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Bond Investment Accounting & Reporting Services

Bond Trust Software for Portfolio Managers

At Performance Trust, we seek to equip our customers with the knowledge, tools and resources for potential outperformance. In our commitment to provide portfolio managers with superior fixed-income portfolio analytics, we created Bond Trust™, a highly accurate yet flexible accounting system powered by TPG (The Portfolio Genius), a leading provider of fixed-income accounting software.

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Meet Our Team
  • Krissy Love
    Manager of Operational Excellence
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  • Eric Meier
    Managing Director & Chief Financial Officer
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  • James V. Lorentsen, CPA
    Principal & Vice President, Treasurer
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