District to Piggyback Investment Advisory Contract

Seminole County Public Schools plans to piggyback on the City of Sarasota’s RFP 25-05MC, engaging Wertz York Capital Management Group, LLC d/b/a Deep Blue Investment Advisors for investment advisory services. The agreement will run from July 1, 2026 through November 12, 2028, with two optional one-year renewals, pending School Board approval.

Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Contract term

July 1, 2026 through November 12, 2028, with two (2) 1-year renewal terms

Renewal date

2028-11-12

Renewal

Initial term July 1, 2026–November 12, 2028, with two (2) one-year renewal terms available under the same terms and conditions as the original City of Sarasota RFP 25-05MC agreement, subject to School Board approval at renewal points.

Document type

Agreement

Source document

Seminole County Public Schools Agreement Request to Utilize Solicitation RFP 25-05MC for Investment Advisory Services 2026-06-04

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City of Blue Mound Regular City Council Meeting Agenda May 12 2026

PENDING

City of Blue Mound, TexasMay 12, 2026

Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Seminole County School District?

Wertz York Capital Management Group Llc Dba Deep Blue Investment Advisors was awarded this financial services contract by Seminole County School District, as recorded on June 4, 2026.

What type of contract is this?

This is a Financial Services contract, documented as a agreement record.

Where was this contract approved?

This contract appears in Seminole County Public Schools Agreement Request to Utilize Solicitation RFP 25-05MC for Investment Advisory Services 2026-06-04 (Agreement), dated June 4, 2026 from Seminole County School District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Wertz York Capital Management Group Llc Dba Deep Blue Investment Advisors hold?

Wertz York Capital Management Group Llc Dba Deep Blue Investment Advisors may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

View Wertz York Capital Management Group Llc Dba Deep Blue Investment Advisors's profile

What is Seminole County School District currently buying?

Explore Seminole County School District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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