We are pleased to announce the opening of our new corporate headquarters in Northfield, Illinois, one of Chicagoland’s premier northern suburbs.

 

Our new mailing address is:

423 Central Avenue
Northfield, Illinois 60093     

All current telephone numbers remain unchanged.

We are excited by our move because, in part, it underscores the remarkable growth and progress of our organization over the last 36 years. For nearly four decades we have maintained a singular focus on the bond market: markets are about the future which inevitably bring change.

This change for us portends an exciting future for our organization as we look and plan for the years in front of us.

We are very grateful to our loyal clients, staff members, colleagues, and strategic partners. You have all contributed to making this advancement possible. I thank everyone who has helped and supported us over the years.

Below are several interior photographs depicting a bit about our new home. Please visit us when you have the opportunity to do so.

 

For a number of years, the 423 Central Avenue location and the original building served as the Village‘s public library. So, there is an element of serendipity attached to our move – a municipal bond specialty firm, Bernardi Securities, Inc., which has financed thousands of libraries, schools, village/city halls, water/sewer plants, recreation facilities, county courthouses across the country – now finds itself headquartered in a building that once served a public purpose.

I imagine these past 14 months have been challenging for you. I hope the daily activities for you, your family, friends, and colleagues are improving and moving towards a “routine”.

This period was a challenge for us as well. We learned a lot about the people we serve, ourselves and our enterprise. We were tested and challenged as never before – and the potential peril we all faced was elevated to a level we had never experienced.

At times it seemed to me like we were driving a tank down the street without any side windows. We could only see straight ahead and not very far ahead, at that. And we sensed there were dangers close by, just outside our field of vision. It was quite unsettling at times.

But we relied on our training, experience, hard work and common sense.  At times, given our limited vision, we worked differently as a situation required. We applied our skill set and adjusted our route as the landscape came into view – because at times we needed to change our course a bit.

Our “Mission and Values” tell us that we work for our clients – we serve them. We take pride and feel great satisfaction in helping and working with others. And emanating from executing on our mission is a sense of stability and exceptional performance and service for our clients – even under very difficult circumstances as we have all experienced over this past year.

We are dedicated to continuing in this manner and I thank you for your continued confidence and support of our organization. Please stop by and visit with us in our new home if you have the opportunity.

 

Sincerely,

Ronald P. Bernardi
President and CEO
Bernardi Securities, Inc.
May 25, 2021

Chicago, IL May 2020 —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. This award was for BAM’s High Income Municipal, Short-Term Taxable, and Intermediate-Term Taxable strategies.  This is the second Top Gun designation awarded to BAM’s High Income Municipal and Short-Term Taxable strategies since being part of PSN’s manager database.

Top Gun firms are awarded a rating ranging from one to six stars, with the number of stars representing continued performance over time. BAM’s High Income Municipal, Short-Term Taxable, and Intermediate-Term Taxable strategies were named a Top Gun with a star rating of 1, meaning products with this rating performed among the top ten within their respective universes, based on quarterly returns. This is a well-respected quarterly ranking and is widely used by institutional asset managers and investors

“The Bernardi team is proud to have the High Income Municipal, Short-Term Taxable, and Intermediate-Term Taxable strategies to be recognized as Top Guns and leaders among our peers.  This reinforces our belief that municipals are an essential part of our clients’ asset allocation and act as the ballast of their portfolios, performing well during a quarter of significant market volatility,” said Tom Bernardi, CFA and Director of Portfolio Management.

 

For over three decades, Bernardi has specialized in municipal bond portfolio management. The firm provides unique access to separate account management through a hybrid-advisor, offering both active and passive municipal bond strategies.

 

 Contact us at (312) 281-2021 or tbernardi@bernardisecurities.com for more information

 

The complete list of PSN Top Guns and an overview of the methodology can be located on http://www.informais.com/resources/psn-top-guns. For more details on the methodology behind the PSN Top Guns Rankings or to purchase PSN Top Guns Reports, contact Margaret Tobiasen at Margaret.tobiasen@informa.com.

 

Ron Bernardi was quoted in the Bond Buyer article “Regulation Best Interest may require changes to muni market rules”

Read here

Ron Bernardi was quoted in the Bond Buyer article “BDA seeks allies among congressional staffers”

Read here

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 to six stars, with the number of stars representing continued performance over time. BAM’s High Income Municipal and Short-Term Taxable strategies were named a Top Gun with a star rating of 1, meaning products with this rating performed among the top ten within their respective universes, based on quarterly returns. This is a well-respected quarterly ranking and is widely used by institutional asset managers and investors

“The Bernardi team is proud to have the High Income Municipal and Short-Term Taxable strategies to be recognized as Top Guns and leaders among our peers,” said Tom Bernardi, CFA and lead portfolio manager.

The complete list of PSN Top Guns and an overview of the methodology can be located on http://www.informais.com/resources/psn-top-guns. For more details on the methodology behind the PSN Top Guns Rankings or to purchase PSN Top Guns Reports, contact Margaret Tobiasen at Margaret.tobiasen@informa.com.

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 financial service industry and has specialized in municipal finance over the last decade.  He is a great complement to our existing team serving local governmental units in Illinois and across the Midwest.

Kevin has assisted school districts, community colleges, park districts and forest preserve districts with their financing transactions over the years. He is a graduate of Illinois State University and holds Series 7 and 66 licenses. He, his wife Katie and children reside in Bloomington, Illinois.

He is a tremendous addition to our public finance team. Kevin will assist us in better serving the needs of our clients, their staffs, their boards and ultimately their constituents. As this is an important element of our firm’s mission, we are pleased he made the decision to join us.

For nearly 35 years, our commitment to the municipal bond market has remained resolute and unwavering. The addition of Kevin to our team solidifies our determination to continue the same course for many years into the future.

Thank you for your continued confidence and support. Please contact me directly should you have any questions or care to discuss.

 

Sincerely,

 

Ronald P. Bernardi

President & CEO

Bernardi Securities, Inc.

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