SOURCE: Navigator Financial Partners

Navigator Financial Partners

March 09, 2010 09:00 ET

Survey Reveals Americans Hopeful for Stock Market in 2010, but Not Anxious to Invest

Navigator Financial Partners Notes 69 Percent of Respondents Say They Are Looking to Alternative Investments

URBANDALE, IA--(Marketwire - March 9, 2010) -  Navigator Financial Partners (NFP), a leading wealth management firm catering to high-net worth individuals, announced today a new study that shows individuals have high hopes for the U.S. stock market in 2010 yet are keeping their options open to better diversify their portfolios for long-term profits. The study was conducted by NFP during the week of February 15, 2010, to learn about views on investing in 2010. From a pool of more than 100 respondents, 69 percent of individuals are considering investing in alternative investments even though 43 percent of the same group feels the traditional options like the stock market will improve in 2010. While these results underscore Americans need to explore all their options, the majority (55 percent) of them do not know what those other options are besides the stock market and more traditional investment means.

"The survey shows Americans still desire to invest, but are interested in applying new mediums to do so based on the uneasy feelings the economy and stock market left them dealing with," said Jason Wiltse, Principal and Investment Executive of NFP. "Many people's investments were affected by our economic downturn and that is why our main objective at NFP is to help individuals become aware of smart traditional and alternative investments to better diversify their portfolios in order to reach their financial goals."

Institutions and high-net worth families have used non-market correlating assets for decades to help diversify and reduce the volatility of their portfolios. NFP assists its retail clients in achieving the same type of success by adding hard-asset investments to more traditional portfolios. Real estate, for example, is an asset class that many individuals turn to, but retail investors are often left wondering how they can share in the potential benefits of owning real estate while still maintaining a diversified portfolio. As the financial landscape continues to evolve, NFP has made a commitment to its clients to help them seek opportunities both in the market and through more alternative investment structures.

Additional survey questions/results include:

Which of the following statements most accurately describes your feelings about the U.S. stock market in 2010:

  • Things will get better -- 42.9%
  • Things will get worse -- 13.3%
  • Things will stay the same -- 33.3%
  • I don't know -- 10.5%

What statement best describes your feelings about your investment portfolio in 2010?

  • I won't make money -- 8.2%
  • I will lose money -- 1.0%
  • I will make money -- 71.4%
  • I don't know -- 19.4%

Which statement best describes your investment activity in 2010?

  • I have not invested and do not plan to -- 3.1%
  • I have before, but no longer invest -- 7.2%
  • I plan to increase it -- 37.1%
  • I plan to decrease it -- 2.1%
  • I do not plan to change it -- 50.5%

Will you give consideration to alternative investments in 2010?

  • Yes -- 69.1%
  • No -- 30.9%

Have you ever invested in an alternative investment?

  • Yes -- 35.1%
  • No -- 64.9%

What statement best describes your alternative investment activity in 2010?

  • I plan to invest more -- 25.1%
  • I plan to invest less -- 8.3%
  • I plan to invest the same -- 19.4%
  • I don't know -- 47.2%

About Navigator Financial Partners:
Navigator Financial Partners (NFP) is a leading wealth management firm catering to high-net worth individuals. Based in Urbandale, Iowa, NFP serves clients throughout the U.S. They have earned a reputation for the highest level of personal service within their industry by assisting clients in all aspects of their financial lives. Specializing in traditional and alternative investments, NFP allows clients to have financial stability and security that provides financial independence. For more information, visit Securities offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS). Member FINRA/SIPC. Navigator Financial Partners is independent of BFCFS.

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