Upcoming Events

  • Principles of Performance Tue, Apr. 2nd - Thu, Apr. 4th

    Dallas, TX

    Learn More

  • Earning Your Independence Thu, Apr. 4th - Fri, Apr. 5th

    Boston, MA

    Learn More

  • Earning Your Independence Mon, May. 6th - Tue, May. 7th

    Richmond, VA

    Learn More

View Full Calendar

Knowledge Center

The Single Security Initiative

Market Minute™

The Single Security Initiative
February 28, 2019
Marty Lorentsen

 Finding Safe Harbor in Volatility

Latest News

Finding Safe Harbor in Volatility
February 28, 2019
Brian Battle

Video

Disciplined Investor®

Debunking Book Value: The Biggest Obstacle for Bond Portfolio Managers

March 14, 2019
Andy Hixson

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

Accounting Service

Bond Trust™ Investment Accounting Service

Bond Trust is our investment accounting service for our customers.

Learn More