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.
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.
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.
“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.”