across the country – now finds itself headquartered in a building that once served a public purpose.

I imagine these past 14 months have been challenging for you. I hope the daily activities for you, your family, friends, and colleagues are improving and moving towards a “routine”.

This period was a challenge for us as well. We learned a lot about the people we serve, ourselves and our enterprise. We were tested and challenged as never before – and the potential peril we all faced was elevated to a level we had never experienced.

At times it seemed to me like we were driving a tank down the street without any side windows. We could only see straight ahead and not very far ahead, at that. And we sensed there were dangers close by, just outside our field of vision. It was quite unsettling at times.

But we relied on our training, experience, hard work and common sense.  At times, given our limited vision, we worked differently as a situation required. We applied our skill set and adjusted our route as the landscape came into view – because at times we needed to change our course a bit.

Our “Mission and Values” tell us that we work for our clients – we serve them. We take pride and feel great satisfaction in helping and working with others. And emanating from executing on our mission is a sense of stability and exceptional performance and service for our clients – even under very difficult circumstances as we have all experienced over this past year.

We are dedicated to continuing in this manner and I thank you for your continued confidence and support of our organization. Please stop by and visit with us in our new home if you have the opportunity.

 

Sincerely,

Ronald P. Bernardi
President and CEO
Bernardi Securities, Inc.
May 25, 2021