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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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Wealthiest Investors Still Engaged in Stock Market Research

Despite volatile market, Millionaire investors still keen on stock market analysis

Wealthier investors were more compelled to conduct stock market analysis in the wake of the recent downturn than less wealthy households, according to a 2011 wealth level study conducted by Millionaire Corner/Spectrem Group.

In a survey of investors conducted last month following the market downturn, nearly 20 percent of households either with a net worth between $500,000 and $1 million as well as households with a or a net worth over $1 million said they had conducted stock market analysis to determine their options and chart their next moves. Just under 18 percent of households with a net worth less than $100,000 said they had taken similar action.

Just over three-quarters of millionaire households and just over 80 percent of Ultra High Net Worth investors (with a net worth between $5 million and $24.9 million, not including primary residence) attribute smart investing as a primary key to their success versus 66 percent of Mass Affluent households. While the Millionaires we surveyed express less enthusiasm overall for being actively involved in the day-to-day management of their investments (47 percent, down from 65 percent last year) and for investing itself (45 percent, down from 60 percent last year), the wealthiest Millionaire segments (those with a net worth between $3 million to $4.9 million) are more gung ho. Fifty-one percent like to be actively engaged with the day-to-day management of their investments, and 50 percent enjoy the investing process.

UHNW investors, too, have a somewhat diminished enjoyment of investing (54 percent, down from 62 percent in 2010), but 57 percent of the wealthiest of these investors (with a net worth between 15 million and $25 million) say they do not want to give it up.

In Mass Affluent households; on the other hand, only 40 percent are interested in actively managing their investments while even less (33 percent) say they enjoy investing.

Technology has leveled the playing field for all investors to conduct stock market research or manage their assets, but according to our 2011 survey of online tools usage, wealthier households are most likely to utilize the latest technology for financial activities. For example, 17 percent of UHNW households use their personal computers on finance versus 10 percent of the Mass Affluent. Across all wealth levels, it is the wealthiest segments who are most likely to put their devices and gadgets to work on financial activities.