$25 Million Plus Investor

The rapidly changing financial and investment environment is impacting even those investors with the largest portfolios. Concern over the markets, increased taxes and a fluctuating global environment, are causing wealthy investors to make larger changes to their portfolios than ever before. In order to effectively service these households, financial providers and advisors must understand the changing attitudes of these investors. The $25 Million Plus Investor addresses this rapidly changing market segment.

Spectrem’s 2012 $25 Million Plus Investor study is based on in-depth quantitative analysis of the product and service needs of households with $25 million or more in net worth. This survey of 200-300 investors will focus on the needs of households, their investment goals, their attitudes toward investing, changes in their portfolios and their use of trust vehicles.

Available August 2012

Price: $30,000