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 3Q 2023 — Bernardi Asset Management’s (BAM) Short Taxable strategy 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.


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 nearly forty 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 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.


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 February 2023 — Bernardi Asset Management’s (BAM) Tactical Ladder and High Income strategies were awarded Manager of the Decade status within the Municipals’ and Intermediate Maturity fixed income universes. The PSN Top Guns Manager of the Decade list includes the top ten performers for the latest 10-year period.

These municipal strategies were also named to PSN Top Guns List of separate accounts strategies for Q4 2022.

The High Income strategy received a Top Gun 1 Star rating in the Municipals Universe having one of the top ten returns during 4Q2022 and received a Top Gun 2 Star rating in the Long Maturity Universe having one of the top ten returns during the 2022 calendar year.

Through a combination PSN’s proprietary performance screens, the PSN Top Guns List ranks products in six proprietary categories in over 75 universes based on continued performance over time. The complete list of PSN Top Guns and an overview of the methodology can be located at https://psn.fi.informais.com/. Registration is required.

“The Bernardi team is extremely proud to have the Tactical Ladder and High Income tax-exempt strategies recognized as standouts amongst our peers. This reinforces our belief in our bottom-up security selection and credit research process.”    -Tom Bernardi, CFA, CIPM and Director of Portfolio Management.

 


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].

 

Ron Bernardi was quoted in the Bond Buyer article “Investors flock to municipal bonds for yield and shelter”

Read here

 

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

Chicago, IL May 2020 —Bernardi Asset Management (BAM), a wholly owned subsidiary of Bernardi Securities, Inc. (BSI) has been awarded a Top Guns designation by Informa Investment Solutions’ PSN manager database, North America’s longest running database of investment managers. This award was for BAM’s High Income Municipal, Short-Term Taxable, and Intermediate-Term Taxable strategies.  This is the second Top Gun designation awarded to BAM’s High Income Municipal and Short-Term Taxable strategies 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 High Income Municipal, Short-Term Taxable, and Intermediate-Term Taxable strategies were 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 Bernardi team is proud to have the High Income Municipal, Short-Term Taxable, and Intermediate-Term Taxable strategies to be 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, performing well during a quarter of significant market volatility,” said Tom Bernardi, CFA and Director of Portfolio Management.

 

For over three decades, 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

 

The complete list of PSN Top Guns and an overview of the methodology can be located on http://www.informais.com/resources/psn-top-guns. 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].