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 Florida FIT (Florida Fixed Income Trust) and separately managed accounts. The Insured Deposit Portal, IDP, offers access to FDIC insured overnight liquidity and is now available on the national level.
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).