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.

Discover your investment values through guided conversation
Build exclusion and inclusion criteria
Generate a professional-grade IPS document

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.

Every holding analyzed against your specific values
Research-grounded with linked sources you can verify
Board-ready reports with executive narrative

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

Sarona Global Growth FundStrong Alignment

“Invests exclusively in enterprises that create sustainable livelihoods in frontier and emerging markets, with verified impact metrics across gender lens and climate criteria.”

Verified DatabaseExplicit
Nvidia CorpMixed Alignment

“Strong financial returns but significant concerns around energy consumption of AI data centers and supply chain labor practices in semiconductor manufacturing.”

Web ResearchInferred

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.