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 Independent & Innovative We are an independent investment banking firm offering fixed income portfolio management to investor clients on a fee basis through Bernardi Asset Management, L.L.C. (BAM) and on a fee and non fee basis through Bernardi Securities Inc. We are a major underwriter/trader of fixed income securities providing capital to mid-sized and small bond issuers throughout the nation. Special emphasis is placed upon bidding and/or negotiating mid-western area credits. We are market makers and actively trade the secondary market. Our Clients First. The allocation of negotiated bonds to portfolios under management and "first call" on secondary market values enable us to continually produce outstanding portfolio performance for our managed portfolio clients.
Special Products. Well Researched. More Yield Well-researched and monitored products for our clients including privately negotiated bond issues and hidden values in the secondary market.
"Hands On" Involvement. Our highly skilled team of fixed income professionals, together with the daily involvement of the firm's principals, enables us to truly give individual and personal attention to each portfolio we manage. Our unwavering commitment to integrity and loyalty to our clients enable us to give you and your clients the highest standard of service and performance. Our Focus is to Serve One Client at a Time. Not to be the Largest Manager. The Bernardi team, with over 150 years of fixed income experience, manages or assists in the management of fixed income portfolios for individuals, trusts and institutional clients. |
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