PT Asset Management, LLC

PT Asset Management, LLC (PTAM) is a Chicago-based boutique fixed income asset manager that seeks to deliver superior long-term results to investors, financial advisors and institutions. Our investment team uncovers compelling opportunities by looking beyond traditional metrics and applying a dynamic approach to evaluating the future total return of securities over various interest rate scenarios. As of March 31st, 2025, PTAM manages approximately $10.25 billion in assets across multiple products, including mutual funds and separately managed accounts for institutional investors. Investing in bonds involves risk; including loss of principal. PT Asset Management (PTAM) is the advisor to the Performance Trust Funds, which are distributed by ALPS Distributors, Inc. To learn more, please visit www.ptam.com.