Built for Complexity. Delivered with Simplicity.

Investment Management

What We Do

Investment Management That Aligns With Your Life

Whether you’re looking for a full-service wealth partner, seeking professional oversight for a complex trust or foundation, or simply want to offload portfolio management to a team you can trust—Bloomwood offers investment management that’s intentional, tax-smart, and seamlessly executed. We serve business owners, executives, families, and family offices of all kinds—meeting you where you are and managing what matters most to you.


And we do it all with minimal effort required on your part—because you’ve got enough on your plate.

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Integrated, Tax-Smart Portfolio Management

Investment Strategy That Fits Into Your Life, Not Around It

Our investment philosophy focuses on long-term outcomes and short-term clarity, giving you peace of mind without requiring weekly check-ins or constant involvement.

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Flexible Solutions for a Range of Needs

Our investment management services are designed for:

  • Clients who want Bloomwood to manage all or part of their investments as part of a broader family office or planning engagement.
  • New clients seeking a traditional wealth management relationship with a transparent, tax-focused, and flexible approach.
  • Clients with complex needs such as irrevocable trusts, charitable foundations, or multi-entity structures, who require thoughtful investment coordination and oversight.


Whether your needs are simple or sophisticated, we provide the same level of rigor, responsiveness, and strategic clarity—without unnecessary friction or time-wasting meetings.

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Investment Management
0.50% to 1.50% (Based on Complexity)
Professional money management with a tax-efficient focus. We construct investment portfolios that align with your goals, minimize tax burdens, and ensure your wealth works as hard as you do.
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Complex Account Management

We’re experienced in managing and coordinating investments across irrevocable trusts, charitable foundations, donor-advised funds, and legacy accounts. We keep everything aligned, compliant, and working in service of your mission and your family’s goals.

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Frequently Asked Questions

  • Do I have to move all my assets to work with you?

    Not at all. We’re flexible by design. Whether we manage your entire portfolio a single account, or none of your investments, our process is built to integrate with your existing structure, not disrupt it. You can also keep your current investment advisor—we’ll collaborate with your team unless you ask us to take the lead.

  • How do your investment services work with your planning and tax strategies?

    They’re completely integrated. Every investment decision we make is aligned with your tax strategy, estate plan, and cash flow goals. Our goal is to ensure your portfolio doesn’t just perform—it performs with purpose and within the full context of your financial life.

  • How much time will this take me?

    Very little. We’ve invested heavily in tech, systems, and process design so that your involvement is minimal. Most clients spend 30 minutes or less per week, and onboarding typically takes an hour or less to evaluate if we’re a fit.



  • Is there a long-term contract?

    No. Our investment management services are month-to-month. You can cancel at any time—and if life gets in the way, we’ll even pause your fees until you're ready to re-engage. This isn’t just flexible—it’s built on trust and doing the right thing.