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
Market Information Delayed 20 Minutes

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.

  • 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

This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Awards Disclosures

pp:6909 mp: 2281