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COMMITMENT
TO MIDWEST ISSUERS
In this video clip from All
Municipal Bonds Are Not Created Equal, Bernardi principal
Michael Bowen discusses the close relationship Bernardi has
with many of the bond issuers on our approved credit list.
Bernardi Securities, Inc. is one of the most active underwriters in
the mid-western United States.
Our
Primary Focus Our primary focus is in the structuring
and distribution of municipal bonds. Our Public Finance Department
focuses on the needs of borrowers, providing highly professional
debt advice and financial planning services to governmental entities.
Competitive Costs Our innovative financing ideas and our distribution
strength may translate into lower borrowing costs for the issuer.
These are the primary reason for our long-term relationships with
many, many issuer clients here in the mid-west.
"Hands On" Philosophy Ours is a total company commitment with
one of our principals always involved, "hands on", in the financing
process of each and every issue underwritten.
Our officers and staff are always available
to meet with you and your constituents.
This video has been prepared by Bernardi Securities, Inc. (BSI)
for our clients and other interested parties. Within this video,
we may express opinions about the direction of financial markets,
investment sectors, trends, and taxes. These opinions should not
be considered predictions of future results, and are subject to
change at any time. Past performance is not indicative of future
returns. Nothing in this video represents a recommendation of any
particular strategy, security or investment product. This information
is provided for educational purposes only and was obtained from
sources considered reliable, but is not guaranteed and not necessarily
complete. BSI offerings are made by prospectus or official statement
only. Income may be subject to state and local taxes and the federal
alternative minimum tax. Please consult your tax professional regarding
the suitability of tax-free investing. The laddered approach to
portfolio construction contains certain risks and limitation including
the possible inability to reinvest bond proceeds at similar yield
and limited diversification for smaller portfolios. Please consult
your investment specialist for more information.
Municipal
bonds not FDIC insured · May lose principal · Not
appropriate for all investors
