Insights that Drive Marketing

Leading firms use IXI’s solutions to maximize the return on their marketing and sales efforts

Portfolio Allocation by Generation

As Americans age and (hopefully) amass increased levels of wealth over time, their investment strategies evolve.

Since understanding where a household stands on the age spectrum is valuable information for wealth managers when helping their clients develop investment strategies, we wanted to take a closer look at portfolio allocation preferences of U.S. households by generation:

Portfolio Allocation by Generation

Source: WealthComplete®

Spotlight on Affluent Millennials

For Millennials who have $1 million or more in investable assets, how are their portfolios allocated? Below we’ve taken a look at their allocation percentages and how they differ from the generation as a whole:

  • Deposits: 20.5% ( 10.5%)
  • Mutual Funds: 32.1% ( 0.5%)
  • Stocks: 33.5% ( 8.6%)
  • Bonds: 7.2% ( 2.8%)
  • Other: 6.7% ( 0.5%)


Want to learn more?
Contact your account representative or click here.

This entry was posted in Did You Know?. Bookmark the permalink. Both comments and trackbacks are currently closed.
  • TEST