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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 our minimum standards are designated
Bernardi A* Approved. Rated
bonds are approved if they are rated “A” or better by
Moody’s or Standard & Poor rating services.
Research Tools
- Individual Audit and Research Files
on Each Bernardi A* Approved
Bond
- Research Credit
Worksheet
- Direct Communication With Municipal
Officials & Auditors
- Personal Visits To Communities
- Bloomberg Financial Information &
Research Services
- Standard & Poor & Moody’s
Evaluations and Ratings
- Our Years of Experience Evaluating Municipal
Bond Credits
Disclaimer
- A* designates a "Bernardi Approved" bond. 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 A* designation
and ratings given by the various rating agencies. The A* designation
has been made based upon information which we believe to be reliable,
but cannot guarantee to be error free.
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