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Our Philosophy

At Bloom, we believe that products can be magical. To build these, we push the boundaries of what’s possible, through craft and a deep love for our mission of helping the next generation build wealth.

And we’re just getting started. From buying the first stock to building wealth, we want every single moment to feel special. That’s what we do - we help every financial journey feel magical.

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Empowering young people with the tools and knowledge to build wealth.

Advisory services are offered through Bloom Investment Advisers, LLC ("Bloom"), an SEC registered investment adviser. Bloom's investment advisory services are available only to residents of the United States. Brokerage accounts for Bloom clients are established at Alpaca Securities, LLC (“Alpaca”), a wholly-owned subsidiary of AlpacaDB, Inc. Technology and a third-party SEC registered broker-dealer that is a member of the Financial Industry Regulatory Authority (www.finra.org) and the Securities Investor Protection Corporation (www.sipc.org).

Bloom Investment Advisors LLC and Alpaca Securities LLC are not affiliated and none are responsible for the liabilities of the other. Alpaca provides clearing and execution services and serves as qualified custodian for advisory assets of Bloom clients. All accounts and trade executions are powered by Alpaca's technology. View Alpaca's disclosures at: https://alpaca.markets/disclosures.Alpaca does not make recommendations with regard to fractional share trading, whether to use fractional shares at all, or whether to invest in any specific security. A security’s eligibility on the list of fractional shares available for trading is not an endorsement of any of the securities, nor is it intended to convey that such stocks have low risk. Fractional share transactions are executed either on a principal or risks principal basis, and can only be bought or sold with market orders during normal market hours.

This is not an offer, solicitation of an offer, or advice to buy or sell securities, or open a brokerage account in any jurisdiction where Alpaca is not registered (Alpaca is registered only in the United States). Any projections or forecasts are hypothetical in nature and may not reflect actual future performance. By using this website, you accept our Terms of Use and Privacy Policy. We do not provide or offer any financial planning or tax advice. You should consult with a tax advisor. You acknowledge that you are responsible for your own financial decisions.The content on this website is for informational purposes only and does not constitute a comprehensive description of Bloom Investment Advisor's services. Certain investments are not suitable for all investors. Before investing, consider your investment objectives. The rate of return on investments can vary widely over time, especially for long term investments. Investment losses are possible, including the potential loss of all amounts invested. Factual statements provided through Bloom’s products or services, are made as of the date stated and are subject to change without notice. It should not be assumed that the methods, techniques, or indicators presented in these products or services will be profitable, or that they will not result in losses. Past performance is not indicative of future results.