Municipal Bond Portfolio Management

Investing in today’s volatile municipal bond market requires highly specialized portfolio management. Since 1984 – in good markets and bad – the disciplined Bernardi Securities, Inc. approach to active municipal bond portfolio management has produced solid returns for clients.

Bernardi serves investor needs using a proven municipal bond portfolio management process:

  • Investment policy & parameters – Establish municipal bond portfolio goals and investment parameters, and update them periodically
  • Portfolio strategy – Develop and adhere to an active, laddered portfolio strategy aligned with individual client requirements
  • Credit research – Manage credit risk by building portfolios on the three pillars of municipal credit research
  • Bond selection – Uncover above average value and invest at above average yield levels
  • Performance monitoring – Outperform market averages to produce solid returns

Municipal Bond Portfolio Management Overview
A summary of the Bernardi Securities approach to active municipal bond portfolio management.
Download PDF