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Bernardi Bond Research
We recommend both rated and non-rated
bonds. All non-rated bonds are evaluated, studied and approved by
our research department. These issues are reviewed on a regular
basis. Those non-rated bonds meeting certain standards are designated
Bernardi BSI*.
Research Tools
- Individual Audit and Research Files
- Research Credit
Worksheet
- Direct Communication With Selected Municipal
Officials & Auditors
- Personal Visits To Selected Communities
- Bloomberg Financial Information &
Research Services
- Standard & Poor & Moody’s
Evaluations and Ratings
- Our Decades of Experience Evaluating
Municipal Bond Credits
Disclaimer
- The Bernardi designation indicates we have researched the bond
and have determined the credit suitable for recommendation for some
bond portfolios. Our opinion constitutes our judgment as of the
date a bond is placed into a client's portfolio and is subject to
change without notice. There is no correlation, stated or implied,
between our designation and ratings given by the various rating
agencies. The designation has been made based upon information which
we believe to be reliable, but cannot guarantee to be error free.
app 8/18/09 |