A complete list of active advisors currently associated with Big Blue Investors, LLC
Warmer can help you find a great advisor at Big Blue Investors, LLC or one who fits your needs even better.
Big Blue Investors, LLC provides discretionary asset management and retirement-account rollover advice to retail investors and small businesses, with services tailored to individual financial situations and objectives. The firm’s brochure notes it was recently formed and became operational in 2023. The firm describes a multi-method investment process that combines fundamental, technical and charting analysis and employs both strategic and tactical asset-allocation approaches, including options strategies and frequent trading where appropriate. It typically recommends using an institutional custody platform (Interactive Brokers) to access research, execution tools and block-trading capabilities, and allocates aggregated trades on an average-price basis. Distinctive aspects for a manager in this category include the firm’s stated willingness to serve individual (including non‑HNW) retail clients alongside pooled or institutional mandates and its small, owner‑managed scale with a single investment‑adviser representative. The brochure also discloses that clients retain proxy‑voting responsibility and that the firm may utilize endorsements in advertising, practices that differ from many peers.
To learn more about the advisors currently working at Big Blue Investors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Ft. Lauderdale, FL
| 22
|
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