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Lorica Investment Counsel Inc.

Address

130 Spadina Avenue
Suite 801
Toronto, Ontario M5V 2L4
(647) 776 - 8111
info@loricaic.com
www.loricaic.com

Principal Contacts

Joanne Nahibuan
Manager, Marketing & Client Services
Tel: (647) 776 - 8111
joanne.nahibuan@loricaic.com

Client Minimums

Has no minimum for private clients.

Has no minimum for institutional clients.

Types of Accounts Managed

  • Private Individual / Investor
  • Institutional Investor - Pension Plan
  • Institutional Investor - Other

Provinces of Business

  • Ontario*

* indicates a physical location in this province

PHILOSOPHY

Underpinning Lorica’s investment philosophy is a belief that value can be added through active management in all market environments.

We believe a comprehensive range of core bond market competencies, including yield curve and corporate bond analysis, can be used effectively to manage fixed income investments within a central risk management paradigm.

Economies and markets are dynamic and we have learned they call for an adaptive, subjective approach to forecasting.

However, construction of diversified, yet targeted portfolios is ideally suited to our proprietary computer-based models and algorithms. Finally, our active process of managing portfolios involves consideration of a client’s constraints and desired level of risk.