Bernardi Asset Management Awarded Manager of the Decade
February 2024
BAM Awarded Manager of the Decade status within the Municipal fixed income universe for its High Income municipal strategy. The PSN Top Guns Manager of the Decade list includes the top ten performers for the latest 10-year period
News
BAM’s Muni Strategies Now Available on TradePMR
August 2024TradePMR’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 fixe …
BAM Awarded Manager of the Decade – High Income Municipal Bond Strategy
February 2024Northfield, IL February 2024 — Bernardi Asset Management’s (BAM) municipal High Income Strategy was awarded Manager of the Decade status by PSN within their US Fixed Income Universe. The PSN Top Guns Manager of the Decade list includes the top ten perf …
Matt Bernardi recently participated in Private Vista’s Dollar$ and $ense podcast
February 2024Matt Bernardi recently participated in Private Vista’s Dollar$ 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 pe …
3Q2023 | BAM Awarded “Top Guns” status – Short Taxable
November 2023Northfield, 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 subdivi …
BAM Awarded “Top Guns” status – High Income and Intermediate Taxable
May 2023Northfield, 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 t …
Bernardi Asset Management Awarded Manager of the Decade
February 2023Northfield, 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 t …
Intermediate-Term Taxable Strategy – Bernardi Asset Management Awarded Top Guns Designation
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 r …
Investors flock to municipal bonds for yield and shelter
June 2021Ron Bernardi was quoted in the Bond Buyer article “Investors flock to municipal bonds for yield and shelter” Read here
Bernardi Securities & Bernardi Asset Management move into a new headquarters location!
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 te …
High Income Municipal Strategy – Bernardi Asset Management Named Top Guns Manager by Informa Investment Solutions
May 2020Chicago, 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 …
Muni market has stabilized since the pandemic jolt, but don’t skimp on credit check
May 2020Ron Bernardi was quoted in the following Investment News article: Read here
MSRB proposes rule changes to line up with SEC’s best interest standard
May 2020Ron Bernardi was quoted in the following Bond Buyer article: Read here
Regulator warns of interest-rate risk retail investors take with low-coupon munis
February 2020Ron Bernardi was quoted in the following Investment News article: Read here
Ron Bernardi quoted in Bond Buyer article
June 2019Ron Bernardi was quoted in the Bond Buyer article “Regulation Best Interest may require changes to muni market rules” Read here
Ron Bernardi quoted in Bond Buyer article
March 2019Ron Bernardi was quoted in the Bond Buyer article “BDA seeks allies among congressional staffers” Read here
Bernardi Asset Management Named Top Guns Manager by Informa Investment Solutions
February 2019February 2019—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 inves …
35 YEARS AND GROWING – Kevin R. Wills Joins Bernardi
January 2019On October 1st,2018, Bernardi Securities began its thirty-fifth year of service to communities and investors across the country. As part of our continuing desire to improve the platform we offer to our clients, we are pleased to announce Kevin R. Wills …
Ron Bernardi quoted in InvestmentNews
July 2018Six months after the sweeping tax-reform package that cut corporate and individual rates rattled the $3.7 trillion municipal bond market, financial advisers say the fallout has proven to be a good thing for investors… Read more here
Ronald Bernardi Speaks On New Transparency Regulation
May 2018Ronald Bernardi is quoted in the most recent issue of InvestmentNews. Cost is one of the most important factors in helping a retail investor determine whether a bond strategy is appropriate and the bond manager is effective, said Ronald Bernardi, chief …
Bernardi submits letter to the U.S. Securities and Exchange Commission
September 2017Bernardi submits letter to the U.S. Securities and Exchange Commission regarding RFC on Standards of Conduct for Investment Advisers and Broker-Dealers Please find a copy of the letter Read here
Ron Bernardi comments about IL in an InvestmentNews Article
June 2017Ron Bernardi was quoted in an Investment News article about the buying opportunity in Illinois.
Ron Bernardi quote in InvestmentNews
May 2017Ron Bernardi was quoted in an Investment News article about the situation in Puerto Rico.
The Cost of Waiting
May 2010In recent months, we have often heard the refrain from investors, “I’m just going to wait until interest rates rise.” and, in fact, many investors are waiting for Federal Reserve policy makers to raise interest rates before committing money to the bond …
Bernardi participates in MBFA/Court Street Group Research webinar on the Mismeasurement of the Municipal Tax-Exemption
March 2017On Thursday, March 9th, approximately 50 industry groups representing issuers, investors, and state and local governments, participated in the MBFA/Court Street Group Research webinar on the Mismeasurement of the Municipal Tax-Exemption.The Powerpoint …
Ron Bernardi elected to serve on BDA’s Board of Directors
March 2017Ron Bernardi elected to serve on BDA’s Board of Directors: https://www.bdamerica.org/news-items/bda-announces-2017-board-directors/ March 1, 2017.
BSI mentioned in Bond Buyer article
February 2017Bernardi Securities is mentioned in the Bond Buyer article on Treasury Secretary Steven Mnuchin and the municipal tax exemption.
