Ft. Lauderdale, FL E. Sunrise Blvd. Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
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.
Based on Big Blue Investors, LLC
Expertise
Based on Big Blue Investors, LLC
Location
2598 E. Sunrise Blvd., Suite 2104
Ft. Lauderdale FL 33304
Advisors at this office
1
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