2013 Investment Assessment Survey
It is that time of year again. The students are back in school, businesses are running at full speed and I am launching my annual survey. This is the third year that I have conducted my survey and you may notice that this year I changed its name from Wealth Assessment Survey to Investment Assessment Survey. This name change reflects my business’ expansion from private clients and foundations, to endowment investment committees and professional services firms.
As a Private Investment Counselor, my sole focus is on protecting and growing client assets, while managing risk and minimizing taxes for investment and retirement portfolios. For the past two years, investors’ biggest concern has been their investment strategy. Specifically, whether they have the right people and programs in place to achieve their long-term goals (you can view past survey results here: 2010 Results and 2011 Results). With limited expectations for economic growth in the near-term, how has investor sentiment changed? What are the key factors influencing investor decision-making for 2013?
Please take my brief (8 question) Investment Assessment Survey to help you identify the factors that are most important to you in managing your investments in 2013. As always, your privacy is protected and you will be able to view consolidated results promptly. If you would like to discuss any of these factors in more detail, I would be happy to speak with you at our earliest convenience.