Discretionary Investment Advisory
By outsourcing your day-to-day investment management to us, we will create a customized portfolio of duration appropriate investments tailored to your cash flow needs and budget seasonality. An actively managed Separately Managed Account affords you many benefits.
We will analyze your investment policy and recommend a portfolio of securities that are most optimal to your specific needs. Upon your approval, we will actively manage all aspects of your portfolio, which includes daily oversight, identifying relative value in the markets among a variety of money market instruments and bonds, conducting active buying and selling of securities, and recommending any improvements to your ongoing investment policy that are fully compliant with state statutes. We will consider any asset allocation preferences or preferred types of securities you may have. This outsourcing of your cash investments offers many key benefits:
- Investment Benchmarking
- Customization
- Direct Ownership of Holdings
- Transparency
- Regular Reporting
- Active Securities & Risk Management
- Diversification
- Control & Flexibility
- 100% Compliance with Local & State Statutes
- Operational Efficiencies
Our focus as a trusted fiduciary helps you navigate the complexities and nuances of the short-term fixed income market, while always focusing on the primary order of safety, liquidity, and then return.
Non-Discretionary Investment Advisory
This service works similarly to Discretionary Investment management, with the added step of the governmental entity reviewing the investment recommendation before it is invested.
This service is intended for clients who desire or require seeing the recommendation before it gets placed, with us working by your side to ensure your final security selection decisions are well suited for your specific budget needs and goals. All other services remain the same:
- Investment Benchmarking
- Customization
- Direct Ownership of Holdings
- Transparency
- Regular Reporting
- Active Securities & Risk Management
- Diversification
- Control & Flexibility
- 100% Compliance with Local & State Statutes
- Operational Efficiencies
Investment Consulting
Within the context of investment advisory there is a third option – investment consulting. In this arrangement, public entities may have their own investment team in place, which is responsible for investing on behalf of the entity. By partnering with Deep Blue Investment Advisors, the public entity investment team would be gaining access to portfolio strategy, risk mitigation, and market access via timely recommendations. The public entity could review and discuss the recommendation(s) prior to their own investment team executing and implementing the strategy.
