Upcoming Events

  • CUNA Investment Certification Schools Fri, Aug. 5th - Wed, Aug. 10th

    Chicago, IL

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  • Rich Berg & Bart Smith - CUNA Economics & Investments Conference Tue, Aug. 9th

    Chicago, IL

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  • MoneyBall for Bankers Wed, Sep. 7th - Thu, Sep. 8th

    St. Louis, MO

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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 the Path to Great Performance is so critical to the success of a client’s investment portfolio, that we stake our very existence on helping others in this mission. Our experienced investment professionals strategically partner with community financial institutions and registered investment advisors to make investment decisions with the aim of producing consistent, significant improvement in their long-term investment performance. With our unique, disciplined approach, we challenge conventional wisdom and unveil common misconceptions through our strategic financial advisory services.

Explore our Financial Services for:

Community Financial Institution


Registered Investment Advisor

Knowledge Center

Market Minute

Weighing Option Risk

Weighing Option Risk
July 27, 2016
Andrew Pace

Market Facts


July 25, 2016


Latest News

Will Financial Fundamentals Prove a Sustainable Rally?

Will Financial Fundamentals Prove a Sustainable Rally?
July 20, 2016
Brian Battle

Disciplined investor®


Sizing Up Option Risk

July 7, 2016
Adam Buresh

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