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Ongoing Monitoring Service
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"Life of the Bond Issue"
Commitment
Our principals are committed to our issuer
clients and our investor clients over the entire life of the bond
issue. Annual reports and financial statements are reviewed regularly,
monitored, and retained in our files. Oftentimes our Public Finance
team members make personal visits to the issuer client long after
a bond issue has been underwritten and placed with our investor
clients.
We maintain files holding annual reports,
interim financial reports, Bernardi Research Reports and general
news items concerning the issuer client.
Because of this ongoing attention, our clients,
their attorneys, and accountants can, and oftentimes do, defer to
us whenever questions regarding the issue arise... months and years
after the initial financing.
We do not underwrite, sell and forget!
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