How & Who

Investors We Survey

While Spectrem can provide both quantitative and qualitative research for any specific segment of the population from professionals to general consumers, our areas of expertise and our standard reports include the following:

 

$25 MILLION PLUS

The wealthiest households include those with a net worth (not including primary residence) of over $25 million.  

       

ULTRA HIGH NET WORTH

Our standard definition includes households with net worth (not including primary residence) of $5 million to $25 million. For custom research, we can use your definitions.
 

 

 

 

 

 

 

 


MILLIONAIRES

Our standard definition includes households with net worth (not including primary residence) of $1 million to $5 million. For custom research, we can use your definitions.
 

 

MASS AFFLUENT

Our standard definition includes households with net worth (not including primary residence) of $100,000 to $1 million. For custom research, we can use your definitions.
 

 

ETHNIC ANALYSIS 

Review of investment patterns, behaviors and attitudes based on Asian, Hispanic and African-American ethnicities.
 

 

DEFINED CONTRIBUTION PLAN/401(K) PARTICIPANTS

Our reports on defined contribution plan/401(k) participants include those with balances of $50,000 or greater.
 

 

WOMEN

Reports on women include:

 

MILLENNIALS

Millennials include individuals born between 1982 and 2004 - those reaching adulthood around the turn of the 21st century.
 

 

GENERATION X

Generation X is defined as those individuals born between 1965 and 1984. 

 

ENDOWMENTS

Spectrem reports include an analysis of managers of various sizes of endowments.

 

 

403(B) PLAN SPONSORS

Spectrem remains an expert on the 403(b) market including K-12, colleges, hospitals and non-profits.