Phoenix AMS Program Catalog 2007-08

View the Phoenix AMS Program Catalog

U.S. States - Percentage of Millionare Households to Total Household Population

View the Phoenix AMS Tracking Study - Canada Prospectus

The Phoenix Affluent Marketing Service (AMS) represents the next generation syndicated market research program in the U.S. wealth management and affluent markets. AMS tracks market trends, behaviors, segment size, attitudes, and product and service purchase intentions in these markets, as well as related travel and leisure, luxury product, and philanthropy markets.

Affluent Households Represent 1
out of every 5 U.S. Households
(Click to Enlarge)

AMS is the largest-scale syndicated research program of its kind in the affluent market. AMS is a continuous-tracking, online research program, completing over 1,000 interviews among affluent households ($250,000 or more in investable assets and/or $150,000 or more income) and 150 among near affluent households, every other month (annual sample = over 7,000). AMS subscribers can insert proprietary questions to the survey throughout the year.

Some of the segments we cover in the AMS program include:

AMS Content Highlights

Travel, Leisure & Entertainment

  • Luxury lifestyle Travel and Leisure
  • Motivations and attitudes of affluent travelers
  • How affluent travelers think about, define and purchase leisure travel products and services
  • Hotels, resort timeshare, cruise lines, airlines, travel destinations, frequent flyer and guest programs, leisure activities

Financial Services

  • Detailed demographics
  • Market Sizing
  • Product ownership, balances, buying propensity
  • Household events in past year
  • Sources of wealth
  • Orientation toward advice
  • Attitudes and values toward investing and wealth
  • Detailed data on primary provider, primary advisor, credit card and debit card providers

Automotive

  • Brands owned and likely to purchase/lease in next 6 months
  • Number vehicles owned and year
  • How purchased or financed
  • Attitudes toward luxury vehicles and driving

For more information contact David Thompson at
860-653-1720 or David.Thompson@phoenixmi.com

Number of Affluent Households Soars

Summary of Deliverables

Market Summary Reports: Comprehensive coverage of attitudes, behaviors and lifestyle, including key brands. The report is issued twice per year, and includes a rolling 3-period 6-month trend-line for most data.

Market Sizing Report: Estimates number of affluent households by segment, by MSA and region. Issued once per year

Card Report: Comprehensive coverage of credit and debit card ownership, usage, purchase propensities, and attitudes.

Affluent Lifestyle Supplements: Smaller reports that summarize key attitudinal trends and affluent lifestyle behaviors. Issued about four times per year.

Newsletter: Monthly newsletter ”Affluent Market Watch”

On-site Workshop: Subscribers to AMS are entitled to an onsite presentation of key AMS findings and discussion of opportunities.