Entries by Matt Bernardi

Stranger Things & Global Central Banks

The hit Netflix sci-fi series Stranger Things takes place in the fictional 1980’s town of Hawkins, Indiana. The show follows a group of middle school kids fending off other-dimensional monsters and Russian conspiracy plots. The threats are significant, though they are entirely unnoticed by society, aside from the primarily juvenile cast. Today’s global central bankers […]

Market Review – Summer 2019

Please find below our portfolio management team’s Summer 2019 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. Bernardi – Market Review – Summer 2019

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