Financial Advisors

Bernardi partners with holistic wealth advisors to manage the mattress-money subset of their investors’ asset allocation.

Each advisor works with a particular investment specialist who functions as the conduit for communication between the client/advisor and our portfolio management and executive team.

Portfolios can be customized to the advisor’s parameters or target one of our TraditionalOpportunistic, or Taxable strategies.

Our designated custodian is Pershing, LLC, a subsidiary of the Bank of New York Mellon. Our portfolio management services are also available through a variety of outside custodians and platforms, including Schwab, Fidelity, and TD Ameritrade. Additionally, our SMA platform is a designated municipal bond SMA manager on Envestnet.

Partner with us to help your clients achieve tailor-made service for their mattress-money allocation.