Wienberg Capital Corporation

Investment Advisory Service, Financial Planners, Financial Planning Consultants

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Map & DirectionsDirections200 Public SqCleveland, OH 44114 Write a ReviewWrite Review

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Location: 200 Public Square
Neighborhood: Downtown Cleveland
AKA: Weinberg Capital Corp
Categories: Investment Advisory Service, Financial Planners, Financial Planning Consultants, Investment Management, Investments, Mutual Funds, Retirement Planning Services

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Phone: (216) 861-4540

Address: 200 Public Sq, Cleveland, OH 44114

Wienberg Capital Corporation

Investment

Investment Management
The Investment Team executes the investment plan and verifies the strategic intent of portfolio through quantitative analysis. Trading and portfolio management systems address compliance with IPS.
Mutual Funds
PSN Manager of the Decade Criteria: The PSN universes were created using the information collected through the PSN investment manager questionnaire and use only gross of fee returns. Mutual fund and commingled fund products are not included in the universe. PSN Top Guns investment managers must claim that they are GIPS compliant. Products must have an r-squared of 0.80 or greater relative to the style benchmark for the ten-year period ending December 31, 2023. Moreover, products must have returns greater than the style benchmark for the ten-year period ending December 31, 2023 and also standard deviation less than the style benchmark for the ten-year period ending December 31, 2023. At this point, the top ten performers for the latest ten-year period ending December 31, 2023 become the PSN Top Guns Manager of the Decade. The PSN Short Maturity Universe is composed of 139 firms and 247 products.
Money Market Funds
Importantly, expanding the liquidity conversation to longer-maturity solutions enhances opportunities for diversification by broadening the investable universe. Amid the current market backdrop, we continue to favor Structured Products, such as mortgage-backed and asset-backed securities, given improving valuations and solid fundamentals as the sector recovers from the overhang of banking industry stress earlier in the year. Within the high-quality areas of the sector in which we focus, we believe there are compelling alternatives to corporate credit for incremental yield and strong risk-adjusted returns. Overall, the short/intermediate portions of the curve offer enhanced spread relative to investment portfolios that more closely resemble traditional money market funds. (Figure 3).

Planning

Retirement Planning
Pension plan sponsors have unique investment considerations when choosing to embark on a liability-hedging fixed income strategy. Our custom liability-hedging solutions are designed to...
Asset Management
PNC Capital Advisors, LLC is a fixed income asset management firm devoted to helping solve the complex, evolving investment goals of institutional clients.

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