Contact your Bernardi Securities Investment Specialist for additional portfolio management report information. Bernardi on The Internet Anyone who has access to the Internet or follows new technology knows that the past five years have produced numerous advances for the financial services industry in the areas of technology and information management. Bernardi Securities, Inc. was an early entrant to the Internet, establishing a website in 1997. Over the past three years this site has been expanded to include new and secondary market issues pricing, financial information and articles, and most recently, on-line access to your account information. We continue our efforts to offer the best of personal service and now we also can offer you on-line access to your account at any time.
Information regarding holdings, balances, and activity is available at the click of a mouse.
We can even program your personal log-in identification to display information on all Bernardi accounts you hold. Visit our site for new issue and new secondary market bond issues. If you wish, we can e-mail you notification of new issues, as they become available. Contact your Bernardi Investment Specialist for additional information. Bernardi Securities Numerous clients who use or have used safekeeping services provided by larger institutions have experienced service problems, reporting difficulties and actual loss of information.