Upcoming Events

  • Dan Bass - SNL Bank M&A Symposium Wed, Oct. 7th

    Washington, DC

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  • Rich Berg - Connecticut Bankers Association & Financial Managers Society Western MA October Chapter Meeting Tue, Oct. 13th

    Windsor, CT

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  • Jon Briggs & Gary Svec - Jones Walker M&A Seminar Tue, Oct. 13th

    Birmingham, AL

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Accounting Service

Bond Trust™

Bond Trust is our investment accounting service for our customers.

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Are you seeking the Path of Great Performance™?

We believe that pursuing this path is so critical that we stake our very existence on helping others in this mission. Performance Trust strategically partners with community financial institutions and registered investment advisors, with the aim of producing consistent, significant improvement in their long-term performance. Using our unique, disciplined approach, we challenge conventional wisdom and unveil common misconceptions through our strategic financial advisory services.

Community Financial Institution


Registered Investment Advisor

Knowledge Center

Market Minute

Changing the Way We Play the Game

Changing the Way We Play the Game
September 30, 2015
Kurt Fritz

Market Facts


September 28, 2015


Latest News

A Price to Pay

A Price to Pay
October 2, 2015
Brian Battle

Disciplined investor®


Curve Flattening: A Study

September 15, 2015
Jun Yang and Karen Kinsey

Featured Content

Important changes to HARP
How exactly has HARP evolved since it was announced in 2009? Check out our detailed timeline for more background on the program’s critical features and changes.

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Performance Trust University

Performance Trust University® offers a premier fixed-income education program, designed to help community financial institutions acquire the tools to ask the right questions and make better risk/reward decisions.

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Performance Trust
Learning Center