We will work with you to understand your unique financial situation, define how we will proceed and deliver an actively managed, customized dividend-paying portfolio to meet your financial needs and help you achieve your goals.
Still have questions about our investment approach or investing in the stock market? Here is a guide to dividend investing and some answers to some frequently asked questions, to reassure you that you are making the right decision when you choose Bloom as your personal, independent investment manager.
We understand that investing may only be a part of your financial picture. That is why we are delighted to work with your existing trusted professionals to help you manage your money.
Choosing or changing an investment manager is a big step for any high-net-worth individual, family office, endowment, foundation, corporation, institution, and/or trust, so let’s talk about how we can help you meet your unique needs and goals.
Bloom Investment Counsel, Inc. distributes quarterly investment overviews to high-net-worth individuals, family offices, foundations, corporations, institutions, and trusts on our email subscription list. If you would like to be added to our subscription list, please enter your details below.