You’ve got thoughts about where the world is heading, but what type of investorare you?
Purpose Investors want to impact the world through Socially Responsible Investing (SRI) and Environmental, Social, and Governance (ESG) like renewable energy, cleantech, and companies promoting diversity and inclusion.
Viewpoint Investors want to test their knowledge of emerging trends that are shaping the future like AI, VR, robotics, cannabis, or China- and India-based companies.
Touch Investors want to take a hands-on approach to their portfolio and build a close relationship with their advisor through frequent communications.
Security Investors want to protect their portfolio by investing in assets such as commodities, real estate, and precious metals that generate steady growth while managing risk.
Which type of investor are you? Take Positivly’s quiz because the results may surprise you…
Put Your Money Where Your Mind Is
Align Your Personal Views To Your Financial Views.
Discover Your Financial PersonalityDiscover Your Financial Happiness
This isn’t a random quiz you found on the internet. This is like an Enneagram or Myers-Briggs (MBTI) personality test for your financial life to reach a deeper level of understanding about your views on money and investing.
It’s a proven and scientifically-backed financial assessment that was developed by academics from Harvard, M.I.T., and Wharton to help you create a personalized investment portfolio tailored to your unique view of the world. And if you don’t have an advisor, we can match you to a like-minded advisor who shares your financial personality.
The world is changing fast and investing can be complex and intimidating, especially when your retirement is at stake.
Positivly will match and connect you with a like-minded financial advisor who shares your views on the world. You can meet with them, tap into their knowledge, keep their recommendations, and even if you don’t engage any further, IT’S FREE so there’s nothing to lose.
Already have an advisor? Great, get a FREE second opinion!
Positivly LLC (“Positivly”) is an SEC registered investment adviser. Registration does not imply a certain level of skill or training. Past performance is not indicative of future results. Every investment program has the potential for loss. For information about our services, please read our Form ADV Part 2A at https://adviserinfo.sec.gov/.