Financial Advisors

Bernardi partners with holistic wealth advisors to manage the municipal bond portion of their clients’ asset allocation.

Each advisor is paired with a dedicated investment specialist who serves as the primary point of contact, ensuring seamless communication between the advisor, client, and our portfolio management team.

Portfolios are customized to meet the client’s specific tax, state, duration, cash flow and credit parameters. Portfolios can also be aligned with one of our core tax-exempt or taxable strategies.

We provide portfolio management services through major custodians and platforms such as Pershing, Schwab, Fidelity, and TradePMR.

Partner with Bernardi to deliver customized, fixed-income solutions for your clients’ municipal bond allocation.

Read here about how Bernardi can assist you in managing and sourcing fixed income securities.