Our Partners

Bloom Investment Counsel is delighted to work directly with our clients’ attorneys and advisors, including family office and multifamily clients, providing custom, personalized solutions to help each client reach their unique diversification goals in a manner that best suits them. With nearly four decades of experience and over $2.5B of assets managed over the years, we are a results-oriented firm which allocates clients’ funds using approaches that balance risk and liquidity preferences while always striving to maximize returns.

We greatly value the key partnerships that provide their expertise to our firm.


PwC is a global leader in providing audit, tax and advisory services to the investment management industry.

PwC has been Bloom’s auditor for over 30 years.

RBC Investor & Treasury Services

RBC Investor & Treasury Services provides asset and payment services to corporate investors and financial institutions globally.

RBC Investors & Treasury Services provides custodial services to some of our clients.

J.P. Morgan Private Bank

J.P. Morgan Private Bank provides banking services around the globe.

J.P. Morgan Private Bank provides custodial services to some of our clients.

TD Wealth Private Trust

TD Wealth Private Trust is backed by Toronto Dominion Bank, one of Canada’s largest banks.

TD Wealth Private Trust provides custodial services to some of our clients.

Learn More

© 2021 Bloom Investment Counsel, Inc. All rights reserved. E & O E.

Powered by W3Schools