Bernardi Asset Management Advises Channahon Bond Portfolio
Channahon village (pt.)City · IL- Disclosed value
- 0.2% per year on managed assets
- From minutes
- Document date
- Sep 8, 2026
The 30-second brief
Channahon's municipal bond portfolio continues to receive fiduciary-based investment advisory services from Bernardi Asset Management. The advisor charges 0.2% annually on assets and manages a laddered portfolio of taxable municipal bonds.
Bernardi Asset Management holds this financial services contract with Channahon village (pt.). Its other public contracts on record include work for Manhattan SD 114.
Term as filed: Approximately 10 years as of September 8, 2026; ongoing.
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Contract details
- Contract type
- Financial Services
- Amount
- 0.2% per year on managed assets
- Document date
- September 8, 2026
- Term
- Approximately 10 years as of September 8, 2026; ongoing
- Agency
- Channahon village (pt.)
- Source document
- Village of Channahon Minutes Committee of the Whole 2026-09-08 (Minutes)
Bernardi Asset Management's other public contracts
More Channahon village (pt.) contracts
Questions about this contract
Who was awarded the financial services contract by Channahon village (pt.)?
Bernardi Asset Management was awarded this financial services contract by Channahon village (pt.), as recorded on September 8, 2026. The contract value is 0.2% per year on managed assets.
How much is the Bernardi Asset Management contract with Channahon village (pt.) worth?
The Bernardi Asset Management contract with Channahon village (pt.) is valued at 0.2% per year on managed assets, covering financial services work.
What type of contract is this?
This is a Financial Services contract, documented as a minutes record.
Where was this contract approved?
This contract appears in Village of Channahon Minutes Committee of the Whole 2026-09-08 (Minutes), dated September 8, 2026 from Channahon village (pt.). Civic IQ extracts contract records directly from agency meeting documents and solicitations.
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What other contracts does Bernardi Asset Management hold?
Bernardi Asset Management may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.
What is Channahon village (pt.) currently buying?
Explore Channahon village (pt.)'s vendors, signed contracts, and active RFPs on their Civic IQ agency profile.