Upcoming Events

  • Dan Bass - Texas Bankers Association Senior Management Summit Wed, Jul. 15th

    Lost Pines, TX

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  • Principles of Performance Wed, Jul. 22nd - Fri, Jul. 24th

    Chicago, IL

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  • Jim Toliver & Gary Svec - CUNA Economics & Investments Conference Sun, Aug. 9th

    San Diego, CA

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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

Roller Coaster Ride Ahead?

Roller Coaster Ride Ahead?
July 2, 2015
Phil Nussbaum

Market Facts

Video

June 29, 2015

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Latest News

City in Search of a Solution

City in Search of a Solution
June 27, 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