What kind of investor are you?

Positivly is a financial personality test to better understand what truly drives you when investing.

We get to know you across four type indicators and feed the information back to you.

Purpose--invest to find a deeper sense of meaning and purpose.

Security--invest to provide physical security and peace of mind.

Touch--link investing and our desire for meaningful relationships.

Viewpoints--Invest in themes you see changing the world.

How? It's easy:

1. Take the quiz.

2. Discover your profile.

3. Receive personalized investment recommendations.

4. Invest with your broker, or we can match you to a like-minded advisor.