Services

Lorne Steinberg Wealth Management offers both segregated accounts and pooled funds to meet the needs of our clients.


Separately Managed Accounts
We offer separately managed accounts for discerning, high net worth investors. An appropriate investment policy is chosen to suit the needs of each individual client. The Investment Policy Statement is designed to reflect client objectives, risk tolerance, liquidity, tax situation and any unique circumstances that may be relevant. Quarterly communication assures that clients are kept abreast of their investments as well as the firm’s investment outlook and strategy. All client assets are held in their own name at a major Canadian financial institution.

Attributes:

• Investment Policy Statement designed for each client’s unique situation
• Regular communication with investment team
• Quarterly reporting includes client portfolio statement, investment outlook and recent  transactions
• Client assets held at a major Canadian financial institution
Pooled Funds
Steinberg Value Equity Fund
The Steinberg Value Equity Fund seeks to provide long-term capital appreciation by investing in public companies that meet our strict investment criteria, and whose share price is trading at a discount to its intrinsic value.

Our research efforts are driven by the following principles:

• Bottom-up fundamental equity research
• Invest only in companies that are financially sound and generate free cash flow
• Focus on strong management and good corporate governance
• Diversify broadly across issuers and industries
Steinberg High Yield Fund
The Steinberg High Yield Fund seeks to maximize total return by investing primarily in higher yielding corporate bonds and other securities. Our approach to the high yield market is consistent with the conservative, value–based investment philosophy that defines Lorne Steinberg Wealth Management.

Our research efforts are driven by the following principles:

• Bottom-up fundamental credit research
• Focus on higher quality, non-investment grade bonds
• Total return, not just income
• Diversify broadly across issuers and industries
Services