Michael Steinberg

Personalized Portfolio Services

      This is a subscription service available to a strictly limited number of individuals who place their own trades through a discount brokerage service.

      It is an on demand investment research service which follows an individual investor’s portfolio.  It is proactive in making suggestions on equities and trading strategies to enhance income portfolios and reduce investment risk.

      Subscribers have immediate access to research questions on a personal basis.  This is not a cookie cutter approach.  This service is tailored to the individual investor’s risk tolerance, investment goals, and portfolio size.

      Portfolios may be designed for low risk, long term income investors investors or for more active position traders.

      Subscribers place their own orders, while getting personalized trading assistance at a cost substantially below industry standard management fees.