Daniel M Steinberg

CFP, Senior Vice President, Wealth Management, Financial Advisor, Executive Financial Services Director , Senior Portfolio Management Director

Contact Me
Daniel M Steinberg

MY MISSION STATEMENT

Working with you to help preserve and grow wealth for your long-term goals

My Story and Services

I have developed and refined an investment process using Technical Analysis in an attempt to grow wealth when the environment is good (primary trend of the market is positive), and preserve capital when the primary trend is negative. This methodology removes for me the subjectivity out of the investment process, so I can attempt to make it reliable and repeatable over time.

I am always looking for supply and demand imbalances in the markets. This helps me identify the primary market trend (the most important factor in evaluating technical market risk) and individual sector trends (market “leadership”) that typically determine where outperformance may exist.

The main tools that I use to execute my investment strategy center on the concept of Relative Strength.  Relative Strength monitors the steadfast relationship between supply and demand in the markets and allows us to help determine where risk and reward may exist.  It measures the likelihood that a stock or sector will outperform the base index, which in our case is the S+P 500.  My goal is to consistently own positions that have higher RS scores than the base index, thus keeping us invested in the anticipated strongest sectors (market leaders) while avoiding the weakest RS scores.  And in doing so, it creates the foundation for a clear, objective, logical, and rules-based investment strategy.

If you are interested in knowing more about my models and investment process, please contact me at daniel.m.steinberg@morganstanley.com.

Thank you.


S&P 500 Index is an unmanaged, market value-weighted index of 500 stocks generally representative of the broad stock market.  An investment cannot be made directly in a market index.


 

Securities Agent: AZ, CA, CO, DC, FL, GA, HI, IL, IN, MI, MN, MO, NC, NJ, NM, NV, NY, OH, SC, TX, VA, WA, WI; General Securities Representative; Investment Advisor Representative; Managed Futures

NMLS#: 1270067


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Services

  • Wealth Consulting
  • Wealth Management
  • Asset Management
  • Executive Financial Services
  • Financial Planning
  • Professional Portfolio Management
  • Retirement Planning

Location

Location

  • 227 West Monroe St.,suite 3400
  • Chicago, IL 60606


    Client Service Team

    Client Service Team

    Jennifer L. Venckus

    Senior Registered Associate


    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Family

    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Retirement

    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Philanthropy

    Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing

    Ready to start a conversation? Contact Daniel M Steinberg today.

    Dow    -2.67

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    Nasdaq    4.93

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    S&P 500    .75

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    Market Information Delayed 20 Minutes

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