Personal Investment Report
SEGMENTS 
SELECTS
SELECTS
| 754,671 | Total Universe / Universe Rate | $105.00/M |
| 6 Month Recency | + $10.00/M | |
| 1 Month Recency | + $25.00/M | |
| 3 Month Recency | + $15.00/M |
DESCRIPTION
Personal Investment Report list allows marketers to target affluent consumers who made product or service purchases during the previous 30 days so they can grow their wealth and live in the lap of luxury. These consumers have a high propensity to purchase upscale goods on a recurring basis ranging from investment instruments to vacation homes. Consumers in this list are savvy stock investors, enjoy a high income, and have a personal net worth of $500,000 +. They are excellent money managers and utilize the advice of financial advisors for wealth management tips on tax planning and investing in the stock and bond markets, gold and silver markets, government treasuries, and more. They are primarily college educated individuals and hold executive or managerial positions in industries such as finance, construction, healthcare, and real estate development. They have the disposable income and wealth to buy products and services for day to day expenditures and to enjoy high-end vacations, fine dining, sports cars, health spas and other luxury items. They spare no expense when it comes to travel and entertaining guests in posh outdoor living spaces of lavish homes. This list is refreshed every 30 days and provides marketers with an ongoing source of high net worth individuals who seek solutions in growing wealth.
TOP INVESTMENT PRODUCTS:
Real Estate
Index Funds
Stocks
Bonds
Mutual Funds
Money Market Funds
These wealthy consumer purchase products and services such as: lifestyle and financial magazines, condos, townhouses, recreational vehicles, collectibles, art, rare coins, rare stamps, home furnishings, computers, software, apparel, yachts, food and beverage and more.
Ideal list users include: lifestyle and money management publications, luxury travel agents, real estate investors, CPAs, attorneys, country clubs, insurance providers, auto dealerships, collectibles market, investment advisors, computer manufacturers, and continuing education providers.
PROFILE
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TOP INVESTMENT PRODUCTS Real Estate Index Funds Stocks Bonds Mutual Funds Money Market Funds
ORDERING INSTRUCTIONS
- 5,000 Name Minimum Order $0.00 Minimum Price
- 85% Net Name available on orders of 40,000 or more ($10.00/M Run Charge)
- Exchange is not available
- Broker Commission 20% on base
- Agency Commission 15% on base
- Reuse is available on orders of 90
- Cancellation fee at $100.00/F
SELECTS
| $10+ | $5.00/M |
| $100+ | $20.00/M |
| $25+ | $10.00/M |
| $50+ | $15.00/M |
| Age | $8.00/M |
| Credit Card Buyers | $10.00/M |
| Date of Birth | $15.00/M |
| Dollar Amount | $10.00/M |
| Ethnic/Ethnicity | $25.00/M |
| Gender/Sex | $5.00/M |
| Home Owner | $10.00/M |
| Income Select | $10.00/M |
| Mail Order Buyers | $10.00/M |
| Marital Status | $10.00/M |
| Presence of Child | $10.00/M |
| SCF | $10.00/M |
| State | $10.00/M |
| Zip | $10.00/M |
SELECTS
| Key Coding | $5.00/M |
| $100.00/F | |
| FTP | $100.00/F |
| Run Charges | $10.00/M |