Civic IQ
FINANCIAL_SERVICESONGOING

Bernardi Securities Continues Channahon Investment Management

Channahon received an investment update from Bernardi Securities on its municipal bond portfolio. The firm has worked with the Village for approximately 10 years and charges 0.2% annually on managed assets while managing a laddered taxable municipal bond portfolio.

Document date · September 8, 2026

Issuing agencyChannahon village (pt.)VendorBernardi Securities

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Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo

Scope & details

The full contract record, as filed.

Contract amount
0.2% per year on managed assets
Contract type
FINANCIAL_SERVICES
Contract term
Approximately 10 years as of September 8, 2026; ongoing
Renewal
Ongoing relationship reported as having lasted approximately 10 years; no renewal or expiration terms were stated.
Document type
Minutes
Source document
Village of Channahon Minutes Committee of the Whole 2026-09-08

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Channahon village (pt.)?

Bernardi Securities 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 Securities contract with Channahon village (pt.) worth?

The Bernardi Securities 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.

What other contracts does Bernardi Securities hold?

Bernardi Securities may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

View Bernardi Securities's 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.

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