The financial professionals at St. Bernard have sound credentials which reflect their diverse backgrounds and experience. Collectively, with over 1,000 years of combined experience, these registered securities representatives include registered investment advisors, certified life underwriters, chartered financial consultants, certified financial planners, MBA’s, certified funds analysis’, and financial services company managers.
St. Bernard’s state-of-the-art computer systems have access to a vast array of databases and financial information. We employ financial strategies such as Harry Markowitz’s Efficient Frontier and William Sharpe’s Capital Asset Pricing to find the most beneficial solution to almost any financial need. Our representatives never hesitate to use a team approach when becoming involved with complex financial issues. The expertise in this organization can find a financially rewarding solution to the most complicated of problems.
Be it a company retirement plan, superior investment performance, tax planning or simply low cost insurance – St. Bernard representatives have unsurpassed capabilities to find the best solution.