Managed Investing
managed portfolios
Institutional portfolio construction and values-based screening with ongoing professional oversight — so you can pursue long-term growth without managing the day-to-day.
Results
Built on institutional methodology
Monorail's managed portfolios are built using a repeatable, research-driven process. Each portfolio is constructed to reflect your stated values and financial objectives, diversified to manage risk, and monitored by investment professionals who rebalance as markets change.
Every holding is screened at the individual company level. Every position is visible. Every decision is explained.
$350M+
under management
Stock-level screening on every holding
5 min
application process
Options
Our Managed Portfolios
Disciplined management and stock-level transparency. Choose the portfolio that matches your conviction framework.
Growth
Inspire portfolio
Built on the same biblically responsible investing (BRI) methodology behind Inspire ETFs. The Inspire Portfolio applies Inspire's proprietary screening to every holding, with diversified exposure across sectors and disciplined risk management. Designed for investors who want long-term growth with consistent values alignment — managed by professionals, not by you.
Growth
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.
Our Process
How managed investing works
It takes a few minutes to get started. From there, our team manages the portfolio — you maintain full visibility.
Define objectives and preferences
We start with your financial goals, time horizon, risk tolerance, and stated values. These inputs define your target allocation and the screening criteria applied to your portfolio.
Open account and fund or transfer assets
Create your account and fund it directly or transfer an existing brokerage or retirement account. Guided onboarding walks you through each step.
Portfolio construction and approval
We construct a diversified portfolio using institutional research and values-based screening at the individual stock level. You review the proposed allocation before it goes live.
Ongoing monitoring and rebalancing
Your portfolio is monitored continuously and rebalanced to maintain target allocations and values alignment. Regular reporting and stock-level visibility mean you always know exactly what you own.
Compare
Managed vs self-directed
Find the path that fits your style.
Managed investing
Professional oversight and peace of mind
Portfolio management
Professional
Rebalancing and adjustments
Automatic
Time commitment required
Minimal
Investment options available
Curated
Designed for investors who want professional oversight
Values-aligned portfolio options with stock-level screening
Ongoing monitoring and rebalancing by investment professionals
A fraction of the cost of a traditional financial advisor
Self-directed investing
Control and flexibility for active investors
Portfolio management
You Manage
Rebalancing and adjustments
Manual
Time commitment required
Significant
Investment options available
Individual stocks and ETFs
Designed for active investors who want direct control
Trade individual stocks and ETFs
Full control over every position
Real-time screening data on every company
Ready to start
Open your account in minutes and let our team handle the rest.