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Home > Financial Services > Stock Brokers > Bernardi Securities, Inc.
Bernardi Securities, Inc.
Bernardi Securities, Inc. is a member of National Association of Security Dealer. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
In 1961, Edward Bernardi co-founded a municipal bond firm in Chicago. He served as President and CEO until 1984 when he sold his interest and founded Bernardi Securities, Inc. Bernardi Securities, Inc. specializes in the innovative, but conservative management of fixed income portfolios for high net worth individual and corporate investors. Bernardi provides highly individualized portfolio investment planning tailored to meet the investment objectives of each client. Portfolios are designed and structured to address each client's unique circumstances and needs. No generic plans. The company emphasizes a highly personalized client portfolio manager relationship. Their focus is always the client's investment goals and the long-term enhancement of portfolio value. The company’s highly skilled team of fixed income professionals, together with the daily "hands on" involvement of the principals of the firm enables Bernardi to continually find excellent rates of return for its clients' portfolios. Bernardi Securities, Inc. works closely with a number of outside professionals in the financial and estate planning field.
The company’s primary focus is in the structuring and distribution of municipal bonds. Their Public Finance Department focuses on the needs of borrowers, providing highly professional debt advice and financial planning services to governmental entities.
The company’s innovative financing ideas and distribution strength translates into lower borrowing costs for the issuer. These are the primary reason for their long-term relationships with many, many issuer clients in the mid-west.
Bernardi Securities, Inc. has its clearing relationship with Pershing LLC, the leading correspondent clearing organization. Now under the resource umbrella of the Bank of New York, Pershing has been providing expert clearing and execution services to the broker dealer community since 1939.
Public Finance covers a vast area of investment banking, including municipal bond finance that, in turn, includes many different types of debt instruments, financing plans, debt structures and legal considerations. They initiate, develop and underwrite revenue bonds issued for a multitude of purposes and general obligation bonds issued by municipalities, school districts and other local governmental entities.
Over the years, creative and innovative financing ideas have enabled the company to build positive, long-term relationships with municipal bond issuers throughout the Midwest. As a result, the company has become a leading underwriter and active market maker for municipal securities issued by communities throughout the Midwest.
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