Financial


  %Comp Index
Used one or more financial services    
past 12 months (net) 76.5% 120
Financial planner 27.9% 119
Full service broker 29.4% 186
Discount broker 7.7% 213
Online trading 11.9% 122
Other broker service 7.7% 196
Private banker 11.9% 126
Tax Consultant 41.5% 164
Importance of investing in socially responsible companies    
Very important 33.3%  
Somewhat/very important 81.6%  
Average value of investment portfolio $1,057,000  

Source: 2008 Ipsos Mendelsohn Natural History Subscriber Study. Indexes based on 2008 Mendelsohn Affluent Survey

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