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Analytics Group

In a competitive landscape where practice differentiation and heightened client expectations intersect, Performance Trust Analytics Group (PTAG) disrupts the typical allocation to municipal investments for HNW clientele.

PTAG empowers advisors to offer custom bond portfolios of individual municipal securities for their clients with the same expertise it has provided to financial institutions for over 20 years. We can measure how individual bonds behave in various rates over time—that can help potential returns and minimize risks. Measuring how individuals bonds will do in different situations—prior to purchase—can better identify what bonds are right for your HNW clients.

Experience, Expertise, Access

Our institutional market access serves as a scalable, cost effective resource for portfolio analysis, construction and surveillance. Efficient technology allows advisors to retain control and focus on the client relationship while outsourcing end to end operational burdens.

Find out how our experience, expertise and access can support your practice.

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Meet Key Players

Krissy Love
Director of PTAG
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Brian J. Battle
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Jason D. Stuck, CFA
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Patt Long
Relationship Manager
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Branden Sampson