TAMPA, Fla., June 20, 2017 /PRNewswire/ -- Wertz York Capital Management Group, LLC, a Tampa-based SEC registered investment adviser, announced that effective today, the firm will be doing business as Water Walker Investments. In addition to the new DBA, the firm has unveiled a new corporate identity and website URL, available at WaterWalkerInvestments.com.
The firm is the investment manager of the Florida Fixed Income Trust (FL-FIT), advises on Separately Managed Accounts, provides investment consulting and treasury management services, and is the administrator of the Insured Deposit Portal (IDP). As of May 31, 2017, the firm has approximately $3 billion in assets under management and advisement.
According to Brent Wertz, Managing Partner, "We are very excited for this new season in the firm's history. The re-branding will not change who we are or how we do business. We remain committed to our core values of transparency, humility, excellence, teamwork, resourcefulness, integrity, commitment, and kindness, and the team will continue to strive to serve each client with the utmost level of service." He added, "We have experienced significant growth since the firm was founded by its two original partners and wanted to rename the company to more fully represent the exceptional Water Walker Investments' team. We also recognize that investments, like water, are very powerful when properly channeled into the correct course. We feel this name more adequately represents our desire to harness this power to help local governments reach their goals."
The firm will continue to be led by the same management team. All partners, employees, products, and services will remain the same.
For more information, visit WaterWalkerInvestments.com or call 813-238-4800.
About Water Walker Investments
Wertz York Capital Management Group, LLC (dba Water Walker Investments) is registered with the U.S. Securities and Exchange Commission ("SEC") as an investment adviser. Registration with the SEC does not imply any specific level of skill or training. The information in this press release has not been approved or verified by the SEC, any state securities regulatory agency or any other governmental regulatory body. This is not an offer or solicitation for investment advisory service, or any other product or service. FL-FIT is not available for sale to the general public and is only available for certain qualified entities.
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SOURCE Wertz York Capital Management Group