David Jones's Contact Details

David Jones's Company Details

Water Walker Investments

Tampa, FL, US • 20 - 49 Employees
Financial Services

Water Walker Investments is a Tampa-based SEC Registered Investment Advisor founded in 2000 specializing in treasury management consulting services, fixed income investment advisory and consulting services to governmental clients statewide. The firm is also the investment manager to the US Fixed Income Trust (US-FIT) which oversees local government pools in both Florida and Texas, Florida Fixed Income Trust (FL-FIT) and Texas Fixed Income Trust (TX-FIT).Water Walker 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 separately managed accounts ("SMAs") and professional oversight as an investment consultant to entities with an existing Treasury team.At Water Walker Investments, all members are committed to ensuring that clients receive excellent service. That commitment includes continually providing pertinent communication, reliable individual assistance, and meticulous attention to increasing value for each client. Clients can trust that at each step Water Walker will faithfully take the time to understand their needs and serve each client with their requirements in mind.Water Walker Investments is registered with the SEC under its legal name, Wertz York Capital Management Group, LLC.