Senior Corporate Executives: How to Serve the C-Suite
How do investors in the C-Suite differ from other high net worth investors?
This Spectrem Perspective will provide insights into Senior Corporate Executives’ characteristics that make them unique investors relative to other occupations. It will delve into the attitudes and behaviors of these successful individuals and identify what they perceive to be their biggest concerns.
Their use of social media and mobile technology will also be examined, as well as how they gather and obtain financial information. Expectations of their advisors, asset allocation, preferred communication channels, advisor satisfaction and the services with which they seek advisor assistance will be discussed. What does the typical Senior Corporate Executive portfolio look like? This perspective will reveal products utilized, investments owned and perceptions of various financial providers.