Stable Income. Peace of Mind.

Total Return
Dividend Income
Solutions

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

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 peace of mind 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 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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