Discretionary Investment Management

Stable income.
Peace of mind.

Investing shouldn’t be so complex…

Accountability

Many investors fail to achieve their investment goals due to a lack of accountability and eventually trust in those managing their portfolios.  At Bloom we are accountable for our investment decisions that are critical to the success of our relationships with our clients.

Transparency

Our clients receive clear and concise portfolio statement packages and reports outlining all transactions in a given time period taking the guessing work out of investing.  This is just one way we try to provide comfort to our clients in the management of their portfolios.

Accessibility

We pride ourselves on being accessible to our clients. Whether it is to discuss a change in their personal situation, their overall portfolio or simply to chat, a member of our investment team is always available to meet with our clients.  We believe it is this personal contact which makes it easier for our clients to be comfortable with their investments.

It should feel
gratifying

Complete trust in your investment manager

Consistent and reliable cash flows

Our Philosophy

At Bloom Investment Counsel, we know you want to have peace of mind over your investments. In order to achieve this goal, you need to find an investment manager that you can trust–one who is easily accessible, provides transparent and unbiased advice and who understands your financial objectives and constraints. We recognize that this can be overwhelming which is why we are here to help guide you to making the right investment choices to ensure that you can relax.  Here’s how it works: after we discuss your financial goals and constraints we develop a plan together which will enable us to invest your money in a manner that you are comfortable with. Feel free to call or email us so you can stop worrying about your financial future and start enjoying what life has to offer.

Our Experience

For over 35 years, we have been managing segregated investment portfolios for wealthy individuals, foundations, corporations, institutions and trusts. This diverse experience has formed our investment methodology which is designed to provide you with peace of mind by producing long-term stable cash flows. 

Over

35

Years in Business

Has Managed

$2.5b+

Of Investment Assets

A testimonial from one of our long-standing clients

“Bloom Investment Counsel has been managing our money in some shape for almost 23 years and have 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.”

Schedule a Personal Consultation

Let’s explore together how our firm’s investment management services can provide you with consistent and reliable cash flows

© 2021 Bloom Investment Counsel, Inc. All rights reserved. E & O E.

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