Affluent Market Insights

Each year Spectrem Group conducts in-depth studies of the asset allocations, investment attitudes, behaviors and financial product usage of three distinct wealth segments:

  • The Mass Affluent, defined as those with $100K to $999K net worth, not including primary residence
  • The Millionaire Investor, defined as those with from $1 to under $5 million net worth, not including primary residence
  • The Ultra High Net Worth Investor, defined as those with from $5 to under $25 million net worth

In addition to the segments above which they cover yearly, a fourth segment is covered periodlically:

  • The $25 Million Plus Investor with net worth exceeding $25 million

These in-depth studies are fielded monthly throughout the year and are delivered on a quarterly basis with these topic concentrations:

Quarter 1 – Changing Investor Attitudes and Behaviors

Quarter 2 – Usage of Online Tools, Communication Preferences, Information Sources

Quarter 3 – Advisor Usage and Relationships

Quarter 4 – Product Usage , Sources of Wealth, Asset Allocation

These reports can be purchased by wealth segment, by segment by quarter and as a complete set, which includes all three wealth segments and all four quarterly editions. More information…

Categories: High Net Worth Individuals Resources

Resource Type: Blog

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