Meaningful investment conversations enhanced by advanced technology.
Bloomridge is an investment management firm serving a broad range of exceptional individuals, families, foundations, and corporations. We offer investment management, wealth & asset management consulting, and a consolidated overview and reporting on all of our client’s assets, worldwide.
Together, our clients hold over one billion in assets invested in North America and internationally.
Asset classes covered across traditional and alternative investments
Our ecosystem allows our clients to manage everything in one place.
Assets our clients own collectively
Our open architecture allows us to manage and advise our clients on all of their investments across all asset classes, worldwide.
We offer comprehensive coverage of major global asset classes through proprietary asset management and by partnering with renowned global institutional managers. Our investment offering span traditional asset classes, including cash & equivalents, fixed income and equities in both developed and emerging markets.
In addition, we give our clients access to non-traditional asset classes such as hedge funds, private equity, real estate investments and structured products. This broad range of investment options allows us to create customized portfolios tailored to meet the unique needs and goals of our clients.
Daily data points ingested
We offer comprehensive wealth & asset management consulting services for individuals, families, corporations and foundations, including asset management, financial projections, tax strategies, multigenerational tax, trust & estate planning, philanthropy, family legacy & governance, and advice on banking services.
We also support our corporate clients in working with the best providers for banking, capital markets, investment banking, M&A and transaction structuring for privately owned businesses.
Areas of expertise
Worldwide consolidated overview and reporting on all assets
We offer advanced technology infrastructure used by the largest financial institutions and families worldwide to give our clients a unique overview of all of their assets worldwide, as well as performance reporting per asset class.
This allows both our investment professionals and our clients to make sure we are not missing on any investment opportunities, and ensure our client’s wealth and assets are optimized for what matters most for them.
One place to track all our client's assets