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.