Ron Bernardi featured at BDA’s National Fixed Income Conference
October 2016Ron Bernardi, president and chief executive officer, appeared on a panel at the Bond Dealers of America’s National Fixed Income Conference. He touched on a number of subjects relating to issuer discloser and stated that underwriters should walk away fr …
BAM now listed on Envestnet | PMC
September 2016We are proud to announce Bernardi Asset Management (BAM) is now listed as a specialized asset manager on Envestnet | PMC. BAM is part of a select group of SMA municipal bond managers featured on this platform.Thank you for your continued confidence in …
DOL fiduciary rule gets it half right on the municipal bond market
July 2016Ronald P. Bernardi was featured in an InvestmentNews article on July 7th, 2016.
Ronald P. Bernardi in InvestmentNews 6/30/2016
July 2016Ronald P. Bernardi was featured in an InvestorNews article on June 30, 2016
Ronald Bernardi was featured in a BDA and Nixon Peabody Webinar
May 2016Ronald Bernardi was featured in a BDA and Nixon Peabody Webinar on Municipal Bankruptcy Wednesday, May 11th. Over 40 BDA member-firm representatives participated in the webinar, which was the fourth webinar training series focused on banker due diligen …
Ronald P. Bernardi in InvestmentNews 4/1/2016
April 2016Ronald P. Bernardi was featured in an InvestorNews article on April 1, 2016.
Ronald Bernardi quoted in InvestmentNews 2/4/2016
February 2016Ronald P. Bernardi was quoted in InvestmentNews on February 4, 2016.
Eric Bederman Elected to FINRA District Committee
January 2016Eric Bederman, Chief Operating and Compliance Officer of Bernardi Securities, Inc. has been elected to serve on the FINRA District # 8 Committee. He will serve alongside six other individuals representing District # 8 member firms. Eric is one of …
Bernardi Securities mentioned in the Chaska Herald 10/24/2015: Re: Road project moves along
October 2015Bernardi Securities was mentioned in the October 24th, 2015 issue of the Chaska Herald regarding the city of Carver, MN road project.“The City Council approved the sale of $1.22 million of bonds in May 2015 to the investing team of Northland Securities …
Ronald Bernardi quoted in Bond Buyer 9/18/2015 Re: Issuance Costs Hit Small California School Districts Hardest
September 2015Ronald P. Bernardi was quoted in the Bond Buyer on September 18th, 2015.“Ron Bernardi, principal, president and chief executive officer of Chicago-based Bernardi Securities, said the report may not be representative of the muni market as a whole, as it …
Ronald Bernardi quoted in InvestmentNews 8/12/2015 Re: Muni bonds are poised to shine as rates move higher
August 2015Ronald P. Bernardi was quoted in the August 12th, 2015 issue of InvestmentNews regarding interest rate hikes. Read Full Article (InvestmentNews site registration required)
Ronald Bernardi quoted in InvestmentNews 8/3/2015 Re: Puerto Rico’s Uncertain Future
August 2015Ronald P. Bernardi was quoted in the August 3rd, 2015 issue of InvestmentNews regarding Puerto Rico’s uncertain future that leaves muni bond fund investors in limbo. Read Full Article (InvestmentNews site registration required)
Bernardi Securities Sponsors Youth Soccer Tournament: Highland Park News
July 2014Bernardi Securities was mentioned in a 6/25/14 article in the Highland Park News regarding a Youth Soccer Tournament. “The Highland Park Sister Cities Foundation is hosting a Youth Soccer Tournament over the Fourth of July weekend that will includ …
Ronald Bernardi Speaking on Capitol Hill 7/2
June 2014On Wednesday, July 2nd, Ronald P. Bernardi will be speaking at the Municipal Bonds for America Coalition’s “Municipal Bonds 101” panel discussion on Capitol Hill regarding the municipal bond tax exemption repeal threat. Accompanying Ronald on the panel …
Justin Formas Quoted in Bloomberg Article Regarding Chicago Pensions
April 2014Justin Formas was quoted in a 4/9/14 article on Bloomberg regarding Chicago Pensions.“At some point, you can’t kick the can any further and there have to be changes made,” said Justin Formas, director of credit research in Chicago at Bernardi Securitie …
Justin Formas Quoted in Bloomberg Article Regarding Muni CDS index
April 2014Justin Formas was quoted in a 4/9/14 article on Bloomberg regarding Muni Credits.“Overall relative credit quality has improved and that shows in the price” of the swaps index, said Justin Formas, director of credit research in Chicago at Bernardi Secur …
Bernardi in Investment News on Detroit Bankruptcy
December 2013Ronald P. Bernardi was quoted in the 12/3/13 issue of InvestmentNews regarding the long-term implications of the Detroit bankruptcy:“We look at this kind of market and know that higher yields translate to better income down the road,” said Ronald Berna …
Ronald Bernardi Quoted in InvestmentNews 5/06/12 Re: Municipal Bond Rally
May 2012Ronald Bernardi was quoted in the 5/6/12 issue of InvestmentNews regarding the rally in municipal bonds.“It’s a function of the fact that smart municipalities are cutting back,” said Ronald Bernardi, president of Bernardi Securities Inc., a municipal b …
Ronald Bernardi Quoted in InvestmentNews 05/06/12 Re: Retirement Income
May 2012Ronald Bernardi was quoted in the 5/6/12 issue of InvestmentNews regarding retirement income.”Though municipal bonds historically have been thought of as mattress money, panelist Ronald Bernardi, president of Bernardi Securities Inc., noted that the da …
Bernardi in the News: City gets a good deal on bond issue
January 2012Bernardi Securities, Inc. was mentioned in the following news story – City gets a good deal on bond issue.