Bernardi Securities, Inc. - Interactive Portfolio Review

Bernardi Clients

The Interactive Portfolio Review option allows you to visit with our portfolio managers on line. Upon making an appointment, we will activate and bring up on your computer various reports concerning your account. This Bernardi on-line availability feature will enable you and our portfolio manager to simultaneously review and discuss your portfolio report, your monthly statement, individual bonds in your portfolio and, if you are a Managed Portfolio Account, a page by page review of the Quarterly Portfolio Management Report we prepare for you.

	Name
	E-mail Address
	Your Bernardi Investment Specialist (if applicable):

	Visitors
	Upon request, Bernardi Portfolio Managers can arrange to conduct an on-line presentation of a sample portfolio that consists of samples of every document provided to our existing clients. Contact us directly at 1-800-367-8757 or submit the following information:
	Name
	E-mail Address
	or Telephone Number