Reports
Expert insights and comprehensive reports for high-net-worth investors.
Long Angle: 2025 Annual Asset Allocation Study
The 2025 High-Net-Worth Asset Allocation Report by Long Angle provides a data-driven look at how members allocate capital, revealing key trends in portfolio construction, debt usage, and investment preferences. This year’s findings highlight a shared allocation approach among advisor-managed and self-managed portfolios, a strong preference for low leverage, minimal bond exposure, and a generational shift in crypto adoption.
Long Angle: 2024 Income and Spending Report
The 2024 Income and Spending Report conducted by Long Angle provides an in-depth look into the financial behaviors of members, revealing trends in income sources, spending habits, and saving strategies, with a focus on achieving financial independence and optimizing long-term wealth management.
Partner Whitepaper: Directing Indexing Insights with Frec
In collaboration with Frec, this whitepaper explores the advantages of direct indexing, highlighting how investors can leverage tax-loss harvesting, portfolio customization, and advanced technology to achieve index-like returns with enhanced tax efficiency and personalized strategies.