Contact - Performance Tracking Inc, Investment Management

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Performance Tracking Inc, Investment Management

Working for people after they invest.

Working For People After They Invest.

(360) 941-1851 Call or Text
PerformanceTracking@gmail.com

Introduction
Questions for Advisors
Portfolio Management
Performance Gaps
Fiduciary Standard
Financial Planning
Investing in Retirement
Reporting
Management Fee
Disclosures & Custody
Contact

Introduction
Questions for Advisors
Portfolio Management
Performance Gaps
Fiduciary Standard
Financial Planning
Investing in Retirement
Reporting
Management Fee
Disclosures & Custody
Contact

Jim Bunker

(360) 941-1851 Call or Text

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Disclaimer: Performance Tracking Inc (PTI) is a registered investment advisor in the state of Washington. Custody services and securities trading are offered through T.D. Ameritrade Institutional (TDAI), Member FINRA/SIPC. Research facts are provided by Morningstar Inc. (MS) Neither PTI, TDAI or MS provides legal or tax advice. Information presented here is obtained from sources believed to be reliable but neither PTI, TDAI or MS guarantees its accuracy. Opinions expressed are those of PTI (James Bunker). PTI’s current disclosure brochure is available at https://adviserinfo.sec.gov/firm/summary/116575 in the Part 2 Brochure link and at www.investor.gov. TDAI has not created, supplied. licensed, endorsed, or approved this information or has independently verified any information presented here. PTI may not transact business in states where it is not registered or exempt from registration.

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