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Featured Advisor

Srbo Radisavljevic
Managing Principal/Investment Advisor

Edge Portfolio Management


State: IL

At Edge, a low client to advisor ratio allows for personal and customized service for each individual.  Our goal is to work as a team for each client to provide not only portfolio management but wealth coordination and financial planning.  We make every effort to have frequent communication with our clients and to provide timely response to calls and emails.  I also enjoy spending time with my wife and three kids, following Chicago sports, enjoying ethnic cooking, and serving as a school board member for Norridge School District 80.

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Spectrem Affluent Investor Confidence Index Surges to Eight-Year High - Press Release September 30, 2014

CHICAGO, Sept. 30, 2014The Spectrem Affluent Investor Confidence Index (SAICI®) surged in September to its highest reading since February 2006, the Spectrem Group announced Tuesday. The SAICI gained eight points to 13, the biggest month-to-month increase since last March. The Spectrem Millionaire Investor Confidence Index  (SMICI®) gained 6 points to 19, a 12-month high.

The indices, compiled by Spectrem Group -- a market research and consulting firm specializing in the affluent and retirement markets, measure the investment confidence and outlook of households with more than $500,000 of investable assets and more than $1 million of investable assets, respectively.

The September indices indicate a more confident investment mindset among Affluent investors. “Affluent investors report being anxious to emerge from the sidelines and re-engage in the market,” said George H. Walper, Jr., president of Spectrem Group. “Millionaires, especially, are expressing more confidence in the economy than they have in the past year.”

The Spectrem Affluent Household Outlook, another measure of Affluent investor confidence, posted in September its highest reading since April 2007. The increase was driven by Millionaire households who reported a significant increase of confidence in the economy.

Click below for additional Indices insights: 

·         Affluent Investors Look to Re-Engage with the Market in Coming Month

·         Affluent Household Outlook Reaches Pre-Recession Heights















Spectrem Affluent Investor Confidence Index®
















Spectrem Millionaire Investor Confidence Index®


















The Spectrem Affluent Investor Confidence Index (SAICI ®) is based on 250 monthly online interviews with the financial decision-makers in households with $500,000 or more in investable assets.  The Index has a margin of error of plus or minus 6.2 percentage points.  The Spectrem Millionaire Investor Confidence Index (SMICI ®) is based on a subset of the overall survey group.

About Spectrem Group: Spectrem Group ( strategically analyzes its ongoing primary research with investors to assist financial providers and advisors in understanding the Voice of the Investor.

About Millionaire Corner: Spectrem's Millionaire Corner website ( provides information for investors about investors. With its Best Financial Advisors service, investors are able to search for financial and investment advisors to assist in growing their wealth.