Upcoming Events

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

    Burr Ridge, IL

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  • Phil Nussbaum - Bank Holding Company Association Webinar Thu, Jun. 4th

    Is Your Asset/Liability System Lying to You?

    Learn More

  • The 2015 Advanced Course® Wed, Jun. 10th - Fri, Jun. 12th

    Chicago, Illinois

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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

Defense Diversification

Defense Diversification
May 28, 2015
Adam Buresh

Market Facts

Video

May 26, 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