May 31, 2005
Richard S. Berg
For almost two months we have been waiting for the state of Illinois to approve our name change, being continually told it was “any day.” Well, we finally have written approval for our new name. Before I announce our name, I would like to give you the background as to how we arrived at this choice.
May 23, 2005
Brian Battle
The mission of our firm is to inspire financial decision makers to choose the Path of Great Performance and to help them achieve results that surpass those they would attain otherwise.
To that end, we are thrilled to announce the addition of Brian Battle. On May 3rd, 2005 Brian joined our municipal trading staff. Brian has spent the past decade at Griffin, Kubik, Stephens & Thompson Inc. — and the prior nine years with American National Bank & Trust, a wholly-owned subsidiary of First Chicago (JP Morgan) — analyzing, trading and underwriting Bank Qualified, General Market and Taxable Municipal Bonds.
May 3, 2005
Andre P. Reynolds
When Andre Reynolds joined us a year and a half ago, he added his years of experience and expertise as a Federal Reserve Examiner and Credit Risk Team Leader to our knowledge arsenal. Today, he is an instructor for Bond Math University®, and many of you may recall his “economic conditions” presentation at the 2003 Advanced Course® as the representative of the Chicago Fed. Andre is a CPA who holds a Master of Management degree from Northwestern University and a B.A. from the University of Michigan.
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.
