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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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March 24, 2015 Millionaire Fact of the Day

March 24, 2015 Fact of the Day:  What is the risk tolerance of Affluent investors?

 

 

DID YOU KNOW THAT….. fourteen percent of investors with more than $25 million define their risk tolerance as very aggressive compared to only 2-3 percent of households with less wealth?

 

 


 

 

 


 


 

The largest percentages of investors define their risk tolerance as “Moderate”.  About 53 percent of those with $25 million or more are moderate, 57 percent of those with $5 to $25 million, 61 percent of those with $1-5 million and 54 percent of those with $100,000 to $1 million.  A Moderate person is one who “seeks moderate returns but is willing to place a limited portion of their investments at risk.”

In contrast, only 11 percent of the $25 million plus, 12 percent of those with $5 to 25 million, and15 percent of those with $1 to $5 million define themselves as “Conservative”.  Interestingly, 24 percent of those with $100,000 to $1 million also consider themselves to be Conservative.

Let’s face it.  The amount of risk you are willing to take is based upon a lot of factors…..your age, your family situation, your job.  Those who have a lot of money…..are more likely to be aggressive because they can afford to lose more.

If you would like to discuss your risk tolerance and figure out what is right for you….based on your family situation….check out our Best Advisors.