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.
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.
Our Services
Discretionary Investment Advisory
By outsourcing your day-to-day investment management to us, we will create a customized portfolio tailored to your cash flow needs and budget seasonality. We will analyze your investment policy and recommend a portfolio of securities that are most optimal to your specific needs.
Non-Discretionary Investment Advisory
This service works similarly to Discretionary Investment management but allows you to have final authority on investment allocation decisions. This service is ideal for clients who desire or require a review of security any recommendations prior to trade execution. We will work by your side to ensure your security selection decisions are well suited for your specific budget needs and goals.
Investment Consulting
In an investment consulting arrangement, we will collaborate with you to help you review, oversee, and provide proactive investment insights into your existing portfolio management strategies and security allocations, whether you perform these functions with your own team or another investment management firm.
Treasury Management
Through our treasury management services, we provide professional oversight to public entity cash and proactively manage your portfolio to maximize earnings—all while ensuring tax dollars are protected.
Arbitrage Rebate
We ensure overall compliance and savings for our clients with respect to arbitrage rebate services including arbitrage calculation and yield reduction payment calculation.
Get In Touch
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