The simple government-designed investment solution that matches your investing time horizon to a menu of investment solutions.
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Wertz York Capital Management Group
Tyler Johnston
5502 Nort●●●●●●●●●ka Avenue
Ta●●pa , Florida, 33604
United States
View this contact
Wertz York Capital Management Group
Tyler Johnston
5502 Nort●●●●●●●●●ka Avenue
Ta●●pa , Florida, 33604
United States
View this contact
Wertz York Capital Management Group
Tyler Johnston
5502 Nort●●●●●●●●●ka Avenue
Ta●●pa , Florida, 33604
United States
View this contact
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Florida Fixed Income Trust | An investment solution designed specifically to fit the needs of Florida’s local governments | fl-fit.com Reviews
https://fl-fit.com
The simple government-designed investment solution that matches your investing time horizon to a menu of investment solutions.
fl-fit.com
Board of Directors
https://fl-fit.com/board-of-directors
Florida Fixed Income Trust. An investment solution designed specifically to fit the needs of Florida’s local governments. Wertz York – Homepage. WAM & Current Yield (PDF). Wakulla County School District. Michael Hollingsed is Treasurer and Director of Treasury Services for the Orlando Utilities Commission (OUC), the 14. Pinellas County School District. Santa Rosa County Tax Collector. Return to top of page. Florida Fixed Income Trust © 2016 Site By ColeMedia.
Service Providers
https://fl-fit.com/service-providers
Florida Fixed Income Trust. An investment solution designed specifically to fit the needs of Florida’s local governments. Wertz York – Homepage. WAM & Current Yield (PDF). Wertz York Capital Management Group, LLC. 5502 North Nebraska Avenue. Tampa, FL 33604. F: 813.238.4810. Wertz York Capital Management Group, LLC. 5502 North Nebraska Avenue. Tampa, FL 33604. TD Bank, N. A. Carr, Riggs and Ingram, LLC. Miramar Beach, FL 32550. Http:/ www.cricpa.com. Http:/ blog.cricpa.com. Leawood, KS 66211.
Enrollment
https://fl-fit.com/enrollment
Florida Fixed Income Trust. An investment solution designed specifically to fit the needs of Florida’s local governments. Wertz York – Homepage. WAM & Current Yield (PDF). There are four steps to enrolling in FL FIT. Forms or examples have been provided beneath each step to streamline the enrollment process:. Complete, including signature, the Governmental Shareholder Account Application. Governmental Shareholder Account Application (386 downloads). Submit the completed documents by mail to:.
Wire Instructions
https://fl-fit.com/wire-instructions
Florida Fixed Income Trust. An investment solution designed specifically to fit the needs of Florida’s local governments. Wertz York – Homepage. WAM & Current Yield (PDF). To purchase shares in FL FIT, please use the following wire instructions before processing the trade to receive your Federal Wire #. This number will be required during the trade process. TD BANK, BURLINGTON, VT ABA# 011600033. FL FIT Custody account #708873013. David Leondi, 856-685-5107. Return to top of page.
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Wire Instructions
https://insured-deposit-portal.com/wire-instructions
How does IDP work? TO: TD BANK, BURLINGTON, VT. FFC: LK 1027, Account # 74-9716-01-5. ATTN: David Leondi, 856-685-5107. Return to top of page.
How does IDP work?
https://insured-deposit-portal.com/how
How does IDP work? How does IDP work? Safety, liquidity, competitive yield. All with one access point. Public sector cash managers only have to open one account. We closely monitor for overlapping banks to assure FDIC insurance on all deposits . Additional IDP program participants are currently under review in attempt to further increase capacity. Return to top of page.
Account Application
https://insured-deposit-portal.com/account-application
How does IDP work? Name of Entity: *. County of Tax Residency: *. Authorized Trader Name (1):. Authorized Trader Email (1). Authorized Trader Name (2):. Authorized Trader Email (2). All authorized traders will be provided with an online user name and password allowing them to execute trades on behalf of named entity. I Was Referred By. By clicking below, the Account Owner certifies that:. The undersigned requests that IDP (Wertz York Capital Management Group, LLC) exclude the following banks from the Dep...
Why IDP?
https://insured-deposit-portal.com/why
How does IDP work? By blending multiple bank funding programs into one IDP account, you can invest a greater amount, rely on daily oversight of the combined portfolio, receive one statement and enjoy the simplicity one single account access point. Of full FDIC insurance. Compared to LGIPs and money funds. Managed community bank portfolio. Return to top of page.
What is IDP?
https://insured-deposit-portal.com/what
How does IDP work? A partnership between the Public Sector and FDIC member community banks. Wertz York Capital Management Group. Is an SEC Registered Investment Advisor based in Tampa Florida and founded in 2000. WYCMG administers a variety of short term fixed income investment alternatives for the Public Sector. IDP represents the national offering of Preferred Deposit Program, a component of the Florida Fixed Income Trust, a LGIP. Multiple national financial advisors review and acceptance.
Advisor Information
https://wertzyork.com/advisor-information
Wertz York Capital Management Group, LLC is a Tampa-based SEC Registered Investment Advisor founded in 2000. Managing cash, cash alternative and fixed income investments for local governments and special taxing districts is the focus of our business. Since inception, Wertz York Capital has managed more than $2B in Florida public funds. M Brent Wertz, Principal, Wertz York Capital Management Group. Prior to starting Wertz York Capital, Mr. Wertz served as a consultant to special taxing districts throu...
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Florida Fixed Income Trust | An investment solution designed specifically to fit the needs of Florida’s local governments
Florida Fixed Income Trust (“FL-FIT”) is an investment solution designed specifically to fit the needs of Florida’s local governments. FL-FIT offers several pools to match investment horizons with a safe, liquid and effective solution. For more information about other FL-FIT pools, please click here. FL-FIT Preferred Deposit Pool. FL-FIT Enhanced Cash Pool. FL-FIT Preferred Deposit Pool. FL-FIT Enhanced Cash Pool.
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