Upcoming Events

  • Brian Battle - APViewpoint Webinar Wed, Apr. 22nd

    The Great Fixed-Income Debate: Bond Funds Versus Individual Bonds

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  • Rich Berg - South Carolina Bankers Association Community Bankers Spring Peer Group Wed, Apr. 22nd

    Columbia, SC

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  • Shareholders Service Group Conference Thu, Apr. 23rd

    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

Scouting the Week

Scouting the Week
April 15, 2015
Tony DePalo

Market Facts


April 13, 2015


Latest News

March Jobs Numbers: 'Just Not Good'

March Jobs Numbers: 'Just Not Good'
April 6, 2015
Brian Battle

Disciplined investor®


Challenging Myths About Life in a "Rates Up" World

April 16, 2015
Andrew Hixson

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