Bernardi Securities, Inc.

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Description

  • A leading municipal bond boutique, Bernardi Securities, Inc. specializes in active municipal bond portfolio management and innovative public finance services. Our mission has remained the same since our founding specialize in the municipal bond market to deliver superior performance for clients.ACTIVE MUNICIPAL BOND PORTFOLIO MANAGEMENTInvesting in todays complex municipal bond market requires highly specialized portfolio management. Bernardi investment specialists serve clients using a proven process for active municipal bond portfolio management.INNOVATIVE PUBLIC FINANCE SERVICESAs one of the Midwests most active underwriters, Bernardi understands the demands facing municipal administrators, school superintendents, and elected officials. Bernardi public finance specialists help issuer clients raise needed capital, providing a variety of services throughout the debt issuance process.MUNICIPAL CREDIT RESEARCH & INSIGHTSIndependent municipal credit research is the foundation of the Bernardi approach to its portfolio management and public finance services. Close attention to credit research is more important than ever in the wake of the 2008-2009 financial crisis. Additionally, Bernardi Securities reports on municipal market topics in several types of research publications to keep clients informed.For educational purposes only and obtained from sources considered reliable. Not guaranteed and not necessarily complete. BSI offerings are made by prospectus or official statement only. Income may be subject to state and local taxes and the federal AMT. Additional risks associated with investing in municipal bonds include credit risk, interest rate risk, and reinvestment risk. Please consult your tax professional regarding suitability.May lose principal Not FDIC insured Not appropriate for all investors©2016Bernardi Securities, Inc. Member FINRA/SIPCVisit www.bernardisecurities.com/disclosures for more information
  • location

    Headquarters:20 South Clark Street Suite 2700, Chicago, Illinois, United States

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  • Bernardi Securities, Inc. phone

    Phone Number: +1 312-726-7324

  • Bernardi Securities, Inc. website

    Website: https://www.bernardisecurities.com

  • Bernardi Securities, Inc. employees

    Employees:29

  • Bernardi Securities, Inc. revenue

    Revenue:$1 - 10M

  • Bernardi Securities, Inc. legal name

    Legal Name:Bernardi Securities, Inc.

  • Bernardi Securities, Inc.'s Social Media

    Bernardi Securities, Inc. linkedin Bernardi Securities, Inc. twitter
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  • |  NAICS Code: 541611  |

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Person level website identification

Chairman for Bernardi Securities, Inc.

Edward Bernardi

Chairman

Person level website visitor identification

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View Employees

Edward Bernardi

Chairman

Mike Ridge

Vice President

Matthew Bernardi

Vice President, Investment Specialist

Bob Vail

Vice President

Rick Gerali

Vice President

Frequently Asked Questions regarding Bernardi Securities, Inc.

  • Where are Bernardi Securities, Inc.'s Headquarters?

    Bernardi Securities, Inc.'s Headquarters are in 20 South Clark Street Suite 2700,Chicago,Illinois,United States

  • What is Bernardi Securities, Inc.'s phone number?

    Bernardi Securities, Inc.'s phone number is +1 312-726-7324

  • What is Bernardi Securities, Inc.'s official website?

    Bernardi Securities, Inc.'s official website is https://www.bernardisecurities.com

  • What is Bernardi Securities, Inc.'s Revenue?

    Bernardi Securities, Inc.'s revenue is $1 - 10M

  • What is Bernardi Securities, Inc.'s NAICS code?

    Bernardi Securities, Inc.'s NAICS code is 541611

  • How many employees are working in Bernardi Securities, Inc.

    Bernardi Securities, Inc. has 29 employees

  • What is Bernardi Securities, Inc.'s Industry?

    Bernardi Securities, Inc. is in the industry of Financial Services

  • Who is Bernardi Securities, Inc.'s Chairman?

    Bernardi Securities, Inc.'s Chairman is Edward Bernardi

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