Upcoming Events

  • Jim Toliver & Gary Svec - CUNA Economics & Investments Conference Sun, Aug. 9th

    San Diego, CA

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  • Phil Nussbaum - CUNA Economics & Investments Conference Tue, Aug. 11th

    San Diego, CA

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  • Bart Smith - CUNA Financial Management School Wed, Aug. 19th

    Las Vegas, NV

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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.

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Registered Investment Advisor

Knowledge Center

Market Minute

Municipal Mayhem

Municipal Mayhem
July 23, 2015
Brian Battle

Market Facts

Video

July 28, 2015

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Latest News

CPS Budget Crunch

CPS Budget Crunch
July 27, 2015
Brian Battle

Disciplined investor®

Video

The Knowledge Curve - Reloaded

May 5, 2015
Will James and Chris Carney

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