Opti Bloom Advisors LLC

The firm provides discretionary asset management, financial planning, and ongoing investment consulting to individuals, high-net-worth individuals, charitable organizations and business entities. Services include tailored investment programs, written financial plans covering investments, taxes and retirement, and public educational seminars and workshops offered to prospective clients and the public.

Portfolios are constructed to reflect each client’s stated goals, time horizon and risk tolerance, with the adviser exercising discretionary authority to implement asset allocation, security selection and periodic rebalancing. The firm uses a mix of index and actively managed funds across equities, fixed income and other asset classes, and employs both fundamental and technical methods (including charting and cyclical analysis), while considering tax effects and occasionally recommending tactical positions when it believes markets are mispricing an asset class.

Notable operational features in the brochure include the firm’s regular public seminars and workshops, which is uncommon among peers, and disclosure that the firm’s principal maintains outside employment in supply‑chain software — a detail the brochure says does not generate services for clients. The firm also relies on a third‑party custodian for custody and reporting and generally leaves proxy voting to clients, information that prospective clients may weigh alongside the firm’s investment approach.