Upcoming Events

  • FPA NorCal Conference Tue, May. 26th

    San Francisco, CA

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  • Phil Nussbaum - Colorado Bankers Association 2015 Annual Summit Wed, May. 27th

    Denver, CO

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  • Phil Nussbaum - Illinois League of Financial Institutions Thrift Conference Tue, Jun. 2nd

    Burr Ridge, IL

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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

Optimizing Earnings Given Constraints

Optimizing Earnings Given Constraints
May 21, 2015
Phil Nussbaum

Market Facts

Video

May 12, 2015

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Latest News

Lack of Good News

Lack of Good News
May 19, 2015
Brian Battle

Disciplined investor®

Video

The Knowledge Curve - Reloaded

May 5, 2015
Will James and Chris Carney

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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Education

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