Nobody Knows You Better Than You
You’ve got thoughts about where the world is heading, but what type of investor are you?
Purpose
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
Security Investors want to protect their portfolio by investing in commodities, real estate, and precious metals that show steady growth without much risk.
Touch
Touch Investors want to take a hands-on approach to their portfolio and build a close relationship with their advisor through frequent communications.
Viewpoints
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.