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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
Saucon Valley PA
Sch Dist Ref Bonds
3.300% due 10-15-13
@ 1.500 = 105.030
YTM = 1.750
Callable 04-15-13 @ 100
Moody Aa3 Natl Re
Georgia St
Ser D Univ & College Imps.
4.000% due 12-01-15
@ 1.750 = 107.600
YTM = 2.510
Callable 12-01-13 @ 100
Aaa/AAA Rated
Fed and St of GA Tax Exempt
Galesburg Illinois UT GOs
Refunding Bonds
4.600% due 12-30-15
@ 1.750 = 104.370
YTM = 3.722
Callable 12-30-11 @ 100
NR/NR Natl Re
DuPage & Will Cntys IL
Cmnty Sch Dist Imps.
5.000% due 12-30-16
@ 1.800 = 109.480
YTM = 3.375
Callable 06-30-13 @ 100
Aa1/AAA FSA Insured
Woodridge Illinois
UTGO Pub Imps.
4.375% due 02-01-24
@ 3.900 = 103.120
YTM = 4.075
Callable 02-01-18 @ 100
Moody A1 Rated
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
