BAM’s Muni Strategies Now Available on TradePMR
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.
For more information about Bernardi Asset Management and TradePMR please visit us here:
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.