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We are about loyalty and service to our clients.
In 1961, Edward Bernardi co-founded a municipal bond firm in Chicago.
He served as President and CEO until 1984 when he sold his interest
and founded Bernardi Securities, Inc.
We Manage Fixed Income Portfolios
Bernardi Securities, Inc. specializes in the innovative,
but conservative management of fixed income portfolios for high
net worth individual and corporate investors.
We Underwrite and Trade Municipal Bonds
We are an independent Chicago-based broker/dealer and one
of the most active fixed income underwriters in the mid-western
United States.
We Research. We Work Hard. We Know Our Business
Our Portfolio Management Department
manages fixed income portfolios for investor clients.
Our Trading
Department actively bids and positions municipal bonds,
U.S Treasury debt, agencies, corporate bonds and certificates of
deposit.
Our Public
Finance Department specializes and negotiates the purchase
of fixed income securities issued by communities located in the
Midwestern United States.
Our Underwriting
Department actively bids and purchases fixed income securities
in competition with other dealers. A complete list of the new issues
we are currently planning to bid is available for your viewing by
clicking "Underwriting Department" above.
Our focus is on being the best, not the largest. We are Innovative.
We are Independent.
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