Lorne Steinberg Wealth Management exists to serve its clients through delivering strong long-term returns, managing risk and protecting capital. Through our disciplined approach, we aim to grow capital over time within a lower risk framework, while providing exceptional client service.
Lorne Steinberg Wealth Management is an independent investment firm that provides discretionary management services for private clients and institutional investors.Our approach to investing is securely founded on a value-based philosophy - we are stubbornly focused on only buying quality businesses whose prices are compellingly cheap.
Lorne Steinberg Wealth Management is an independent investment firm that provides discretionary management services for private clients and institutional investors.Our approach to investing is securely founded on a value-based philosophy - we are stubbornly focused on only buying quality businesses whose prices are compellingly cheap.
Services
Lorne Steinberg founded Lorne Steinberg Wealth Management Inc. (LSWM) with the vision of providing investment counsel services to high net worth individuals, based on principles of integrity, transparency, trust and capital preservation. Prior to founding the firm, he was President and Chief Investment Officer of AGF's investment counsel business in Montreal, Magna Vista Investment Management Ltd., which he joined in 1999.
We offer both separately managed accounts & pooled funds to meet the needs of our clients. 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.
Research is the lifeblood of our company. Through our disciplined investment approach, we aim to grow client capital over time within a lower risk framework. Capital preservation is of paramount importance. We are a management-owned firm and operate without external influence or pressure, free of ties to product providers and financial service institutions.
Our firm is committed to preserving capital, managing risk and exceeding client expectations both in terms of service and long-term investment returns. The Steinberg Global Value Equity strategy 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.
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