Your portfolio should reflect your convictions

Monorail gives you professionally managed portfolios with values-based screening and stock-level transparency — so you always know exactly where your money is going.

Two ways to invest. One standard of transparency.

Choose a professionally managed strategy or build your own portfolio. Both give you stock-level visibility into exactly what you own.

Managed Investing

Professionally managed, values-aligned portfolios

Institutional portfolio construction with ongoing oversight. You set the direction — we manage the day-to-day.

Institutional-grade research and portfolio construction
Ongoing monitoring and periodic rebalancing
Values-based screening at the individual stock level
Integrated retirement account options
Self-Directed Investing

Build your own portfolio with Clarity

Research and trade the individual stocks you choose, with real-time screening data on every security. Before you buy, see exactly how each company scores against your values.

Commission-free trading with whole and fractional shares
Real-time Impact Score screening data on every security
Research tools to evaluate companies before you buy
Manage individual positions alongside a managed portfolio

What sets Monorail apart

Built on three principles that matter

Analyzer

The Investment Analyzer shows how your current holdings align with your values — so you can see exactly what you own and what it supports.

Learning Center

Articles and guides on portfolio methodology, values-based screening, and long-term investing fundamentals.

Market Insights

Current market analysis, economic commentary, and long-term investment themes from the Monorail team.

Choose how you invest

Whether you're building a portfolio from scratch or realigning existing investments, choose the approach that fits your goals.

Managed For You

Managed Investing

Professionally managed, values-aligned portfolios with institutional construction and ongoing oversight. You set the direction, and we manage the day-to-day.

Do you know what you own?

Connect your portfolio and see how every holding scores against values-based screening criteria — with violation-level detail on every company.

Stock Trading

Trade individual stocks with real-time screening data on every company.

Retirement

Traditional and Roth IRA options with the same values-based screening and stock-level transparency.

For Advisors

Monorail for Advisors

Refer pre-minimum clients to professionally managed, biblically screened portfolios and earn a share of the advisory fee on referred assets. Built for CKA designees and BRI-aligned advisory firms.

Platform

Invest with clarity

No hidden fees. No obscure holdings. Every position in your portfolio is visible, and every screening decision is explained.

For Advisors

A platform your clients can trust

Monorail gives financial advisors a referral destination for clients who want values-aligned, professionally managed portfolios — with the institutional infrastructure and regulatory standing advisors require.

Refer clients to a SEC-registered investment adviser with $350M+ in AUM
Give clients access to professionally managed, values-screened portfolios
Track referred AUM and your firm's compensation in real time