Can I exclude an asset class from my portfolio if I don’t like it?

At this point, we work from a ‘discretionary management agreement.’ This is pretty much boilerplate for financial advisors. It basically states that you signed off on the allocation and we can place trades on your behalf. We are unable to exclude asset classes outside of our recommended fund line up.

As a heads up, blooom is a fiduciary, which is fancy speak for blooom acting in your non-emotionally charged, rational best interest. If you really feel like you need control of every trade that’s made then blooom may not be a perfect fit. We were designed for folks who want to delegate their 401k to professionals.