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Understand The Advantages

Of Our Fixed Income Asset Management Services


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.


Working With Us, You Gain Access To


Customized Investment Guidelines


Individual Portfolio Reviews & Recommendations



Back Office Support


Institutional Quality Trade Execution


A Team of Fixed Income Specialists


What Is Your Primary Investment Objective?

Discover Our Strategies


Preservation of Principle & Liquidity

Conservative Total Return & Broad Fixed Income Exposure

Tax-Exempt Exposure

Yield Focus


Investment Objective: Preservation of Principle & Liquidity

Piton Tactical Government Cash Strategy

AssetsUS Government Securities
Target Maturity0-1 years
Target Duration0.5 years or less
Target Credit QualityAAA

Piton Tactical Ultra-Short Duration Strategy

AssetsUS Government Securities, US Corporate Bonds, Taxable Municipal Bonds, Floating Rate Debt, Money Market Securities
Target Maturity0-2 years
Target Duration1 year or less
Target Credit QualityA+ / AAA

Piton Tax-Exempt Tactical Ultra-Short Duration Strategy

AssetsTax Exempt Municipal Bonds and Notes, VRDOs
Target Maturity0-2 years
Target Duration1 year or less
Target Credit QualityA+ / AAA


Investment Objective: Conservative Total Return &

Broad Fixed Income Exposure

Piton Taxable Intermediate Duration Strategy

AssetsUS Government Securities, US Government Agencies, Taxable Municipal Bonds, Corporate Bonds, Taxable Commercial Paper, Money Market Securities
Target Maturity0-10 years
Target Duration+ or -30% of the corresponding benchmark duration
Target Credit QualityAA


Investment Objective: Tax-Exempt Exposure

Piton Tax-Exempt Short Duration Strategy 

AssetsTax Exempt Municipal Bonds and Notes, VRDOs
Target Maturity0-5 years
Target Duration1-2 years
Target Credit QualityAA

Piton Tax-Exempt Intermediate Duration Strategy

AssetsTax Exempt Municipal Bonds and Notes, VRDOs
Target Maturity0-10 years
Target Duration3-5 years
Target Credit QualityAA


Investment Objective: Yield Focus

Piton Managed Yield Strategy

AssetsUS Corporate Bonds, Taxable Municipal Bonds, Preferreds, Structures Notes Subordinated Debt
Target Maturity0-30 years
Target DurationCore Duration
Target Credit QualityA- / BBB+




Interested in Learning More About
Our Fixed Income Strategies?

Cash Management

Learn More

Conservative Total Return

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Yield Enhanced

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