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RJ & Makay

Our view of news, events and human capital trends in the financial services industry.
Tags >> Millionaires and the recession

Millionaire Investors; how are they investing today?

Posted by RJ and Makay on Nov 15, 2010

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How did millionaire Millionaire Investors how do they manage their assetsinvestors manage their assets through the recession, and how are they investing today? The U.S. Bank Private Client Reserve of U.S. Bank has published its  Millionaire Investor Insights Annual Survey , which gives us some idea of how this group made it though and where things now stand. The national survey was conducted online for the bank by Harris Interactive between September 27 and October 15, 2010 and includes research from 1,609 respondents in an oversample of eight metropolitan –area markets. Respondents were age 18 or older with $1 million or more in household investable assets, with the exclusion of primary or secondary residences, and assets held in employer-sponsored retirement plans.

Here are some of the highlights: