Wertz York Capital Management is a local investment advisor located in Tampa, Florida. The firm specializes in cash management services and fixed income portfolio management for individual, corporate and governmental clients statewide. Wertz York Capital manages The Core Fund, Florida FIT (Florida Fixed Income Trust), and Wertz York Preferred Deposit Program.
Wertz York Capital provides real fixed income management solutions in an increasingly volatile marketplace. Our expertise includes cash alternative investing, U.S. corporate and commercial paper investments, U.S. Treasury and Government Agency securities, mortgage-backed securities, portfolio structuring and analysis, cash flow modeling and management, as well as portfolio solutions for SMA’s (separately-managed accounts).