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 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

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].