A complete list of active advisors currently associated with Bloomfield Asset Management, Inc.

Warmer can help you find a great advisor at Bloomfield Asset Management, Inc. or one who fits your needs even better.

Bloomfield Asset Management is a small, SEC‑registered independent advisory firm that provides discretionary investment and wealth management to a mix of individuals (including high‑net‑worth clients), trusts, foundations, and institutional or corporate clients. Services include portfolio management using mutual funds, ETFs, individual equity and debt securities, ongoing investment supervision, and advice on non‑custodied products such as variable life insurance, annuities and retirement plan rollovers. The firm works from a documented client profile and written investment plan, implementing asset allocation across equities, fixed income and cash alternatives with periodic rebalancing and quarterly performance reviews. Bloomfield may engage third‑party managers on separate account sub‑advisory mandates and coordinates trading restrictions, performance reporting and administrative functions through its chosen service providers. Distinctive features for a solo independent adviser include acting as the sponsor and manager of a legacy wrap‑fee program (the Bloomfield Asset Management Wrap Program), maintaining formal sub‑advisory relationships with other registered investment advisers and managers (including fee‑sharing arrangements), and serving charitable and corporate/business clients in addition to individual and family households — features that are less common among peers of similar size.

To learn more about the advisors currently working at Bloomfield Asset Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.