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Featured Advisor



Srbo Radisavljevic
Managing Principal/Investment Advisor

Edge Portfolio Management

City:Northbrook

State: IL



BIOGRAPHY:
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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Investment Concerns of Wealthy Investors

Ninety percent of wealthy investors believe their investments helped create their wealth level.


Most wealthy investors appreciate the way their investments have increased their assets, but while some investors involve themselves heavily with the process, others stay on the sidelines and some don’t even watch from there.

Spectrem’s latest Wealth Segmentation Series study, Financial Behaviors and the Investor’s Mindset, surveyed Ultra High Net Worth investors with a net worth between $5 million and $25 million and asked them about the art, or process, of investing.

Ninety percent of UHNW investors claim smart investing had something to do with the creation of their wealth. That is 8 percent higher than those who selected smart investing as a factor five years ago.

However, only 42 percent of UHNW investors are heavily involved with financial advisors in making investment decisions. Another 29 percent say they use an advisor for specialized needs.

Among the UHNW investors, 58 percent claim they like to be actively involved in the day-to-day management of their investments, while 63 percent say they enjoy investing and have no interest in getting out of the investment game. Both of those percentages are higher than the percentage s from a similar report last year.

Ninety percent of UHNW investors consider themselves at the very least fairly knowledgeable about investing. Of that group, more than 40 percent consider themselves very knowledgeable about investing.

For the wealthiest investors, the greatest focus of investment decisions is the level of risk associated with investments, a factor 95 percent of UHNW investors selected as significant. Slightly fewer investors look at the diversity of their investments, while 85 percent consider the tax implications of investments and 82 percent consider the reputation of the companies where investments are made.

Only 20 percent consider the social responsibility of investments. On the other hand, 65 percent say their investments are purely financial while 39 percent believe companies professing a social responsibility are doing so only for the public relations benefit. More than 30 percent believe corporations should get out of the socially responsible game all together and do whatever it can to generate a profit, allowing investors to determine whether to use their investment returns on socially responsible projects.