Bernardi Securities, Inc. - About Bernardi

	Execution Capabilities Bernardi Securities has access to all principal US and foreign capital markets, through our clearing partner. Bernardi’s expert fixed income desk trades all domestic municipal, corporate, US Government, and US Agency bonds. Types of Accounts Offered Through our clearing partner, Bernardi Securities offers all types of personal, corporate, retirement, and institutional accounts. Below are the most frequently requested account types, please contact us with questions regarding other account types. Individual Joint (With Rights of Survivorship & Tenants in Common) Trust Gift to Minor (UTMA & UGMA) Transfer on Death IRA Money Purchase Pension Profit Sharing Individual 401(k) 529 College Savings Donor Advised Funds
Account Services Through our clearing partner, we are able to offer a suite of sophisticated services to assist you with your personal finance and organization. These services include: Debit Cards Check writing capabilities Electronic payments Online bill payment ACH Payments Mutual fund automatic investment Cost basis accounting on statements
Online Access Clients can be enabled to access their accounts via the Internet on a 24/7 basis. Access includes the following information: Account holdings Account balances Account activity Access to past statements and trade confirmations in pdf format Online delivery of statements and trade confirmations
Cash Management Services Bernardi Securities accounts can transfer available cash balances automatically into a suite of money market funds managed some of the leading money managers including: AIM Federated JP Morgan Dreyfus Reserve Funds Scudder Wells Fargo In addition, Bernardi’s expert fixed income trading desk has access to competitive Certificates of Deposit and other short-term cash products
Private Client & Lending Services Through our clearing partner, we can offer the following specialty services for clients requiring sophisticated transactions: Cashless option exercise Restricted stock sales and loans Asset Management accounts Pledged account services Non-purpose loans Margin account lending
Account Protection Accounts at Bernardi Securities are fully insured up to the total net equity value. Insurance is provided by the Securities Investor Protection Corporation (SIPC) and Customer Account Protection Corp (CAPCO).