You already know what you believe. Your investments should too.
Most portfolios are built on financial metrics alone.
Your values get lost between you and your advisor.
You deserve to see what your money is actually doing.
Express Your Values
A guided conversation that translates what you care about into a professional Investment Policy Statement — your portfolio's constitution.
See Your Alignment
Upload your mission and holdings. Every investment is researched and understood through the lens of your values — not a generic ESG score.
More Tools Coming Soon
We're building additional tools to help you take action on your alignment insights.
What you'll see
Rich analysis, not just a number
“Invests exclusively in enterprises that create sustainable livelihoods in frontier and emerging markets, with verified impact metrics across gender lens and climate criteria.”
“Strong financial returns but significant concerns around energy consumption of AI data centers and supply chain labor practices in semiconductor manufacturing.”
How it works
Two tools, one purpose — helping you invest in alignment with what you believe.
IPS Builder
Surface your values
Through guided conversation, not abstract visioning
Set your criteria
Exclusions, inclusions, and everything in between
Define your parameters
Risk, returns, and time horizon through a values lens
Know your rights
What your advisor must do — and how to find a better one
Get your IPS
A professional document you can hand to any advisor
Alignment Analyzer
Upload your documents
Mission statement, IPS, and holdings in any format
AI classifies every holding
Public equity, ETF, private equity — each gets the right method
Deep research & grounding
Web search, database matching, and source-linked analysis
Rich narrative results
Executive summary, charts, and board-ready reports
Ask follow-up questions
Explore holdings, run what-if scenarios, get alternatives
Begin with what you believe.
Whether you're articulating your values for the first time or understanding how your current portfolio connects to your mission — start here.