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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
    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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    1. MFDF webinar - Lessons Learned from the Regional Bank Volatility and the Impact on Registered Funds, June 18
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    7. Celebrating 100 Years of the Mutual Fund, June 25
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    13. MFDF Director Discussion Series - Open Forum via Zoom, July 17
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    16. MFDF Continuing Regulatory Impacts on Fund Boards program, October 15
    17. 2024 MMI Annual Conference, Oct 15-17
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    26. MFDF 2025 Fund Governance & Regulatory Insights Conference, March 6 - 7, 2025




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