Understand the advantages of our fixed income asset management services.
Our Approach
You’re an Independent Advisor for a Reason
We’re here to lift you up, not hold you back.
Whether you’ve recently left a larger institution and no longer have access to fixed income expertise, or the needs of your clients have grown in complexity, we dedicate our industry insights, passion and technology toward rounding out your financial toolkit.
Working with our fixed income managers, you have direct communication with your portfolio manager - not just access to generic information on a website.
Our team offers the personalized attention this highly nuanced market requires, leaving you the freedom to focus on your clients’ larger financial picture without foregoing crucial diversification opportunities for steady income.
A Team of Fixed Income Specialists & Back Office Support
Customized Investment Guidelines
Institutional Quality Trade Execution
Individual Portfolio Reviews & Recommendations
Working With Us, You Gain Access To
Discover Our Strategies
What Is Your Primary Investment Objective?
Piton Tax-Exempt Tactical Ultra-Short Duration Strategy
Assets: Tax Exempt Municipal Bonds and Notes, VRDOs
Target Maturity: 0-2 years
Target Duration: 1 year or less
Target Credit Quality: A+ / AAA
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 years
Target Duration: 1 year or less
Target Credit Quality: A+ / AAA
Piton Tactical Government Cash Strategy
Preservation of Principle & Liquidity
Assets: US Government Securities
Target Maturity: 0-1 years
Target Duration: 0.5 years or less
Target Credit Quality: AAA
Piton Taxable Intermediate Duration Strategy
Conservative Total Return & Broad Fixed Income Exposure
Assets: US Government Securities, US Government Agencies, Taxable Municipal Bonds, Corporate Bonds, Taxable Commercial Paper, Money Market Securities
Target Maturity: 0-10 years
Target Duration: + or -30% of the corresponding benchmark duration
Target Credit Quality: AA
Piton Tax-Exempt Intermediate Duration Strategy
Assets: Tax Exempt Municipal Bonds and Notes, VRDOs
Target Maturity: 0-10 years
Target Duration: 3-5 years
Target Credit Quality: AA
Piton Tax-Exempt Short Duration Strategy
Tax-Exempt Exposure
Assets: Tax Exempt Municipal Bonds and Notes, VRDOs
Target Maturity: 0-5 years
Target Duration: 1-2 years
Target Credit Quality: AA
Piton Managed Yield Strategy
Yield Focus
Assets: US Corporate Bonds, Taxable Municipal Bonds, Preferreds, Structures Notes Subordinated Debt
Target Maturity: 0-30 years
Target Duration: Core Duration
Target Credit Quality: A- / BBB+
