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About Us

Extend your learning beyond the classroom
At Performance Trust University®, we introduce executives to powerful concepts and tools that will strengthen an institution’s performance. We follow an objective approach that has been used successfully by hundreds of community financial institutions. Our courses will change the way you think about how to achieve great long-term performance and give you the confidence to transform our lessons into real-world results.


About PTU

Performance Trust University faculty member and co-founder Rich Berg explains how the course originated and describes the critical issues that it addresses for financial institutions.

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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.