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IT
ALL BEGINS WITH CREDIT RESEARCH
In this video clip from All
Municipal Bonds Are Not Created Equal, Bernardi principal
Lou Lamberti explains how his team of highly experienced credit
analysts finds quality municipal bond investments for our
clients.
FIXED INCOME SECURITIES INVENTORY
Current Inventory and Offerings
A current listing of Bernardi fixed income offerings is available
for viewing via the web by clicking Current Inventory
to the right. The information provided is not to be construed as an
offer to sell any security. Offerings will be made by a Bernardi
Investment Specialist. Offerings are made by prospectus/offering
circular only.
Our Latest Offerings
Shaker Heights Ohio
Sch Dist UTGO Ref Facs
4.000% due 12-15-21
@ 1.250 = 112.922
YTM = 2.512
Pre-Rfnd 12-15-16 @ 100
Aaa/AA+ Natl RE
Lemont Illinois UTGO BQ
Alt Rev Source 2012 A
4.000% due 01-01-30
@ 4.000 = 99.996
Pre-Rfnd 01-01-21 @ 100
Moody Aa2 Rated
Cook & DuPage Cntys Illinois
HSD 210 (Lemont) Natl-RE
5.000% due 01-01-26
@ 2.200 = 110.486
YTM = 4.010
Pre-Rfnd 01-01-16 @ 100
Moody Aa2 Rated
South Western IL Dev Auth
Loc Gov Prog Triad Sch Dist 2
5.000% due 10-01-18
@ 2.200 = 112.316
YTM = 2.947
Pre-Rfnd 10-01-16 @ 100
Baa2/A+ Natl RE Insured
Genoa City Wisconsin
Wtr Sys Rev Ser B BQ
2.500 % due 05-01-20
@ 2.300 = 100.979
YTM = 2.368
Callable 05-01-17 @ 100
Moody and S&P NR
Securities
available generally include:
Tax Free* Municipal Bonds
- General Obligation Bonds
- Revenue Bonds
- Zero Coupon Bonds
Taxable Municipal Bonds
Corporate Bonds
United States Government Bonds
United States Agency Bonds
Certificates of Deposit
*Free from current Federal income
taxes only.
INTERESTED IN
OUR LATEST OFFERINGS?
For complete up to date information, including available
bonds, please call your Bernardi Securities, Inc. Investment
Specialist or contact our offering desk directly
at:
This
video has been prepared by Bernardi Securities, Inc. (BSI) for our
clients and other interested parties. Within this video, we may
express opinions about the direction of financial markets, investment
sectors, trends, and taxes. These opinions should not be considered
predictions of future results, and are subject to change at any
time. Past performance is not indicative of future returns. Nothing
in this video represents a recommendation of any particular strategy,
security or investment product. This information is provided for
educational purposes only and was obtained from sources considered
reliable, but is not guaranteed and not necessarily complete. BSI
offerings are made by prospectus or official statement only. Income
may be subject to state and local taxes and the federal alternative
minimum tax. Please consult your tax professional regarding the
suitability of tax-free investing. The laddered approach to portfolio
construction contains certain risks and limitation including the
possible inability to reinvest bond proceeds at similar yield and
limited diversification for smaller portfolios. Please consult your
investment specialist for more information.
Municipal
bonds not FDIC insured · May lose principal · Not
appropriate for all investors
