Skip to content

Like the ocean, the realm of public fund management can appear daunting and mysterious—even unpredictable.

Without the proper experience or resources, it can be easy to feel lost at sea.
But with the right guidance, setting sail can prove bountiful and rewarding.
That’s where we come in.

Dive Deeper

Who We Are

Navigating you through the ebbs and flows of market conditions and regulation, we help chart a steadfast course toward financial success.

We empower communities to expand their horizons.

Our dedicated advisors guide you through the complex waters of managing and investing public funds—helping government entities go further and do more for the community. Diving into investment pools, we provide real, fixed-income management solutions that have tangible results.

We’re anchored in responsibility and integrity.

The depth of our abilities is matched only by the depth of trust our clients have in us. We understand that serving public agencies also means serving the public at large, so our ultimate goal is to enhance communities and better the lives of those who live there.

Our values propel us forward.

Like the octopus, our crew is resourceful, inquisitive and intelligent.
We approach each day with commitment and curiosity. And like the deep blue sea, our guiding principles are everlasting.

Scroll

Our Services

Separately Managed Accounts

A separately managed account (SMA) is a simple, comprehensive solution for municipalities that are interested in outsourcing all or part of the investment process. As part of our SMA services, we set goals and objectives for your investments, develop a strategy, execute trades and actively monitor your portfolio.

Investment Consulting

Our investment consulting services are designed to complement your current treasury management team. We provide professional oversight for your cash and portfolios, while you retain full control of the investment process. This includes analyzing market conditions, helping you understand how well your investment is performing, implementing internal controls on the investment process, and more.

Treasury Management

Through our treasury management services, we provide professional oversight to public entity cash and proactively manage your portfolio to maximize earnings—all while ensuring tax dollars are protected.

Our Advisors

M. Brent Wertz
David Jang, CTP
Ken Couch
Dominick Cristofaro
John Scott
Ed Polansky
Dan Marro, CFA
Scroll

Get In Touch

Our Office

5502 N. Nebraska Ave
Tampa, FL 33604

P.O. Box 9691
Tampa, FL 33674

Contact Form

"*" indicates required fields

This field is for validation purposes and should be left unchanged.
Back To Top