Skip to content

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.


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

Core Values

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. ☺︎