Greg Smith

blooom aims to help clients create, implement and execute investment portfolios that are designed to build and preserve their wealth during the accumulation phase of life. The firm’s investment strategy involves the selection of mutual funds and exchange traded funds (ETFs) for its clients’ portfolio based upon the investment options offered in their employer sponsored retirement plan(s) or IRA. This is done using various means of research and analysis available through their web-based application. They primarily use well-diversified portfolios of an allocation designed to be in line with client’s age and time to retirement given the options available in their ESRA or IRA. blooom attempts to primarily use indexed mutual funds and ETFs when available within the ESRA fund menu.