Trends Report

Which Firms Do US Investor Segments Use?

The Wealth Management Firms Each Of Our Nine Investor Segments Use

September 21st, 2010
Bill Doyle, null
Bill Doyle
With contributors:
Peter Wannemacher , Benjamin Ensor , Brendan McGowan

Summary

To understand the behavior of US investor households, Forrester analyzes two dimensions that meaningfully distinguish individual investors: investable assets and self-directedness. We combine these attributes to create nine distinct investor segments. This segmentation helps channel professionals understand and influence investors' choices of channels, products, services, and firms. One segment stands out as a particularly attractive target for wealth management firms: Mass-Affluent Validators. They're the second-largest segment, they have sizable assets, and no firm has captured a disproportionate share of them.

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