Muni SMA Strategies
Municipal Bonds: Local Impact
Company News
Ron Bernardi quoted in Bond Buyer article - March 14, 2019
Bernardi Asset Management Named Top Guns Manager by Informa Investment Solutions - February 28, 2019
35 YEARS AND GROWING – Kevin R. Wills Joins Bernardi - January 24, 2019
Bernardi Asset Management Named Top Guns Manager by Informa Investment Solutions - February 28, 2019
35 YEARS AND GROWING – Kevin R. Wills Joins Bernardi - January 24, 2019
Learn More
Check the background of Bernardi Securities or your investment professional on FINRA BrokerCheck
Market Commentaries
Beware of the Average Benchmark
There are many facets and varieties of our active management approach to municipal bond portfolios. Credit analysis, ladder positioning, strategies offered, and tax-loss harvesting to name a few. Another important aspect of active management is the allocation to (and avoidance of) specific geographies relative to the benchmark. Considering the pitfalls of bond benchmark construction…
Happy New Year and Thank You
We wish everyone a happy New Year. October 1st marked the first day of our 35th year at Bernardi Securities. In the fall of 1984 my father, Ed Bernardi…
The Yield Curve: Where we have been and..
The U.S. economy is firing on all cylinders right now. Small business confidence has reached all-time highs, jobless claims are near 49 year lows, while household net worth continues to climb into record territory. Federal Reserve Bank of New York President, John Williams, recently noted the economy is “about as good as it gets.” This growth spurt appears in what is now the second longest expansion cycle in history (111 months)……..