Returns now available on Morningstar

We are pleased to announce our fee-only registered investment advisor Bernardi Asset Management (BAM) is listed within the Separately Managed Account (SMA) section on the Morningstar platform. Within the SMA database you can now view our tax-exempt Short, Short/Intermediate, and Intermediate Composites.

If you are not a Morningstar subscriber and would like access to this information please contact Scott Rausch at 312-281-2017.