Corporate Documents

Last Modified: April 2 2024

Form ADV
Form CRS

Form ADV

PT Asset Management Form ADV

Form CRS

PT Asset Management Form CRS

500 W Madison St #470, Chicago, IL 60661

COMPANY

About

Resources

Contact Us

MUTUAL FUNDS

Total Return Bond Fund

Municipal Bond Fund

Multisector Bond Fund

ETFs

Short Term Bond Fund

Terms & Conditions
Privacy Policy
Corporate Documents

Before investing, carefully consider fund investment objectives, risks, charges and expenses. For this and other information that should be read carefully, please view the funds’ prospectuses. Mutual fund investing involves risk.Principal loss is possible. PTAM is the advisor to the Performance Trust Mutual Funds, which are distributed by Foreside Fund Services, LLC.

The Fund’s investment objectives, risks, charges and expenses must be considered carefully before investing. The summary and statutory prospectuses contain this and other important information about the investment company, and may be obtained by clicking here. Read carefully before investing.