Upcoming Events

  • The Advanced Course Mon, Sep. 12th - Wed, Sep. 14th

    Chicago, IL

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  • Brian Battle- FMS 2016 East Coast Regional Conference Tue, Sep. 20th - Tue, Sep. 20th

    Boston, MA

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  • Principles of Performance Tue, Sep. 27th - Thu, Sep. 29th

    Austin, TX

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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 Banks


Investment Advisors

Knowledge Center

Market Minute

A Minute (or Two) on Munis

A Minute (or Two) on Munis
August 17, 2016
Tom Boylen

Market Facts


August 29, 2016


Latest News

Underestimation in the Market?

Underestimation in the Market?
August 22, 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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