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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, monitored,
and retained in our files on a year-to-year basis. 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.
Year after year 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 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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