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Sole Investment Advisory to:

Navigate the management of your investments with confidence.

At Deep Blue Investment Advisors, we empower communities to do more with what they have. Through expert guidance and collaborative solutions, we’ll help you manage your portfolio of investments to achieve your goals of safety, liquidity, and optimal returns.

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Insights

The Future of AI in Public Funds Investing: Enhancing, Not Replacing, Human Expertise

Artificial intelligence (AI), or machine learning, is rapidly transforming industries across the globe — and public sector finance is no exception. For counties, cities, municipalities, and other pu…

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Safeguarding the Safety of Public Funds: Safekeeping vs. Custody

Too many times the terms “custody” and “safekeeping” are used interchangeably, these services differ significantly. Local government investors should understand these distincti…

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Positioning for Value: Capturing Yield as Rates Begin to Fall

For the past few years, the Federal Reserve has steadily raised interest rates to combat post-pandemic inflation, a process that has taken longer and has required higher rates than initially anticipat…

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Understanding Arbitrage Rebate: Ensuring Compliance with Tax-Exempt Debt Regulations

Navigating the complexities of arbitrage rebate is crucial for any borrower involved in tax-exempt and tax-advantaged debt. Established by the Internal Revenue Code of 1986, these rules aim to prevent…

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The Strategic Value of Cash Flow Forecasting in Public Fund Management – Florida

Annual budgeting is one of the most important times of the year for public finance professionals. This process provides insight into the year ahead, allowing for confident navigation and circumvention…

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The Strategic Value of Cash Flow Forecasting in Public Fund Management – Texas

Annual budgeting is one of the most important times of the year for public finance professionals. This process provides insight into the year ahead, allowing for confident navigation and circumvention…

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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.

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Our Services

Investment Advisory Management

Our Investment Advisory Management service provides public sector clients with a professionally managed, separately managed account (SMA) tailored to your unique investment objectives, risk tolerance, cash flow needs, and statutory requirements.

Investment Consulting

In an investment consulting arrangement, we collaborate with you to review, oversee, and proactively provide recommendations for your portfolio management strategies and allocations. We help you stay on top of daily market dynamics and be a trusted partner to add a further level of risk mitigation and portfolio optimization.

Treasury Management

We can help you select banking services or analyze your current banking provider for the cash management program. This work can be labor intensive, and our team is committed to conducting a thorough analysis of services and fees, existing contractual items, and long-term cash management goals.

Get In Touch

Our Office

5502 N. Nebraska Ave
Tampa, FL 33604

P.O. Box 9691
Tampa, FL 33674

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