Great Blue Financial

Overview

Great Blue Financial operates as an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves a mix of individual and family clients as well as institutional relationships, charging fees based on a percentage of assets under management. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and pension consulting support. Investment activity is concentrated in pooled public vehicles: mutual funds and other public funds make up the bulk of client portfolios. The adviser supplements those public holdings with access to third-party alternative managers in real estate, commodities and oil & gas, and it also uses annuities where appropriate. Great Blue Financial is not positioned as a multi-state or capital-allocating platform and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices