High Income Municipal Strategy - Bernardi Asset Management Named Top Guns Manager by Informa Investment Solutions

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.

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 [email protected].