Who We Are
Bloomridge is an investment management firm offering custom portfolio management, wealth management consulting and consolidated reporting services to a wide range of individuals, families, foundations, and corporations. Together, our clients hold over one billion assets invested in North America and internationally.
Our open architecture allows us to manage and advise our clients on all of their investments across different asset classes, and deal with different financial institutions internationally to get the best of every institution for our clients.
We are incredibly grateful for the exceptional service and guidance provided by our investment team for the past 10+ years. Your expertise and dedication have been instrumental in helping us achieve our financial objectives. Thank you for your unwavering support and commitment to our success. - François, client
Money is just a tool. We make it work towards what counts for our clients.
We aim to deliver the investment and wealth management industry’s highest-quality returns to our investors while maintaining a commitment to our principles of integrity, discipline, and excellence, by building meaningful relationships with our clients, our partners and among ourselves, and accomplishing meaningful work together.
1. We are part of the financial ecosystem. We are bank agnostic. We partner with multiple banks and financial institutions to get the best out of each institution for our clients.
2. We don’t miss on investment opportunities. We are not limited to investing only in traditional asset classes. We can give our clients access to non-traditional investments to complement their portfolios.
3. One-stop shop. We are among the only places in the world where our clients can have a full picture of all of their assets in one place. This allows both our advisors and our clients to better manage their investments and their wealth, and constantly uncover new investment opportunities.
These values shape our culture and help us consistently deliver exceptional service to our clients and achieve long-term success.
At Bloomridge, we believe in operating with strong values that guide our interactions with clients and each other. Some of our core values include:
We are transparent and honest in all our dealings and are committed to doing the right thing.
We strive to keep our clients informed and provide clarity on investments and strategies. Our open and transparent approach fosters trust and cultivates enduring relationships.
We work together as a team to achieve our common goals and provide the best possible service to our clients.
Our clients come first and we work tirelessly to understand their goals and help them achieve their financial aspirations.
We are a team of experienced professionals who are passionate about finance and investing.
We are constantly seeking new and better ways to serve our clients and stay ahead of the curve in the finance industry.
At Bloomridge, performance is at the forefront of everything we do. We strive to consistently deliver exceptional returns for our clients, through a rigorous investment process and a focus on maximizing results.
We believe in the power of independent thinking. Our investment strategies are driven by a unique perspective, free from biases and group think. Our goal is to provide our clients with innovative solutions that deliver superior results.
We embrace an entrepreneurial spirit. Our investment strategies are designed to capture the potential of new and innovative opportunities, leveraging the creativity and resourcefulness of our team to bring new ideas to the table.