Upcoming Events

  • Principles of Performance Mon, May. 11th - Wed, May. 13th

    Uncasville, CT

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  • FPA NY Spring Forum Thu, May. 14th

    New York, NY

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  • Rich Berg - CUNA CFO Council Conference Mon, May. 18th

    New Orleans, LA

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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.

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Registered Investment Advisor

Knowledge Center

Market Minute

Investing a Couple Minutes in Reinvestment Rates

Investing a Couple Minutes in Reinvestment Rates
April 23, 2015
Karen Kinsey

Market Facts

Video

April 27, 2015

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Latest News

March Jobs Numbers: 'Just Not Good'

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

Disciplined investor®

Video

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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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