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It’s not just what you know. It’s how you apply that information to solve real-world problems.

Performance Trust University® offers the premier fixed-income portfolio education program in the United States, designed to help community financial institutions acquire the tools to ask the right questions and make better risk/reward decisions.


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A 3-day accelerated learning experience that teaches professional, institutional investors how to invest using the fundamental math principles that underlie securities.

An invitation-only course that applies our proven methodology to current fixed-income market trends and industry analysis. By focusing our disciplined approach on the current environment, we provide the insight and tools that are key to helping your institution thrive in uncertain times.

Our faculty is continually collecting and creating content for new courses that not only covers the most current industry news, but that reviews and represents concepts that can help you face the challenges of this constantly evolving environment. Join us in one of our topical courses that address your timely concerns.
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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.