Institutional fixed income & yield enhancement solutions
Piton believes the best way to generate alpha and manage risk in fixed income is through a customized approach.
Piton Investment Management specializes in creating customized fixed-income and yield-oriented solutions for its clients. Piton’s strategies offer a flexible, multi-faceted approach to fixed-income and Structured Note investing, allowing Piton to meet a wide range of investor needs across varying market environments.
Benefits of Working with Piton
Financial advisors and institutional investors have direct access to Piton’s portfolio management team. The team offers the personalized attention and experience that these highly nuanced markets require, leaving you the freedom to focus on your clients’ larger financial picture without foregoing crucial diversification opportunities for steady income.
Transparency
Direct access to Piton’s team of portfolio managers.
Reliability
Access to effective fixed income strategies managed by an experienced team.
Customization
Piton works with advisors to create strategies tailored to your goals.
How Piton Works
01
Investment Guideline Creation
Piton works with each advisor to establish clear and appropriate investment objectives. These guiding principles help shape lasting relationships.
02
Individual Portfolio Reviews & Recommendations
Every advisor has access to Piton’s team of portfolio managers, regardless of portfolio size or complexity.
03
Institutional Quality Trade Execution
We pride ourselves on exceptional portfolio positioning that is never one size fits all.
Structured Note and Fixed Income Solutions
01
Consistent High Income
Structured High Yield Income
The strategy seeks to opportunistically position around market-moving events and capture income by investing in reverse convertible Structured Notes when a stock’s volatility has increased. By using a tactical, actively managed approach, the strategy targets income from sources less correlated to traditional investment income sources.
02
Preserve Principal & Liquidity
Tactical Ultra-Short Duration
The strategy seeks to maximize current income for clients seeking institutional cash management solutions. Using high grade, high liquidity, credit instruments, the strategy looks to provide numerous benefits not available with traditional commingled money market funds. Investors in the strategy enjoy the benefit of holding money market instruments and short-term bonds separately from other investors.
03
Short & Long Term Capital Preservation
Taxable Intermediate
The strategy focuses on the long-term preservation of principal by utilizing highly liquid, Investment-grade allocation. Liquidity is an important characteristic of the strategy and allows the team to utilize a macroeconomic approach to long-term interest rate trends. The portfolio provides an institutional yield, while providing a reasonable income stream, and a compounding re-investment.
Structured High Income Strategy
Tactical Ultra-Short Duration
Taxable Intermediate
Where to Access Strategies
On Halo Platform
On Charles Schwab
Quarterly Updates and Resources
Structured High Income Fact Sheet Q2 2025
Fact Sheet • April 7, 2025
Structured High Income Fact Sheet Q1 2025
Fact Sheet • February 3, 2025
Structured High Income Fact Sheet Q4 2024
Fact Sheet • January 7, 2025
Ultra Short Duration Fact Sheet Q4 2024
Fact Sheet • December 31, 2024
Taxable Intermediate Duration Fact Sheet Q4 2024
Fact Sheet • December 31, 2024
Ultra Short Duration Fact Sheet Q3 2024
Fact Sheet • November 30, 2024
Taxable Intermediate Duration Fact Sheet Q3 2024
Fact Sheet • November 30, 2024
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