Performance Investment Management

Investors come to Performance Investment because of their desire to outperform the Market with less risk. Impossible? Not with our MarketTrak account. It combines the safety of top quality interest bearing bonds with an instrument that tracks the Stock Market.
	Our clients receive both interest income and potential Market capital gains. For those clients, MarketTrak provides the best of both worlds - participation in the Market with lower risk and a steadier return.
Our MarketTrak account outperforms the Market if the Market is down, at breakeven or up as much as 12% in a one year.* So, risk of participation in the Stock Market is reduced and performance increased over the largest range of Market Prices. For those investors looking to participate in the Stock Market with lower risk, a MarketTrak account may be suitable for a portion of their investment assets. *When annual gains in the Market exceed the range of 12 - 15% and the investor has a non-leveraged MarketTrak account, then ownership of just a broad-based index security will generally outperform such an account for that period.
Past performance does not guarantee future returns. Actual results will depend on the interest rate obtained for the yield component, amount of premiums received on the derivative and other market factors. This strategy may not be suitable for all investors. Suitability depends on the investor's goals, objectives, risk tolerance, asset allocation, financial depth and time horizon.