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 MANAGEMENT Investing in today’s 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 SERVICES As one of the Midwest’s 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 & INSIGHTS Independent 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 ©2024 Bernardi Securities, Inc. Member FINRA/SIPC Visit www.bernardisecurities.com/disclosures for more information