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County hears investment pitch from Wharton Capital; board to consider pilot 'investment day'
Polk County Board of Commissioners · November 18, 2025
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Summary
Wharton Capital presented portfolio analytics, third‑party custody via US Bank (Pivot), and a bond‑laddering approach; commissioners treated the briefing as informational and agreed to schedule an investment day to begin custody and portfolio analytics work.
Polk County commissioners received an investment briefing from Lynn Cornwell of Wharton Capital, introduced by county staff. Cornwell outlined services including portfolio analytics, custodial arrangements with US Bank (Pivot), bond ladder construction, brokered CD and muni sourcing, and an…
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