Performance Investment Management is a full service investment management firm. We manage regular investment accounts, IRA’s, ROTH’s and 401k accounts. The size of our present accounts range from $15,000 to $9,000,000. We provide the same high quality trading of accounts of modest size as we do multi-million dollar accounts.
 
Our MarketTrak strategy provides a generous return on an investment based on the S&P Stock Index with less risk and volatility. Click on the MarketTrak tab above for a detailed description of how the strategy works to the investor’s benefit.
 
All accounts are placed with TD Ameritrade, one of the largest discount brokers. Each account is kept individually in the investor’s name and offers 24/7 online access.
 
There are no fees for us to open a new account or transfer an existing account. There are no ongoing maintenance fees or termination fees. The annual fee for our service of trading the account ranges from 1 - 2% depending on the size of the account. This is equal to or less than the charges of most mutual funds.
 
With Performance Investments, the MarketTrak investment strategy is customized to your risk tolerance, long term goals, and financial situation.