Upcoming Events

  • The Advanced Course® Wed, Jun. 8th - Fri, Jun. 10th

    Chicago, IL

    Learn More

  • Principles of Performance Mon, Jun. 27th - Wed, Jun. 29th

    Chicago, IL

    Learn More

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

    Austin, TX

    Learn More

View Full Calendar

Accounting Service

Bond Trust™ Investment Accounting Service

Bond Trust is our investment accounting service for our customers.

Learn More

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

Stay the Course

Stay the Course
May 18, 2016
Rich Berg

Market Facts

Video

May 17, 2016

Download

Latest News

Overcapacity Within Retail

Overcapacity Within Retail
May 11, 2016
Brian Battle

Disciplined investor®

Video

Credit Double-Check

February 25, 2016
Michael Kelly and Umrai Gill

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.

Learn More

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.

Learn More

 

Performance Trust
Learning Center