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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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July 21, 2015 Millionaire Fact of the Day

July 21, 2015 Fact of the Day:  Who are the no worries Millennial investors? 

 

 

Did you know that 19 percent of Millennials can be considered "No Worries" types of investors? 

 


 

  

 


 


 

They are the wealthiest group of Millennials and have an average net worth of $3.4 million.    What else is interesting about the No Worries investors? 

            -They are the most likely to have a diverse ethnicity with 25 percent of the group being Asian and 8 percent Hispanic.  Fifty eight percent are White. 

            -Two-thirds (67 percent) feel that they were "at the right place at the right time" 

            -They have the highest percentage of two-income households.

            -They are very likely to have a financial advisor. 

 

Do you know any "No Worries" investors?  This group is very technological in their communications and clearly they represent an important investor segment for the future.

 

To learn more about Millennials, click here or contact Randy Wostratzky at rwostratzky@spectrem.com or 224-544-5915