Money management
LAUREN BLOOM | FINANCIAL PLANNER
Bloom Investment helps you grow your money with proven investment techniques.
A partner in your growth
With a world of investment opportunities, there are a lot of ways to grow your savings. My decades in the financial services industry has taught me that investing is a very personal thing. Every person has different needs and desires, which is why I, along with my dedicated team of investment professionals, craft individually tailored investment strategies for my clients to ensure that their financial goals are met.
Custom
We have personal discussions with our clients in which their unique goals and objectives are established. Then, we develop an investment plan with an asset allocation target and create and manage a portfolio based on that policy and allocation targets.
Client-focused
Account supervision is guided by the stated objectives of our clients (e.g., maximum capital appreciation, growth, income, or growth, and income), as well as tax considerations. Clients may impose reasonable restrictions on investing in certain securities, types of securities, or industry sectors.
Continuous
We provide continuous advice to our clients regarding the investment of their funds based on their individual needs. In addition, we review and rebalance our clients’ accounts throughout the year, based on the changing market environment and our clients’ changing financial needs.
