”We provide customized solutions for building and maintaining wealth through efficient portfolio management and trusted, comprehensive advice and service.”
With over 60 years of cumulative investment experience, Mario Bernardi and Mike Ochoa work with individuals and companies to develop and implement investment plans designed to grow and manage wealth.
Incorporating client needs and wants, Mario and Mike develop plans to help ensure that clients can financially support their pre- and post-retirement life style. They work closely with clients to help monitor their progress and ability to achieve their unique personal goals.
Areas of expertise include: retirement planning and distribution strategies; 401k plans; college saving and education planning; asset and income protection; cash flow and market risk management and specialized fixed income investing.
Mario and Mike are financial advisors who have worked together for over 30 years. Both are registered investment advisors, securities principals and have senior management experience. They are both past presidents and board members of The Bond Club of Chicago. Mario also served as chairman of Central States Securities Industry Association and president of Illinois Securities and Financial Markets Association.
Mario enjoys hunting, fishing and hockey. Mike is an avid golfer and enjoys sailing.