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MFWire: The Performance Trust Total Return Bond Fund
MUTUAL FUND FAMILY PROFILES [BETA]
To Update this information contact
Editors@InvestmentWires.com
or call Armie Lee at 212-331-8995 x111.
Performance Trust Investment Advisors LLC
500 West Madison
Suite 350
Chicago, IL 60661
Google Maps
Contact
Main Phone: 312-521-1115
Web Site:
Mutual Fund Brand(s)
The Performance Trust Total Return Bond Fund
Research Links
SEC Fund Filings by CIK Series
Background:
Sponsored Opportunities
Key People:
Richard Berg
CEO , PT Asset Management
Story Archive for Performance Trust Investment Advisors LLC
Published On
Story Headline
Publication
3/28/2025
Neos Pulls Ahead With a $241MM Inflows Boost
MFWire.com
11/26/2024
Small Firms' Net Flows Fall $1.5B From September, But ...
MFWire.com
10/28/2024
With $790MM, PTAM Pulls Ahead
MFWire.com
9/26/2024
PTAM Leads With $218MM
MFWire.com
7/22/2024
Alpha Architect Takes the Lead With $1.4B
MFWire.com
5/17/2024
A Philly Area Firm Leads With $668MM
MFWire.com
4/9/2024
A $7.7B-AUM AM Enters the ETF Biz
MFWire.com
3/21/2024
A Crypto-Focused Firm Leads With $949MM
MFWire.com
2/26/2024
An Insurer's New Funds Win With $3.4B
MFWire.com
1/25/2024
A Philly Area Firm Leads With $1.1B
MFWire.com
12/14/2023
With $124MM, a Gotham Shop Takes the Lead
MFWire.com
11/24/2023
A Gotham Shop Wins With $184MM
MFWire.com
10/25/2023
With $887MM, PTAM Leads
MFWire.com
7/24/2023
Simplify's Inflows Jump Tenfold
MFWire.com
6/23/2023
BondBloxx Repeats, Winning With $476MM
MFWire.com
5/18/2023
BondBloxx Leads With $308MM
MFWire.com
5/24/2022
Innovator Leads As Small Firms' Outflows Fall 23 Percent
MFWire.com
8/30/2011
Performance Trust Unveils its Second Mutual Fund
MFWire.com
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