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
| Assets | US Government Securities |
| Target Maturity | 0-1 years |
| Target Duration | 0.5 years or less |
| 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 years |
| Target Duration | 1 year or less |
| Target Credit Quality | A+ / AAA |
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 |
Investment Objective: Conservative Total Return &
Broad Fixed Income Exposure
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 | + or -30% of the corresponding benchmark duration |
| Target Credit Quality | AA |
Investment Objective: Tax-Exempt Exposure
Piton Tax-Exempt Short Duration Strategy
| Assets | Tax Exempt Municipal Bonds and Notes, VRDOs |
| Target Maturity | 0-5 years |
| Target Duration | 1-2 years |
| 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 |
Investment Objective: Yield Focus
Piton Managed Yield Strategy
| 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+ |