I really like one of the funds I am currently invested in, can I keep that fund and have you optimize around it?
Blooom works from a discretionary management agreement, so we won’t make any adjustments to our investment recommendation. We create globally diversified portfolios that are specifically designed for your time horizon, keeping fees in mind. If you are wanting more control over your investments, then we suggest checking out our do it yourself option. We will provide you with our specific investment recommendation and you can implement those changes at your discretion.Keep in mind we are a fiduciary, which is fancy speak for blooom acting in your non-emotionally charged, rational best interest and were designed for folks who want to delegate their retirement accounts to professionals.