Michael Steinberg

Services for Exempt Organizations

Independent outside consulting services to review the performance of management.  A review of the current portfolio construction including concise commentary relating to the global macro-economic landscape.

 

This service is offered to the following types of  exempt organizations:

1) Investment companies as defined in the Federal 1940 Investment Company Act,

2) Employee pension or profit-sharing plans or trusts having total assets of not less than $5,000,000.

3) Governments and governmental agencies or instrumentalities

4) Banks, savings banks, savings institutions, trust companies, insurance companies, building and loan associations and other financial institutions and institutional investors