Values Profile
How deep do you want to go?
Two paths. Same eleven values. Pick the depth that matches how much precision you need before we audit a portfolio for you.
11 questions · ~2 minutes
Quick survey
One per value. The fastest honest read on your profile.
- · Best for first-time visitors
- · High signal in under two minutes
- · Completed profile saved if you sign up
33 questions · ~6 minutes
Deep Dive
Three questions per value. Cross-validated — advisor-grade signal.
- · Best for advisors and clients about to invest
- · Catches contradictions the quick survey can't
- · Feeds richer mandate alignment in portfolio audits
Both modes produce a profile across the same 11 values. You can always start with Quick and upgrade to Deep Dive later — answers carry over.