Upcoming Events

  • Jon Briggs & Gary Svec - Auburn University – Bank Directors' College Thu, Feb. 18th

    Auburn, AL

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

    Las Vegas, NV

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  • Kurt Fritz - Illinois Bankers Association – The ONE Conference Thu, Mar. 3rd

    East Peoria, IL

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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

By Failing To Prepare, You Are Preparing To Fail

By Failing To Prepare, You Are Preparing To Fail
February 10, 2016
David Gilbert

Market Facts

Video

February 02, 2016

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Latest News

Fear of Losing Market Access

Fear of Losing Market Access
February 4, 2016
Brian Battle

Disciplined investor®

Video

My New Year’s Resolution—Think Slower

January 27, 2016
John Behof

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