We are pleased to announce that Piton Investment Management has received a strategic investment from Halo Investing, a global leader in wealth technology solutions for protective investments. This partnership marks a significant milestone in our mission to provide highly customized fixed income and structured product portfolios to our valued clients.
Strengthening Our Capabilities
Founded in 2015, Piton specializes in delivering tailored fixed income portfolio solutions to Registered Investment Advisors (RIAs), institutions, and direct clients. With nearly $1 billion in assets under management, we believe that a strategic fixed income position serves as an asset allocation anchor - stabilizing and advancing our clients' wealth steadily over time.
The investment from Halo Investing allows us to capitalize on the growing demand for income-based investment solutions. By integrating Halo's award-winning platform for protective investments, including structured notes and annuities, we can enhance our offerings and provide even more personalized solutions to investors, regardless of portfolio size or assets under management.
Leadership Perspectives
"We're excited to strengthen our partnership with Halo," said Jim Slattery, President, COO, and CFO of Piton. "This partnership expands our capabilities in providing personalized investment solutions to investors, enhancing the value we bring to our clients."
Matt Radgowski, CEO of Halo Investing, echoed this enthusiasm: "We're excited to tap into Piton's expertise in fixed income and structured products. By engaging Piton's capabilities on a deeper level, we can improve the investment experience in new and innovative ways."
Looking Ahead
This collaboration positions us to better serve financial professionals seeking defined and targeted outcome financial solutions. Together with Halo Investing, we are committed to meeting the evolving needs of our clients by offering sophisticated investment strategies that anchor and grow their wealth over time.
For more details, please read the full press release here.