Targeting Financially-Savvy, Private Investors

ALC has extensive experience in helping marketers marry trends in the financial arena with data solutions that identify the right prospects for their services. Relying on our expert advice, many financial planning and wealth management service providers have capitalized on boom times and successfully navigated through turbulent economic waters. Whichever way the economy swings, financial marketers can prevail by employing our truly accurate wealth targeting strategies.

Today's wealthy investors are hands-on personal money managers seeking smart investments and advice in numerous financial vehicles. Drawing from measurable personal financial data, ALC Wealth Window gives you access to households with over $1MM in liquid assets, in addition to many other attributes that define a prime prospect.

We accomplish this through a sophisticated financial model that identifies true high net worth individuals based strictly on investable money at hand—a more powerful way to measure a household's affluence than other ancillary wealth indicators.

Wealth Window Financial Holdings Factors Include:

• Checking and Savings Accounts
• Certificates of Deposit
• Stocks and Mutual Funds
• Other Financial Investments

Wealth Window Segments for Financial Services Marketing

5,765,900 Savvy Investors
1,712,400 Major Liquid Asset Holders
246,800 Global Investors

Targeted Financial Services Selection Data Includes:

• Conservative Investors
• Estate Planners
• Financial Planners
• Oil & Gas Investors
• Private Equity Investors
• Retirement Planning Investors
• Speculative Investors
• Stock Market Investors
• Portfolio Size from $1MM-$5MM+
• Net Worth from $1MM-$20MM+

Please contact us for financial services marketing consultation that you can take to the bank.