Trivium Purpose Profile · Trivium Asset Management Partners

Trivium

Purpose Profile

Most portfolios are built around what you can tolerate.
Yours should be built around what you're trying to accomplish.

38 questions · ~9 minutes · No login required · Results are shared with a Trivium advisor

Securities offered through Arkadios Capital, member FINRA/SIPC. Advisory Services offered through Arkadios Wealth Advisors. Trivium Asset Management Partners, LLC and Arkadios are not affiliated through any ownership.

Before You Begin

Who is completing
this assessment?

Registered Advisor

I'm a registered investment advisor or broker-dealer completing this with or on behalf of a client. I'll retain the session record for compliance.

Individual Investor

I'm completing this for my own planning. I understand I should review results with a qualified advisor before taking any investment action.

What This Tool Does

The Trivium Purpose Profile helps you identify the purpose of your portfolio across three dimensions: Stability, Liquidity, and Return. It produces a purpose profile that describes where you fall on the Stability–Liquidity–Return spectrum — a starting point for a conversation with your advisor, not an investment plan.

What You Should Know

Not investment advice. Output is educational and illustrative — not a recommendation to buy or sell any security.
Accredited investor questions (Q7–Q9) are for screening purposes only. Self-attestation is not independent verification under SEC Regulation D Rule 506(c).
Suitability. Questions are designed to support a FINRA Rule 2111 suitability analysis when used with a registered advisor. This tool alone does not satisfy that requirement.
Registered advisors should retain the session export for recordkeeping under FINRA Rule 4512 and update annually per FINRA Rule 2090.

How Your Information Is Handled

Your responses are transmitted to Trivium. When you finish the assessment, your answers — including the financial information you provide, such as income, net worth, tax rate, and accredited-investor attestations — are sent to Trivium Asset Management Partners over an encrypted connection.
Your results are emailed to a Trivium advisor. A PDF of your Purpose Profile is generated and sent to the Trivium advisory team, and the same file is downloaded to your device.
The file is not kept on our server. It is deleted once it has been sent. It is then retained in Trivium's email and compliance archiving systems in line with Trivium's recordkeeping obligations under FINRA Rule 4512.
Nothing is stored in your browser. This tool sets no cookies and keeps no local record. Closing the tab ends the session.

I understand that the Trivium Purpose Profile is an educational planning tool only, that output does not constitute investment advice, and that I should review results with a qualified registered advisor before taking any investment action.

I consent to my responses, including the financial information I provide, being transmitted to Trivium Asset Management Partners and sent to a Trivium advisor as described above.

Before We Begin

Account Context

What kind of account is this assessment being completed for? This is a logistics question — it doesn’t affect your purpose or risk profile, but it gives your advisor the right context for portfolio recommendations.

⚠ Joint account note: For joint accounts, both account holders should be in agreement on the responses entered. One party completing this assessment without the other’s input may not accurately reflect the joint purpose profile. Consider completing this together or having the advisor facilitate.

Select an option above to continue

Trivium

Analyzing your purpose...

One More Step

Your Risk Tolerance

Based on how you described your reactions to volatility, loss, and uncertainty, the Trivium Purpose Profile calculates your risk tolerance as:

Derived Risk Tolerance

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Does this match how you see yourself as an investor?

Both your derived and self-reported profiles will be shown in your results.

Session —

Completed —

Trivium Purpose Profile v7

Your Purpose Profile

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Stability

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Liquidity

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Return

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Borderline Profile

Your Profile Summary

Your Risk Profile

The Trivium Purpose Profile measures risk across two dimensions — your psychological tolerance for volatility and loss, and your financial capacity to absorb it. Both matter. The gap, if any, is meaningful information for your advisor.

Tolerance — Derived

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score —

From your behavioral responses

Tolerance — Self-Reported

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Your self-perception as an investor

Risk Capacity

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score —

From your financial profile

⚠ Derived vs. Self-Reported Tolerance

⚠ Tolerance vs. Capacity

Operative Profile for Suitability Discussion

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Important: Risk Tolerance is self-reported and reflects current psychological state — not predicted future behavior. Risk Capacity is computed from self-reported financial information that has not been independently verified. Neither value constitutes a suitability determination under FINRA Rule 2111 or a best interest recommendation under SEC Regulation Best Interest. Both should be reviewed and confirmed with a registered advisor before any portfolio decisions.

Investment Access Profile

All ten archetypes and their zone boundaries. Yours is highlighted on the map. Switch between an interactive map and a card grid below.

View:

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Drag the point to explore other archetypes.

Full Response Record

Your complete responses to the Trivium Purpose Profile questionnaire. This record is saved with your session for compliance documentation under FINRA Rule 4512.

Methodology: v1.0 · Session: — · —

Keep This Current

Update this assessment annually or when your financial situation changes materially. Under FINRA Rule 2090, outdated KYC information can lead to unsuitable recommendations.

Triggers:Annual review·Income change ±25%·Net worth change ±25%·Job or retirement change·Change in dependents·New tax status

Ready to build yours?

A Trivium advisor already knows your profile before the first call. No cold start. No generic questionnaire to repeat.

FREE · NO LOGIN · EDUCATIONAL ONLY

Disclosure: Your responses and this profile have been transmitted to Trivium Asset Management Partners and sent to a Trivium advisor, as consented to at the start of this assessment. The Trivium Purpose Profile is an educational portfolio purpose tool. Output is illustrative only and does not constitute investment advice, a suitability determination under FINRA Rule 2111, or a best interest recommendation under SEC Regulation Best Interest. Accredited investor status is based on self-attestation and has not been independently verified — verification is required before accessing Regulation D securities under SEC Rule 506(c). Applicable rules: FINRA 2090, 2111, 4512; SEC Reg BI (17 CFR 240.15l-1); SEC Regulation D Rule 501.

Trivium Asset Management Partners · Texas