Services

Investing With Impact

 

Helping clients uncover investment opportunities in companies, organizations and funds focused on the goal of generating social and environmental change alongside a financial return.

Alternative Investments

 

Offering clients a diverse range of investment strategies that fall outside of the traditional, long-only purchase and sale of stocks and bonds such as funds of funds, private equity and managed futures.

Wealth Management

 

Blooml offers industry-leading asset management resources. Our process aids clients in defining an investment strategy tailored to their goals, then guiding informed investment choices from among our robust investment platforms. We take on a non-proprietary approach across every market and asset class, allowing us to advise in a truly unbiased capacity.

Cash Management

 

Offering clients a comprehensive suite of cash management solutions to integrate their day-to-day liquidity needs with all of their long-term ambitions.

Estate & Legacy Planning

 

We take a prudent approach to understand the potential complexities of an estate. This is done in conjunction with analytical tools, models, and planning applications, allowing us to implement a strategic approach to our client's estate planning needs. We work with you and your attorneys to help ensure your estate plan is aligned with your values and your aspirations for the next generation.

Insurance

 

As fiduciaries, it is our duty to prepare our clients for not only what’s expected, but the unexpected as well. We have access to top insurance carriers that provide our clients with peace of mind and ensure their families are protected, and income is secured.