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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
    8/26/2025 Neos Fourpeats, Raking In $1.275B MFWire.com
    7/10/2025 33 Fund Firms Join a Giant's INTF Platform For RIAs MFWire.com
    6/25/2025 Small Firms' Flows Recover By $1.5B As a CT ETF Shop Repeats MFWire.com
    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
     News Archives
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    2. WE PNW - Mentorship Program Virtual Session: Building Trust to Win New Business and Influence Others, September 23
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    24. MFDF 2026 Fund Governance & Regulatory Insights Conference, March 5 - 6, 2026




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