Performance Trust | Capital Partners
Performance Trust Capital Partners
Our
Services
Capital
Markets Team
Our Services
We know it is critical for you to tangibly demonstrate your contribution to increased shareholder value. That’s why we will consistently help you project and document superior performance with services that include:
 
> Specific security analysis
> Extensive pre-purchase and post-purchase documentation
> Monthly Level Playing Field® and other teleconferences
> Regular, unique research via the Disciplined Investor®
> Educational materials, counsel and instruction – all specifically designed to enhance your skills and credibility as an internal educator at your institution
Member FINRA and SIPC
Performance Trust Capital Partners, LLC
500 W. Madison, Ste. 350, Chicago, IL 60661
phone 312.521.1000 fax 312.521.1001
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The research and other information provided herein has been prepared for informational purposes only and is not an offer or solicitation to purchase or sell securities. Performance Trust Capital Partners (Performance Trust) may make a market, or have a position in the securities discussed herein and may purchase or sell the same on a principal basis or as an agent. Investing involves risks, including the potential for principal loss. There is no guarantee that the strategies and services will be successful or outperform other strategies and services. Investing in bonds includes assumption of risks, including rising interest rates to decrease the value of bonds. Certain assumptions may have been made in connection with the analysis presented herein, and changes to the assumptions may have a material impact on the analysis or results. Past performance is no guarantee of future results. The investments discussed herein may be unsuitable for investors depending on their specific investment objectives and financial position. Investors should independently evaluate each investment discussed in the context of their own objectives, risk profile and circumstances. With respect to the information contained herein that has been obtained from public sources, while Performance Trust believes this information to be reliable, Performance Trust does not guarantee its accuracy, adequacy or completeness and is not responsible for any errors or omissions or for the results obtained from the use of such information.

 
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