While moderating risk.
Not one size fits all—we create custom, individualized portfolios.
Based on personal objectives and risk tolerances.
Bloom eases the burden of complex facets of the investing process—if you need clarification on any aspect of the investing process for your client, we are here to help.
We provide our valued clients with hands-on superior service when it comes to delivering reports and portfolio statements.
Bloom maintains a stringent compliance regime to ensure fairness and integrity for our 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.”