Filed Under:Life Insurance, Life Planning Strategies

Fiscal Cliff, Poor Returns Push Wealth into Alternatives: Spectrem

UHNW investors move aggressively to protect assets

Uncertainty about the year-end fate of the Bush tax cuts and unsatisfactory investment returns are driving wealthy investors to seek higher performance in alternative investments as they act aggressively to protect their assets, according to a new study by Spectrem Group.

Spectrem researchers surveyed 201 individuals with at least $25 million in net worth during June and July.

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Nichole Morford

Nichole Morford
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