Bloom

BUILDING WEALTH

SOUTHEAST
MICHIGAN

Management

A Big-Picture Approach to Financial Advising

Portfolios are uniquely crafted and financial plans are expertly

Managed to meet clients' specific ambitions.

When brothers and partners Ken

and Rick Bloom of Bloom Asset
Management, Inc. meet with a
client, the discussion is a two-way
street. They offer their investing
expertise, of course, but just as
importantly they carefully listen
to the client's ideas, hopes and
dreams.
"We believe that the way you
invest money should be based upon
what you're trying to achieve as an
investor," Rick says. "Some people
think their age is most important
when making investment decisions,
but we don't look at age as a
material factor. We recommend a strategy based upon a person's
individual goals and objectives."
This approach—combined with a comprehensive knowledge
base, high fiduciary standards and long-term investment
strategies—helps the firm stand apart from the financial advisors
who rely on a one-size-fits-all philosophy.
"We look at every individual as unique, so every portfolio is
unique," Ken says.

The "360" Advantage
Before focusing on wealth management, Ken and Rick were
attorneys at Bloom, Bloom & Associates, a legal firm they
founded in 1984.
Because Bloom Asset Management sprung from their legal
practice, Ken and Rick provide an array of ancillary services—
such as tax and estate planning and small business counseling—to
complement their investment advice. Add to that Ken's master's
degree in taxation and Rick's experience as a certified public
accountant, and it's clear why the brothers like to say "we look at
problems in a 360-degree manner," Ken says. "We look at the big
picture."
As a fee-only firm, Bloom Asset Management does not earn
commissions on any investment products it recommends, which
assures that advisors always act in clients' best interests.

"For example, we have no problem getting rid of funds because
we have no loyalty to them," Rick says. "We have loyalty only to
our clients."

Steady Strategies
Targeting the "mass affluent," Bloom Asset Management offers
diversified, gimmick-free portfolios that invest in mutual funds
with stable management and consistent success records.
The Blooms also emphasize investor education, offering free
seminars throughout the community and Bloom University, a
public resource page at www.BloomAssetManagement.com that
includes articles and videos about financial planning, retirement
planning, estate planning and other important financial topics.
"It's better for us if the client understands the investment
process," Rick observes. "Too many investors look at investing
as gambling: 'What is the hot stock today?' That's great for
cocktail conversation, but it's not going to help you achieve
your objectives."

Bloom Asset Management, Inc. is located at
31275 Northwestern Highway, Suite 145 in
Farmington Hills, MI. Call 855-932-2200 or visit
BloomAssetManagement.com for more information.

November 14 • 2013

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