Building Clients’ Wealth,
One Portfolio at a Time.
For over 38 years, Bloom Investment Counsel, Inc. has been providing actively managed and customized investment portfolios with a focus on dividend-paying investments for wealthy individuals, family offices, foundations, corporation, institutions and trusts.
Years in Business
Of Investment Assets
Bloom’s investment philosophy is clear and concise—we are committed to protecting, preserving and building clients’ wealth, one portfolio at a time through our specialty of focusing on dividend-paying stocks which provides clients the ability to generate stable, independent cash flow, if desired, while growing the initial investment.
“Bloom Investment Counsel has been managing our money in some shape for almost 23 years and has proven themselves to be
great stewards of the family capital. They have a long-term view which has shown itself to be very successful. They are conservative, patient, honest, and never overpromise. As a bonus, they are nice people, too.”
– Family Fund
Have you ever come across someone who seems to have complete financial freedom, and wonder how they got there—what their secrets are? You may feel that sense of total independence simply isn’t in the cards, but ask yourself—why can’t that be you?
Grandparents or parents of high-net-worth families who have amassed wealth beyond their personal needs may at one point or another contemplate how to pass money to their heirs, while minimizing taxes.
The recent COVID-19 pandemic, geopolitical turmoil, and high inflation have brought about unsettling investment market volatility. When a market is volatile, it is even more important to have a diversified investment portfolio. Diversification helps your portfolio withstand volatility and smooth returns over time.
Any actions you take today can significantly benefit your future self. The sooner you establish a comprehensive personal financial plan that includes tax planning, the greater your long-term benefits will be.
The most common goal in retirement is to be able to live off investment income free of the stress of financial uncertainty. However, there is no one-size-fits-all financial plan that works for everybody.
Some rules of thumb can provide you with guidance. The key to every retirement plan is working with a financial professional and starting your planning as early as possible.
Bloom Investment Counsel, Inc. distributes quarterly investment overviews to high-net-worth individuals, family offices, foundations, corporations, institutions, and trusts on our email subscription list. If you would like to be added to our subscription list, please enter your details below.