Tampa bond firm named to Top 5

USA Today tabbed the Core Fund managed by Wertz York, a Tampa-based investment advisory firm, as one of the top five bond funds in the country. The Core Fund is a short-term government bond mutual fund often utilized by public entities.

In recognizing its success, the publication identified the Core Fund's “top record for the past five years and below-average expenses,” naming it a “star performer.”

Since opening its doors in 2000, Wertz York has managed $2 billion in Florida public funds. Mitchell P. York and M. Brent Wertz are the firm's principals.