Short-Term Taxable
bond Portfolio Management
Short-Term Taxable Strategy
Actively managed SMAs seeking to reduce portfolio volatility and credit risk, generate taxable income, and produce superior risk-adjusted returns through a high quality, diversified portfolio. Primarily allocated to taxable municipal bonds.
Short-Term Taxable Strategy
Actively managed SMAs seeking to reduce portfolio volatility and credit risk, generate taxable income, and produce superior risk-adjusted returns through a high quality, diversified portfolio. Primarily allocated to taxable municipal bonds.
Rate hedge
Taxable income
High credit quality
SMA
Taxable income
High credit quality
SMA
| Average maturity 4.04 years |
Effective duration 3.31 years |
Sector allocation
| Sector | Allocation | % | ||
|---|---|---|---|---|
| Taxable Municipals |
|
83.50% | ||
| Agencies |
|
9.50% | ||
| Cash |
|
5.00% | ||
| Corporate |
|
1.00% | ||
| Certificates of Deposit |
|
1.00% |
Portfolio management team
| TB | Tom Bernardi, CFA, CIPMPortfolio Manager |
| JT | John Tranas Portfolio Manager |
▸ Find our strategies on Morningstar or ZEPHYR PSN
Data as of 03/31/2025. For informational purposes only. Past performance is not indicative of future results.
| Bernardi Securities, Inc. · Member FINRA / SIPC | Request information → |