Building Clients’ Wealth,
One Portfolio at a Time.

Investing shouldn’t be so complex…

Our Commitment to Clients

Generate Superior Returns

While moderating risk.

Each Client is Unique

Not one size fits all—we create custom, individualized portfolios.

Create Stable, Consistent Cash Flow

Based on personal objectives and risk tolerances.

Our Commitment to Partners

Accessibility

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.

Reporting

We provide our valued clients with hands-on superior service when it comes to delivering reports and portfolio statements.

Compliance

Bloom maintains a stringent compliance regime to ensure fairness and integrity for our clients.

It should feel
gratifying

Complete trust in your investment manager

Consistent and reliable cash flows

Our Philosophy

Bloom proudly helps to create consistent, independent cash flow for clients looking to diversify their portfolios and proactively safeguard their capital—because we’re passionate about fostering stable growth for our valued clients.

Our specialized dividend income solutions provide the flexibility and confidence to access cash flow any time—while striving for the growth of your original investment.

Connect with us today to start the process of cultivating stable growth for your investments.

Our Experience

For over 36 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 confidence by producing long-term stable cash flows. 

Over

36

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.”

Learn More

Whether it is your desire to have a steady stream of income for your retirement, to fund philanthropic ambitions or to generate independent cash flow, Bloom can help you find your personalized solution.


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

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