Trends Report

Understanding Today’s US Investors

Use This Updated Investor Segmentation To Guide Your Digital Business Strategy

May 12th, 2023
With contributors:
David Hoffman , Aaron Suiter , Jen Barton


Wealth management firms commonly segment their clients by investable assets and other financial measures. But this is not enough to help firms decide on new products and services or to optimize customer engagement models. Self-directedness is a crucial dimension that reliably predicts many investor attitudes and behaviors. As digital solutions continue to rapidly evolve, forward-looking firms need to understand how best to serve the four primary investor segments.

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