Lance is personally committed to delivering exceptional client service by meeting face-to-face, listening, building trust, and fully understanding each of his clients' long-term financial needs. As an experienced investment and wealth management professional, Lance firmly believes that attentive service is a top priority and is the core foundation to building long-term trust.
His investment and wealth management approach optimizes a steadfast, disciplined, non-emotional asset allocation strategy tailored to each client's personal situation. With this approach, Lance objectively addresses each client's personal financial situation, their future, and their risk tolerance.
Lance designs customized investment and wealth management plans that include risk reduction techniques diversifying beyond stocks and bonds. His diversification approach includes alternate strategies that are not highly correlated to equity and fixed income markets.
A graduate of the University of Oregon, Lance has more than 27 years of investment experience. He began his career as a financial advisor in 1992 at Prudential Securities, where he built a successful business by working with affluent families in managing their wealth. In 1997, Lance transitioned to Charter Investment Group, which after two mergers became RBC Dain Rauscher. In 2007, Lance founded his own company, which is now Steinberg Investment Group.
Lance was born and raised in Portland, Oregon where he lives with his wife Mary, and daughters Gabriela, Adriana and Marisa. Outside of his career, Lance gives back to the community by serving on various local nonprofit boards. In his spare time, he enjoys playing competitive tennis, exercising, and spending time with his family.
Diversification does not guarantee profit or protect against loss in declining markets.