Align your financial views and your personal views with
Positivly’s Financial Personality Assessment.
Three minutes is all it takes to
Discover Your Financial Happiness.
You’ve got thoughts about where the world is heading, but what type of investor are you?
Purpose Investors seek to have a positive impact on the world through Socially Responsible Investing (SRI), a focus on Environmental, Social, and Governance (ESG), and diversity and inclusion.
Security Investors want to protect their portfolio by investing in commodities, real estate, and precious metals that show steady growth without much risk.
Touch Investors want to take a hands-on approach to their portfolio and build a close relationship with their advisor through frequent communications.
Viewpoint Investors want to test their knowledge of emerging trends that are shaping the future like AI, VR, robotics, cannabis, or even China and India-based companies.