Investment advisors


Supporting Top Investment Advisors

Performance Trust's RIA Group works closely with advisors across the country to produce customized bond portfolios for their clients. The advisors we serve rely upon Performance Trust for fixed income tools and analytics that help them present individual bond proposals to their clients. We utilize a disciplined math-based approach that emphasizes the importance of evaluating total return when making portfolio decisions. Our ongoing process produces model portfolios that our advisors can use to fit with their overall client strategies.

On the institutional side, we are a well-recognized and trusted participant in institutional bond markets. We have strong coverage from broker/dealer networks and broad access to both new issue markets and key electronic trading platforms. Many of these relationships span more than 20 years and provide high visibility to bond offerings and pricing across several platforms.

Custom Fixed Income Strategies

We design custom bond solutions, providing ownership of bonds and allowing control over credit, quality, duration, and more. Our math-based approach emphasizes the importance of evaluating total return when making portfolio decisions, providing valuable insights into the impact that unpredictable yields can have on returns.

Explore our total-return-backed approach to managing fixed income.

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Still Need More Information?
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Learn more about the RIA Group and Performance Trust's proprietary Shape Management methodology.