Performance Trust Varied
Capital markets investors

CAPITAL
MARKETS

Your Partners in Innovation

Performance Trust Capital Markets is a leader in unique and first-time securitizations, custom funding solutions, and capital raises. Our combination of creative structuring and banking professionals, highly experienced institutional salesforce covering the entire spectrum of investors, as well as unique and extensive down-stream distribution to community banks and credit unions provides our clients with unparalleled financing solutions.

Capital markets investors

40+ Sole or Joint Lead deals totaling over $5 billion since 2018


Capital markets investors

55+ Co-Manager deals totaling over $42 billion since 2018


Capital markets investors

100+ team members focused on unique distribution channels


New Issue Activity

Our areas of expertise span the following sectors:

  • Reverse mortgages
  • Consumer unsecured
  • RMBS/CMBS
  • Litigation finance
  • Esoteric asset classes
Capital markets investors

Loan Products

Our areas of expertise span the following sectors:

  • HELOC
  • Commercial real estate
  • Consumer unsecured
  • Auto
  • Manufactured housing
  • PACE
  • Custom loan structures
Capital markets investors

Find the Right Program for You

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Earning Your
Independence™
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Principles of
Performance™
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The Advanced
Course®
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Custom
Programs

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. Performance Trust is not a chartered bank or trust company, or depository institution. It is not authorized to accept deposits or trust accounts and is not licensed or regulated by any state or federal banking authority.

The testimonials herein may not be representative of the experience of other clients. The testimonials are no guarantee of future performance or success. These are not paid testimonials. We maintain all of our endorsers may have limited applicability of experience to what clients may generally expect to achieve. Performance results described by any endorser are non-audited and should not be considered representative of what clients will generally achieve with the advertised product/service in actual, albeit variable, conditions of use.

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