A complete list of active advisors currently associated with Bloom Investment

Warmer can help you find a great advisor at Bloom Investment or one who fits your needs even better.

Bloom Investment provides investment management and financial planning to individuals, high‑net‑worth individuals, corporations, businesses, and charitable organizations, and as a newly formed, state‑registered adviser it currently reports no assets under management. The firm offers continuous portfolio management plus comprehensive, ongoing, and limited‑scope financial planning engagements. Bloom primarily uses passive investment management grounded in Modern Portfolio Theory, allocating among index mutual funds and ETFs, and it may implement portfolios through a sub‑advisor (XY Investment Solutions) that manages model portfolios on a discretionary basis. The firm describes a review process for third‑party managers and works with clients to select appropriate allocation models and to document client‑imposed investment restrictions. Notably, Bloom’s brochure emphasizes its practice of recommending and conducting due diligence on other advisers/TAMPs and assisting clients with sub‑advisor selection and review—an arrangement that is relatively uncommon for firms in this category. The firm also offers limited‑scope hourly planning in addition to fixed and ongoing planning arrangements, and operates with a single principal who has an external business role that the brochure indicates occupies roughly half of her time during trading hours.

To learn more about the advisors currently working at Bloom Investment, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.