Piedmont Capital Asset Management LLC

Piedmont Capital Asset Management provides discretionary portfolio management to individuals and to a range of entity clients, including pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm also offers held-away account oversight for retirement plan assets using an account-aggregation service and provides investment advice across mutual funds, bond funds, and individual bonds.

The firm’s investment process centers on long-term strategies supported by quantitative fund screening and fundamental follow-up analysis, with bond laddering used to manage interest-rate exposure and occasional short-term trading when deemed appropriate. Portfolios are constructed and rebalanced under discretionary authority and are reviewed at least annually or more frequently as client circumstances or market conditions warrant.

Noteworthy for a single-advisor independent firm, Piedmont manages both individual and institutional plan assets, a service set that is uncommon among peers and includes management of held-away ERISA and non‑ERISA plan accounts through a third‑party aggregation platform. The combination of a relatively small client base with multi-entity client types and the use of external plan‑management tools makes the firm’s scope of services atypical for a solo practitioner.