Whether you are exploring a values-based investment solution for the first time or looking to expand the options you offer, we would be glad to connect. Fill out the form below and our team will follow up with next steps, product details, and how Monorail can fit into your advisory approach.
Get answers about how Monorail works and what sets us apart.
The Affiliate Advisor program allows values-aligned financial advisors to refer pre-minimum clients to Monorail's professionally managed platform, earn fees on their AUM, and maintain the relationship until they're ready for full advisory service. Your profile is also presented to Monorail users in your area.
You earn a fee on the AUM of clients you refer to the platform. Revenue begins from the day your referred client funds their account and continues for as long as they invest through Monorail.
Referred clients invest through Monorail's professionally managed portfolios — the Inspire Portfolio (BRI-screened) or the Patriot Portfolio (thesis-driven, U.S. economic strength). Both include stock-level transparency, institutional-grade construction, and ongoing rebalancing.
No. The CKA designation is not required, though many of our affiliate advisors hold it. The program is designed for any financial advisor whose practice is built around values-based or biblically responsible investing principles.
Your advisor profile — including your practice details, location, and values framework — is presented to Monorail users in your geographic area who are looking for a local, values-aligned advisor. This is a unique feature of the Monorail platform that no other investing app provides.
That's the goal. When a referred client's assets reach your advisory threshold, you transition them to your full advisory service. The relationship is already established — they know your practice, share your convictions, and trust your guidance.
No. Monorail serves investors who are below typical advisory minimums. We're not competing for your clients — we're serving the people you can't take on yet and building the relationship on your behalf until they're ready.
We review each application to ensure alignment between your practice and the Monorail platform. You must be a registered investment adviser or investment adviser representative in good standing. Details are provided in the Advisor Overview document.
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