PERFORMANCE INVESTMENT GROUP

Overview

Performance Investment Group is a small, independent registered investment adviser organized as an LLC that focuses on advice and portfolio management for individuals and families, along with financial planning for individuals and small businesses. The firm’s business model uses multiple fee arrangements—percentage-of-AUM billing plus hourly and fixed-fee engagements—allowing flexibility across planning and ongoing portfolio management relationships. Investment activity centers on manager-driven, public-funds based solutions rather than heavy direct stock selection. The adviser appears to prefer packaged mutual fund strategies and third‑party managers for core exposures, with limited non-discretionary positions. Performance Investment Group is not an active ESG investor and does not present itself as a multi-state or institutional pension consultant; it acts as a straightforward private-wealth RIA for individual and family clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices