Performance Trust Varied
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INSTITUTIONAL
GROUP

Your Partner in Execution

As a leading partner for banks, insurance companies, hedge funds, and asset managers, the Institutional Group provides exceptional execution in fixed income, risk management, and capital commitment transactions. With a large liquidity network and a combined 280 years of experience, our partners can be confident in their efforts to achieve the best execution possible.

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$200 Billion In Securities Traded Annually


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50 Team Members between sales and trading


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500+ Institutional Investor clients


Our Integrated Services

Balance Sheet
Strategy

Institutional
Group

Investment
Banking

Capital
Markets

Bond
Accounting

Regulatory
Compliance

Asset Liability
Management

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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