Better Understanding, Better Outcomes
Four dominant traits define every client’s financial personality. By learning what drives their decisions and what they care about, you can create personalized portfolios and happier clients.
Purpose Investors want to have a positive impact on the world through ethical and Socially Responsible Investing (SRI) as well as Environmental, Social, and Governance (ESG) companies.
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 have a strong desire for meaningful relationships. Touch is all about the how, why and what of relationships interacting with investors.
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.
Plan For Growth With Positivly