Bernardi partners with holistic wealth advisors to manage the mattress-money subset of their investors’ asset allocation.
Each advisor works with a particular investment specialist who functions as the conduit for communication between the client/advisor and our portfolio management and executive team.
Portfolios can be customized to the advisor’s parameters or target one of our traditional Total Return, Goal-Based, or Taxable strategies.
Our designated custodian is Pershing, LLC, a subsidiary of the Bank of New York Mellon. Our portfolio management services are also available through a variety of outside custodians and platforms, including Schwab, Fidelity, and TD Ameritrade. Additionally, our SMA platform is a designated municipal bond SMA manager on Envestnet.
Partner with us to help your clients achieve tailor-made service for their mattress-money allocation.
Read here about how Bernardi can assist you in managing and sourcing fixed income securities.