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

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

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

Inspire Portfolio

A professionally managed portfolio built on the Inspire methodology — values-based screening with institutional-grade construction, designed for long-term growth.

Investment Analyzer

Most investors don't know what they actually own. The Investment Analyzer changes that by showing you every position, every sector exposure, and every risk factor in your portfolio.

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.

Managed For You

Patriot portfolio

The Patriot Portfolio is designed for investors who want their investments to support companies aligned with freedom, faith, and the principles that built this country.

Platform

Invest with clarity

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

For AdvisorsPlatform

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
Maintain visibility into client accounts as they grow