Performance Trust was founded in 1994 under the conviction that the interests of the customer should supersede the need to sell fixed-income products. After revealing and experiencing firsthand the weak structural integrity of the Wall Street product-centered model, Rich Berg and Phil Nussbaum started a firm that would value a disciplined analytical approach to investments over conventional analytics and imprecise conjectures. As they sought to teach customers about this approach and its effectiveness in determining the most beneficial risk/reward decisions, education quickly emerged as another key value of the new firm. Rather than simply telling customers which decision to make, they detailed the objective analytics that supported these decisions. This unbiased methodology and transparency helped customers build confidence not only in the firm’s ability to make informed investment decisions, but in their own ability to make these decisions as well. Over 17 years later, the firm continues to apply its analytical framework to evaluate the potential risks and rewards embedded in complicated securities.
Performance Trust Capital Partners, LLC (PTCP) trades securities with over 500 regional financial institution clients throughout the United States, utilizing disciplined analytics and fresh, innovative thinking to help clients maximize their profitability.
Performance Trust Investment Advisors, LLC (PTIA) is an investment manager which handles non-agency RMBS portfolios for family offices, RIAs and institutions with over $400mm in AUM as of November 30, 2011.
Performance Trust University® (PTU) offers a 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.
