Monday, December 27, 2010

Retail Investor

A retail investor is a private investor who buys units/shares in a fund as part of their portfolio. Their goals may be for retirement savings, or wealth building, or saving toward a specific goal. Under the usual definition retail investors may have sizable personal savings and wealth, but do not qualify for the "high net worth individual" tier, which varies depending who defines it, but is generally $1 million or greater in financial assets. The retail market for managed funds is the largest in terms of number of direct potential and existing customers.

Synonyms: Private investor, Investor, Mom and Pop investors

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