Bernardi Securities, founded in 1984 and based in Chicago, specializes in management of fixed-income portfolios for high net-worth individual and corporate investors. It is an independent brokerage firm and one of the leading fixed-income underwriters in the Midwestern United States. Its portfolio management department manages fixed-income portfolios for investor clients and the trading department actively bids and positions municipal bonds, U.S. Treasury debt, agencies, corporate bonds and certificates of deposit. Bernardi s public finance and underwriting department negotiates the purchase of fixed-income securities issued by communities located in the Midwest.
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