Investment advisors


Supporting Top Investment Advisors

Performance Trust's RIA Group works closely with advisors across the country to produce customized portfolios for their clients. Many of our advisors consider Performance Trust an outsourced fixed-income department relying upon us to support many aspects of bond portfolio construction. At Performance Trust, we utilize a rigorous math-based approach that emphasizes the importance of evaluating total return when making portfolio decisions.

Institutional Market Access and Execution

Performance Trust is 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.

Model Portfolio

Performance Trust utilizes a rigorous math-based approach that emphasizes the importance of total return. This approach evaluates the potential total return characteristics of multiple different strategies to generate preferred portfolios. Our ongoing process produces model portfolios that our advisors can use to fit with overall client strategies.

Custom Strategies for Individual Clients cover

Custom Strategies for Individual Clients

Learn more about the underlying principles that make Shape Management® and how they can help your clients' investment portfolios.