Entries by Matt Bernardi

Bernardi Asset Management Named Top Guns Manager by Informa Investment Solutions

February 2019—Bernardi Asset Management (BAM), a wholly owned subsidiary of Bernardi Securities, Inc. (BSI) has been awarded a Top Guns designation by Informa Investment Solutions’ PSN manager database, North America’s longest running database of investment managers for BAM’s High Income Municipal and Short-Term Taxable strategies. Top Guns firms are awarded a rating ranging from one […]

35 YEARS AND GROWING – Kevin R. Wills Joins Bernardi

On October 1st,2018, Bernardi Securities began its thirty-fifth year of service to communities and investors across the country. As part of our continuing desire to improve the platform we offer to our clients, we are pleased to announce Kevin R. Wills, Investment Banking Specialist has joined our team. Kevin has over 15-years of experience in the […]

Beware of the Average Benchmark

January 18, 2019 By: Matthew P. Bernardi 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 […]


Market Review – Fall 2018

Below please find the our portfolio management team’s Fall 2018 Municipal Market Review. This provides an overview of current market conditions and information about our total return and goals-based strategies.  If you would like additional information about our process or specific strategies, please let us know. 2018 Fall – Bernardi Municipal Market Review

The Yield Curve: Where we have been and possibly going

October 10, 2018 By Matthew P. Bernardi 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 […]

Ron Bernardi quoted in InvestmentNews

Six months after the sweeping tax-reform package that cut corporate and individual rates rattled the $3.7 trillion municipal bond market, financial advisers say the fallout has proven to be a good thing for investors… Read more here