Performa Investment Management Vermont

FIRM OVERVIEW

PERFORMA IS 100% FOCUSED ON providing CUSTOMIZED INVESTMENT SOLUTIONS FOR CAPTIVES OF all SIZEs.

PERFORMA

our strategies

FROM CASH TO INVESTMENT GRADE BONDS, HIGH YIELD & EQUITIES, WE OFFER A VARIETY OF INVESTMENT STRATEGIES.

CLIENT SERVICE PROGRAM

CLIENT SERVICE PROGRAM

A PARTNERSHIP BASED APPROACH AND PROACTIVE COMMUNICATION WITH OUR CLIENTS AND THEIR SERVICE PROVIDERS IS A HALLMARK OF OUR CLIENT SERVICE EFFORT.