Piton Investment Management

Overview

Piton Investment Management is a private investment firm specializing in customized fixed income and structured product portfolios. Founded in 2015, the firm offers tailored investment solutions to registered investment advisors (RIAs), institutions, and direct clients, focusing on enhancing yield and managing risk through a personalized approach. With nearly $1 billion in assets under management, Piton has established itself as a significant player in the fixed income and structured notes market, providing clients with institutional-quality portfolio management and access to a broad spectrum of fixed income assets, including government-backed securities, corporate bonds, municipal bonds, and structured notes designed to provide enhanced yield potential and customized market exposure. The firm's investment strategies include Cash Management, Conservative Total Return, Tax-Exempt, and Yield Enhanced portfolios, each designed to meet specific client objectives. In November 2024, Piton received a strategic investment from Halo Investing, a global leader in wealth technology solutions for protective investments. This partnership aims to capitalize on the growing demand for income-based investment solutions and enhance Piton's capabilities in providing personalized investment strategies to investors, regardless of portfolio size or assets under management. Piton's team comprises experienced industry professionals dedicated to constructing, executing, and reviewing fixed income and structured notes portfolios through separately managed accounts (SMAs). Their expertise extends across both traditional fixed income investments and structured note solutions, providing clients with tailored portfolio management that aligns with their specific investment objectives. The firm's product suite ranges from highly liquid 'cash management' portfolios to longer duration strategies, as well as highly nuanced structured product portfolios, catering to a diverse range of client needs and investment goals. Piton's approach emphasizes direct access to portfolio management, support and strategies tailored to individual client needs, and competent and dedicated management professionals, ensuring that clients receive personalized attention and expertise in managing their fixed income and structured product investments. The firm's commitment to providing customized investment solutions is further demonstrated by its availability of investment strategies through platforms like SMArtX Advisory Solutions, allowing wealth advisors to access Piton's strategies efficiently and effectively. Overall, Piton Investment Management continues to focus on delivering high-quality, customized fixed income and structured product portfolios, leveraging its expertise and strategic partnerships to meet the evolving needs of its clients in the investment management landscape.