Piton Investment Management

Piton Investment Management is a specialized firm focused on customized fixed income and structured note portfolio management, catering to individuals, financial advisors, and institutional clients with meticulous investment solutions. Founded in 2015, Piton Investment Management is headquartered in New York, US. The firm specializes in tailored investment management services and has seen no significant pivots or changes in business operations since its inception. Jim Fortescue serves as the CEO.

Piton Investment Management specializes in customized fixed income and structured note portfolio management for a diverse clientele including individuals, financial advisors, and Registered Investment Advisors (RIAs). They offer a range of services that enable clients to construct, execute, and review portfolios through separately managed accounts (SMAs). Their core offerings include both traditional fixed income investments and innovative structured note solutions tailored to meet specific client objectives. Piton focuses on providing direct access to top fixed income markets and dedicated portfolio management, addressing unique financial needs to ensure effective risk management.

Piton Investment Management generates revenue through management fees associated with their portfolio management services. Clients engage with the firm by entering into agreements for separately managed accounts that typically involve a fee based on assets under management. The firm may also charge performance fees based on the achievement of specific investment benchmarks. Revenue transactions occur in a B2B framework, collaborating directly with financial advisors and institutional clients, which reflects their commitment to individualized service and expertise in their fixed income and structured note offerings.