OUR STRATEGIES
Conservative Total Return
Institutional Quality Fixed Income Management with Direct Access and Customization
For general diversification and total return, Piton’s short, intermediate, and core duration strategies are suited to meet the exact needs of your clients. Our team trades directly with institutional market makers, providing our clients with direct access to the depth and pricing of the institutional markets and our decades of experience and expertise.
What Our Strategy Is Focused On
Diversification
Income generation
Capital preservation
Tax-advantaged solutions
Strategies for Conservative Total Return & Broad Fixed Income Exposure
Piton Taxable Short Duration Strategy
Assets: Government Bonds, Corporate Bonds, Taxable Municipals
Target Maturity: 0-5 year
Target Duration: Less than 2.5 years
Target Credit Quality: AA-A
Piton Taxable Intermediate Duration Strategy
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: 3-5 years
Target Credit Quality: AA-A
Related Insights
Brian Lockwood, CFA
Chief Investment Officer
LEARN MORE ABOUT OUR FIXED INCOME SOLUTIONS
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