Spectrem Group said the Spectrem Affluent Investor Index fell 4 points in June, to 7, what the Chicago research firm called "neutral terrain."
The index, which measures the investment outlook of households with investable assets of $500,000 or more, stood at 12 at the end of 2006.
Meanwhile, the Spectrem Millionaire Investor Index fell 5 points in June, to 15, where it was at the end of 2006.
Investors from both groups cited the economy as their chief concern.
In response to an open-ended question about the most serious threat to achieving their household financial goals, affluent investors in June cited: the economy (12%), political climate (8%), cost of living and inflation (8%), unemployment (7%), health-related issues (6%), and gasoline and oil prices (2%).
In March, the last time this question was asked, the economy (10%) was the biggest concern for affluent investors that were polled.
Thirteen percent of the millionaires surveyed in June said the economy (13%) was the biggest obstacle to their household financial goals, followed by health-related issues (7%).
The indexes, which were both released on Thursday, draw from 10-minute telephone interviews that are conducted monthly. The affluent investor index is based on interviews with 250 investors and the millionaire index is based on 100 interviews.
