OUR PRODUCT

Bloom Holdings Trust™

Bloom Global Investments Strives to achieve optimal returns and gains on all protected assets held in Trust by spreading the investments across various asset classes. Broadly speaking, that means a mix of stocks, bonds, and cash or money market securities

Bloom Holdings Trust™ Holds the assets which are registered to the Beneficiaries who are customers from affiliated resorts around the world. The Trustee is, by law, dedicated to protecting the assets.

When the name of the Beneficiary is submitted, the Certificate of Trust is drafted and registered within the Bloom Holdings Trust™.

The Certificate lists the Beneficiary, the purchase date, the amount of the purchase, the reimbursement value and the date of maturity when the repayment can take place.

The Trustee must, by law, pay the Beneficiary according to the instructions duly registered.

The Innovest Loyalty Rewards Program is registered, administered and managed under the umbrella of Bloom Holdings TrustTM which is structured to ensure Beneficiaries receive a full distribution at the end of a fixed term, as stipulated on the Certificate of Trust.

Original price

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Irrevocable trust

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Testimonial

The evolution of this product throughout the years.

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ZERO COUPON BOND

This is a security that is purchased at a discount and promises a payment higher than its original price once it reaches maturity.

ZERO COUPON BOND

This is a security that is purchased at a discount and promises a payment higher than its original price once it reaches maturity.

Our Project

Dispersing the funds among diverse asset classes is a key strategy known as a multi-asset fund.

BGI has created a combination of asset classes to minimize risk and increase potential gains in order to ensure full reimbursement to all those who make a claim.

BGI dedicates a percentage of the funds to capital preservation. While the main goal of this type of conservative portfolio is to protect the principal value, some exposure to stocks can help offset inflation. We do so by investing this equity portion in high quality blue chip companies and index funds.

We allocate another equity portion to a moderately conservative portfolio, preserving most of the portfolio’s total value yet taking on an accepted risk level known as current income. With this strategy, we choose securities that pay a high level of dividends or coupon payments.

The largest portion of our equity goes into balanced portfolios. These are moderately aggressive models since the asset composition is divided almost equally between equities and fixed income securities.

We choose this proven strategy as we are investors with a longer term horizon. Our fixed periods are between 10 and 25 years.

BGI allocates a portion to aggressive portfolios which consist of equities so their value can fluctuate widely from day-to-day with the main goal being to achieve long-term growth of capital.

Trade Associations

ARDA

Registered with, and endorsed by the American Resorts Development Association

BBB

Innovest Corporation Group Inc.TM is accredited by the Better Business Bureau

AMDETUR

Adhering to the code of ethics as set by the Mexican Association of Tourist Development

Acotur

Approved member of ACOTUR, complying with the code of business conduct set forth by the Association of Tourist Developments