Accredited Investors – High Portfolio Value

These well qualified high portfolio value investors have identified themselves as being consumers of a variety of goods and services.  These are successful investors who are interested in personal money management, finance and saving, estate planning, legal tax avoidance, life insurance, college savings plans, stocks, bonds, commodities, capital preservation and much more.

These extremely affluent investors are knowledgeable in all types of financial products. These may range from mutual funds, ETFs, annuities, IRAs, CDs, real estate trusts, high yield opportunities, tax exempt & deferred financial products, commodities, futures, municipal bonds, and partnerships. Regardless of whether the investment is speculative or conservative, they are your target audience.

Suggested Usage For The Accredited High Portfolio Value Investors List:

Most consumer offers, financial services, investment opportunities, credit card offers, self improvement, insurance, automobiles, home entertainment, high-tech products and services, travel, resort property development, electronics, seminars, personal finance, catalogs, etc. In short, almost anything else high net worth families and individuals who also invest tend to need and want.

Some Fast Facts About Our High Portfolio Value Investors List:

All records are at home address.
A Special Rate Is Available to Fundraising Mailers.
Age Range of these individuals is 40 – 74.
Net Worth – $10,000,000+
Investment Portfolio Value – $5,000,000+