Portfolio Allocation by Wealth Tier

Data-driven Marketing

The amount of estimated total assets that households have has a significant effect on how they invest. Let’s take a look at the average portfolio allocation for three wealth tiers.

Pie-Chart-August-Financial-DYK-Web-Version

Source: WealthComplete®, December 2012


Highest Concentration of Deposit Type for Each Wealth Tier

Mass Market households are likely to have more deposits in savings accounts, whereas higher wealth tier households are likely to seek out higher interest deposit options.

  1. Mass Market – Savings Accounts (30.6%)
  2. Mass Affluent – Money Market Deposit Accounts (26.8%)
  3. Affluent – Money Market Deposit Accounts (37.4%)


Want to learn more?

Contact your account representative or click here.

The post Portfolio Allocation by Wealth Tier appeared first on Equifax Data-driven Marketing.

Previous Article
Ideal Car Preferences by Age and Estimated Total Household Income
Ideal Car Preferences by Age and Estimated Total Household Income

Using our Economic Cohorts framework, we decided to take a look at “ideal” car preferences based on age and...

Next Article
Generational Income Trends in Key California Regions
Generational Income Trends in Key California Regions

California is the most heavily populated state in the U.S. with over 33 million residents. The map to the ...