Performance Trust Capital Partners, LLC strategically partners with community financial institutions
Performance Trust Capital Partners, LLC strategically partners with community financial institutions, with the aim of producing consistent, significant improvement in their long-term performance. Using our unique, disciplined approach, we challenge traditional thinking and unveil common misconceptions through our strategic financial advisory services. Rather than simply telling clients what decisions they should make, we teach them our analytical approach through Performance Trust University®, a premier fixed-income portfolio education program designed to help clients acquire the tools to ask the right questions and make beneficial decisions for their institutions.
Keywords: Investment Banking, Fixed-Income Portfolios, Institutional Investments, Financial Institution Portfolios, Bank Asset Management, Portfolio Management, Investment Advisors, Bond Investing, Bond Accounting Services, Investment Trusts
Interview Q&A
How long have you been in business?
19 Years
What is your primary product or service?
Products - Bond Trust™, Enterprise Shape Management
Services - Broker/dealer, investment banking, bond accounting, continuing education, asset/liability management, investment advisor
Which areas do you service?
United States, Puerto Rico
Who owns your company or runs daily operations?
Richard S Berg
What are your hours of operation?
8:00 AM - 5:00 PM CST
Contact Performance Trust Capital Partners, LLC:
