Bloom’s investment approach is centered around our belief in the long-term benefits of income-generating investments, specifically dividend-paying stocks.
For high-net-worth individuals and families, our investment approach can not only protect and preserve net worth, but also provide income that can be used for retirement, philanthropic ambitions, and more, without the need to withdraw from capital.
For endowments, foundations, corporations, institutions, trusts, and more, our investment approach can provide a more tax-efficient strategy because dividend income can attract a lower tax rate. Income may also be used to fulfill the mandatory disbursement requirement for a foundation.
If an additional income stream is not necessary, we will reinvest the generated income, with the portfolio continuing to grow through our long-term investment approach.