Established in 1985, Bloom Investment Counsel, Inc. is a Toronto-based independent, privately-owned boutique investment management firm with over 38 years of experience managing in excess of $2.5B in assets over the years.
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.
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.
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.
Each client’s financial situation is unique—and their investment portfolio should be too. Our portfolios are constructed to address each client’s unique needs and financial goals. No two portfolios are identical.
If clarification is needed on any aspect of the investing process, we are here to help by providing direct communication with our portfolio managers.
Bloom maintains a stringent compliance regime to demonstrate our integrity and ensure fairness for our clients. We provide all our clients with detailed and transparent quarterly and annual statements and commentaries.