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
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Market Commentaries
REGULATION BEST INTEREST
The municipal bond market provides our economy with a deep pool of investment capital. Simply stated, Municipal Bonds Build America. Investor participation is high as both individual and institutional investors commit their savings to build our nation’s infrastructure: schools, town halls, county courthouses, airports, water and sewer treatment plants, recreation facilities, hospitals, and electric utilities to name a few projects. It is most often a long-term commitment, an important factor contributing to the deep, dynamic, and liquid municipal bond market….
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…