Upcoming Events

  • MoneyBall for Bankers™ Mon, Apr. 13th - Tue, Apr. 14th

    Chicago, IL

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  • Shareholders Service Group Conference Thu, Apr. 23rd

    San Diego, CA

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  • 2015 Income Best Pratices Conference Mon, Apr. 27th

    Rosemont, IL

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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

Let History Be Your Guide

Let History Be Your Guide
March 26, 2015
Brian Leibfried

Market Facts


March 23, 2015


Latest News

A Standstill in History

A Standstill in History
February 11, 2015
Brian Battle

Disciplined investor®


The Market Will…

February 26, 2015
Kurt Fritz

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