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Sole Investment Advisory to:

Who We Are

For over 20 years, Deep Blue Investment Advisors has helped guide government entities through the complex waters of public fund management. We understand that beneath the surface of a healthy community lies a strong public sector—one with long-term financial resilience.

Specializing in investment advisory, treasury management and consulting services, we empower our clients to do more for their communities so you can broaden your investment horizons and propel your funds forward. Our collective expertise includes, discretionary and non-discretionary investment management, cash management, investment policy review and development, monthly reporting and quarterly performance review, bank relationship reviews, and investment training as required by state statutes.

Mission

To empower communities to do more with what they already have.

Our Values

  1. TRANSPARENCY – Demonstrate to others what it looks like to be real, honest and humble.
  2. HUMILITY – Do not place yourself above others and lay down any pride that may exist in your life.
  3. EXCELLENCE – The effort and quality we must demonstrate with all things we lay our hands to.
  4. TEAMWORK – Our commitment and dedication to each other to serve and meet the needs of our clients.
  5. RESOURCEFULNESS – Our ability to demonstrate how to deal well with new or difficult situations.
  6. INTEGRITY – We should be demonstrating the quality of being honest and fair and live a life that is complete or whole.
  7. COMMITMENT – Our attitude of dedication, loyalty and follow through to our word and continuing to do good for others through keeping each other accountable.
  8. KINDNESS – Strive to treat others in a way that improves their mind and/or character.

Rules of the Reef

  1. The client’s need is the top priority.
  2. We pursue optimal returns through discipline and service excellence.
  3. From birthdays to milestones, we celebrate!
  4. We respond quickly: to our clients and to each other.
  5. We check our egos at the door every morning.
  6. Your family is an extension of our family.
  7. Our word is our bond.
  8. We recognize and encourage one another.
  9. We all pitch in, and no task is beneath us.
  10. Humor and fun are a must. ☺︎