Piton Investment Management Revenue and Competitors

At Piton Investment Management, we aim to bring institutional-level fixed income investment solutions to individual investors.\n\nFounded in 2015, we are a boutique SEC-registered investment advisor founded by industry veterans Jim Fortescue and Kristopher Konrad, formerly of Annaly Capital Management.\n\nWith roughly $1 billion in assets under management, we cater to high-net-worth individuals and family offices through partnerships with trusted financial professionals.\n\nWhether clients seek safety, diversification, or income, we can provide a unique strategy that balances risk and reward. We offer opportunities through public fixed-income markets, encompassing taxable and tax-exempt exposure, and in the private credit market.\n\nSolutions are provided through versatile investment vehicles, including customized Separately Managed Accounts (SMAs), publicly traded ETFs, and access to a private fund.\n\nClients have direct access to our Chief Investment Officer and our experienced team, who have been in the industry for decades, weathering various rate environments and economic conditions. In today’s complex landscape, we regularly provide insights to help our clients navigate market volatility. Direct access and transparent communication are cornerstones of our commitment to providing personalized service and establishing trusted relationships.\n\nOur name, “Piton,” is a metaphor to convey our dedication to helping guide clients toward their financial aspirations. Just as a piton tool secures a climber’s progress on their ascent, we believe a strategic fixed income position acts as an anchor to asset allocation, stabilizing and advancing our clients' wealth steadily over time.\n\nFor general inquiries, info@pitonim.com