Coloradans with $100,000 to 
invest are bullish, confident

A poll of Colorado capitalists with $100,000 to invest shows nearly 90 percent are confident about state and local economies, while budget deficits top their list of concerns.

The poll conducted by Morgan Stanley Wealth Management shows high net worth investors in Colorado with at least $100,000 to invest are confident they will achieve their long-term financial goals.

“It’s easy to see why Colorado investors are confident about the state and local economy,” said Matthew H. Rosenberg of RoseCap Investment Advisors. “New technologies have made it possible for business owners to successfully operate in places where they can live balanced lifestyles as well. Colorado offers an outstanding quality of life, so I would expect many more businesses to relocate here in pursuit of a better work-life balance for employees and owners.”

RoseCap Investment, 244 N. 7th Street, Suite E, is not affiliated with Morgan Stanley.

In the view of Colorado high net worth investors, the top investment sector for the coming year is technology, followed by energy, real estate, pharmaceuticals, bio-technology and communications, Morgan Stanley reported.

“Exposure to alternative investments is important to portfolios for both return and diversification. The challenge for many retail investors is obtaining the correct amount of exposure without paying egregious fees in the process,” Rosenberg said.

Pharmaceuticals and bio-technology are regarded less positively by Colorado investors than their counterparts nationally, according to Morgan Stanley.

About half the high net worth investors polled invested in fossil fuels during the past 36 months, while 24 percent invested in alternative or renewable energy companies and 21 percent chose Colorado-based energy companies.

During the next three years, 38 percent of the same group plans to invest in oil and gas, 27 percent in alternative or renewable energy companies and 25 percent in Colorado-based energy companies, according to the poll.

“Confidence tends to be a lagging indicator,” Rosenberg said. “Last year was an outstanding year for U.S. equities, so naturally, investor confidence is high. However, this generally does not provide information about what to expect from U.S. equities in 2014.”

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