Deep Blue Financial is a Registered Investment Advisor (RIA) with our headquarters located in Northbrook, IL. We keep our investment philosophy very simple. Complicated investment processes don’t always translate into higher returns, but they very often translate into high fees. We use index funds and ETFs to make sure our clients are paying the lowest investment fees possible. If your investment advisor is unable to explain exactly what is inside any investment in thirty seconds, that investment probably doesn’t have a place inside your portfolio. We believe that you should understand how your money is invested at all times.
Low costs and low tax exposure are an extremely important part of what we do. We work very hard to help you understand exactly what we are doing without complicated “investment advisor speak.” We believe in personalized service and are happy to give out our personal numbers should you have any questions. Most of our meetings are done at our client’s home kitchen tables or at a restaurant near your place of work. We still believe in the “house call.”