Building Clients’ Wealth, One Portfolio at a Time.
Established in 1985, Bloom Investment Counsel, Inc. is a Canadian independent, privately-owned boutique investment management firm providing personalized investment management services for wealthy individuals, family offices, foundations, corporations, institutions and trusts.
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.
Why Clients Choose to Build Their Wealth with Bloom
True Active Investment Management
We are true active managers—investments are chosen based on our in-house bottom-up analysis with high levels of differentiation from our benchmark indices. We do not short sell.
Total Return Approach to Building Wealth
We specialize in creating customized investment portfolios to help clients protect, preserve and build wealth through capital appreciation and dividend income—an overall total return approach to investing.
Prudent and Patient Investing, Long-Term Results
We focus on generating superior long-term risk-adjusted returns to meet clients’ long-term financial needs, objectives and/or legacy goals. Our disciplined decision-making process is built on nearly four decades of investment management experience.
If clarification is needed on any aspect of the investing process, we are here to help by providing direct communication with our portfolio managers.
Compliance and Reporting
Bloom maintains a stringent compliance regime to demonstrate our integrity and ensure fairness for our clients. We provide all of our clients with detailed and transparent quarterly and annual statements and commentaries.
Our long-standing clients speak to our commitment and ability to protect, preserve and build their wealth over the long term.
“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.”
– Family Fund
Bloom’s Investment Overview
Bloom Investment Counsel, Inc. emails quarterly investment overviews to high-net-worth individuals, family offices, foundations, corporations, institutions and trusts subscribed to our email distribution list. If you would like to be added to our distribution list, please enter your details below.
Protect, preserve and build your wealth with Bloom
