Daniel M. Steinberg - Morgan Stanley Financial Advisor - Chicago, IL
Morgan Stanley
Daniel M. Steinberg, CFP
Senior Vice President, Wealth Management
Financial Advisor
Senior Portfolio Management Director
Executive Financial Services Director
227 West Monroe St.
Suite 3400
Chicago, IL 60606
tel: (312) 917-7481
toll-free: (800) 621-5231 
fax: (312) 648-3344
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For the past 18 years, I have been a portfolio manager and financial advisor to private clients. I also hold the designation of Executive Financial Services Director because the vast majority of my clients are senior executives working at public companies.

I pride myself on how I evaluate individual securities and build investment portfolios.

I use the technical analysis concept of Relative Strength (RS) that is derived from the Point & Figure methodology Charles Dow, the first editor of the Wall Street Journal, used over 100 years ago to track the prices and trends of individual stocks and the market overall.

Relative Strength monitors the steadfast relationship between supply and demand in the markets and allows us to determine where outperformance might exist, while also allowing us to see which securities, sectors, or asset classes are in a condition of underperformance. And in doing so, it can provide a clear, objective, logical and rules-based investment guidance to possibly reduce uncertainty in the market, aids in effectively allocating assets and helps manage systemic market risk.

The Relative Strength tool measures the likelihood that a stock or sector will outperform the base index, which in our case is the S+P 500. Our goal is to consistently own positions that have higher RS scores than the base index, thus keeping us invested in the strongest sectors while avoiding the weakest.

And as the technical (and fundamental) landscape changes, our models adapt and change to steer us to the goal of the best capital allocation possible. Our goal is to achieve competitive returns in good, healthy capital markets and to preserve capital in destructive markets, thus insuring our clients’ assets will never be either “materially impaired” or “permanently destroyed.”

I can be reached at (312) 917-7481.

Services
  • Professional Portfolio Management
  • Asset Management
  • Wealth Management
  • Financial Planning
  • Retirement Planning
  • Estate Planning Strategies
  • Education Planning
  • Executive Financial Services
  • Access to Lending Services
  • Life Insurance
  • Long Term Care Insurance

Daniel M. Steinberg holds the following registrations:
Securities Agent: AZ, CA, CO, DC, FL, GA, HI, IL, IN, MI, MN, MO, NC, NJ, NV, NY, OH, SC, TX, VA, WI; General Securities Representative; Investment Advisor Representative; Managed Futures

NMLS#: 1270067

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