Deep Blue Investment Advisors specializes in managing short-term fixed income portfolios, primarily serving public sector accounts, local governments, and pooled investment trusts such as the Florida Fixed Income Trust and the Texas Fixed Income Trust. The registered investment advisor focuses on investing in short-term government bonds, municipal securities, corporate bonds, certificates of deposit, and commercial paper. Deep Blue utilizes a top-down macroeconomic approach combined with fundamental credit analysis to construct portfolios tailored to each client's specific investment policy. In addition to portfolio management, Deep Blue provides consulting services to public fund managers covering treasury management, investment policy development, custodian and treasury bank analysis, and related guidance.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
Standard separately managed accounts are charged an annual rate of 0.25%, which may be tiered down or negotiated. Fees for specific pools within the Florida and Texas Fixed Income Trusts range from 0.12% to 0.20% annually.