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OUR STRATEGIES

Tactical Cash Management

Liquidity, Capital Preservation, and Institutional Yield

We offer tactical cash management strategies designed to offer the assurance and accessibility clients may need for more immediate liquidity.

What Our Strategy Looks Like

Assets are closely and actively managed

​Liquidity serves as the primary driver

​Focus is on high-quality securities

​Portfolio target duration < 1 year

Strategies for Liquidity & Preservation of Principle

Piton Tactical Government Cash Strategy

Assets: US Government Securities

Target Maturity: 0-1 year

Target Duration: Less than 0.5 year

Target Credit Quality: AAA

Fact Sheet
Annual GIPS Report 2024
Piton Tactical Ultra-Short Duration Strategy

Assets: US Government Securities, US Corporate Bonds, Taxable Municipal Bonds, Floating Rate Debt, Money Market Securities

Target Maturity: 0-2 year

Target Duration: Less than 1.0 year

Target Credit Quality: AA-A

Fact Sheet
Annual GIPS Report 2024
Piton Tax-Exempt Tactical Ultra-Short Duration Strategy

Assets: Tax Exempt Municipal Bonds and Notes, VRDOs

Target Maturity: 0-2 year

Target Duration: Less than 1.0 year

Target Credit Quality: AA

Fact Sheet
Annual GIPS Report 2024

LEARN MORE ABOUT OUR FIXED INCOME SOLUTIONS

To discuss specific performance metrics, customization options, and additional features tailored to your financial objectives, fill out the form.

Get more information on this product.

Related Insights

Brian Lockwood.jpeg

Brian Lockwood, CFA
Chief Investment Officer

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