Performance Tracking Inc.

Overview

Performance Tracking Inc. is a small, fee-based advisory focused on discretionary portfolio management for individuals, families and small businesses. The firm runs concentrated, equity-oriented portfolios and shows a clear preference for exchange-traded securities as the primary building block of client accounts. Services are delivered on a percentage-of-AUM fee model and the client base is individual and family households rather than institutional or pension clients. The firm does not identify itself as an active ESG investor and operates from a single-office structure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices