Mass Affluent 2011, Volume 1 - Investment Attitudes And Behaviors

The Mass Affluent investor in 2011 is worried about the economy. Fearful that he or she may not have enough for retirement, yet less interested than other wealthy investors in the investment process, they are reluctant to hire advisors due to the cost.

This analysis of more than 1500 Mass Affluent households (those with $100,000 - $999,999 of net worth, not including primary residence) provides financial providers and advisors with key insights into the attitudes and behaviors driving more than 30 million households. 

Key topics included in this analysis include the following:

• The interest level of investors in the investment decision process and their likelihood to seek out additional advice;
• Investment concerns, including risk tolerance, and the balance of accepting risk versus preserving principal;
• How they are preparing (or not preparing) for retirement and the fears they have regarding the future;
• Their feelings regarding debt, aggressive investments and other key portfolio decisions