Bernardi Securities, Inc. - Portfolio Management

CREATING A BETTER BOND PORTFOLIO

From the information provided below we will create a model bond portfolio designed and structured to meet your specific investment parameters and goals. Using current bond offerings we can approximate the general make up of a portfolio being created at the present time. Yields are subject to constant change therefore any presentation made is to be viewed strictly as an educational vehicle and is not intended to represent an offering of any sort. Actual investment recommendations will be made only after submission of an Investment Profile and discussions with our Portfolio Managers

TELL US ABOUT YOUR INVESTMENT OBJECTIVES (Please check appropriate answer):

Are you seeking tax-free* income (Please check one)?

	Tax Free* Income
	Taxable Income

Which of the following best meets your maturity parameters (Please check one)?

	5 year average maturity
	10 year average maturity

What is your minimum block size (per maturity)?

	$25,000
	$50,000
	$100,000
	$200,000 or more


Which of the following best meets your quality parameters? (Please check one)
	Conservative Portfolio invested:
	75% in AA or better bonds 25% invested in Bernardi "A or better bonds

	Traditional Portfolio invested:
	60% in AA rated or better 20% in A or better 20% in Bernardi "A" bonds

	Aggressive Portfolio invested:
	25% in AA rated bonds 35% in A or better bonds 40% in Bernardi "A" bonds

Your Name Please

Your E-mail Address

Phone Number

Your Bernardi Investment
Specialist (if applicable):

*Free from current Federal income taxes only.