Upcoming Events

  • Principles of Performance Mon, Nov. 30th - Wed, Dec. 2nd

    Orlando, FL

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  • Principles of Performance Mon, Feb. 22nd - Wed, Feb. 24th

    Las Vegas, NV

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Accounting Service

Bond Trust™ Investment Accounting Service

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

The Grinch of Wall Street

The Grinch of Wall Street
November 24, 2015
Kurt Fritz

Market Facts


November 24, 2015


Latest News

Searching for a Long-Term Solution

Searching for a Long-Term Solution
November 17, 2015
Brian Battle

Disciplined investor®


The Price Effect of Municipal Bond Federal Tax Exemption

November 13, 2015
David Gobberdiel

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