OUR STRATEGIES
Tactical Cash Management
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
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
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
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Brian Lockwood, CFA
Chief Investment Officer