Illustrative only. Not actual client results. The illustration is a result of your own user inputs and does not constitute a recommendation, or an example of past results of a recommended portfolio. Investments involve risk and past performance does not guarantee future results.
Pre-packaged portfolios, funds, and ETFs often include companies you’d rather avoid – big oil, fast fashion, or tobacco – even when they claim they don’t.
Honestly empowers you to exclude industries that don’t match your values and focus on the ones that do.
We handle the research and portfolio building, keeping investing simple, so you get a portfolio that reflects what you believe in.
Choose the industries, practices, or issues you don’t want your money to support. In just a few seconds, you’ll get a custom portfolio ready for input.
See exactly which companies you’ll be investing in based on negative screening. No vague ESG scores. No surprises.
If you’d like to move forward you can do so on your own, or with the support of an expert who gets to know your goals.
Track how your investments perform, and how closely they align with what matters to you. Full transparency, clear data, total visibility.
Invest in what you believe in, without the guesswork
We can help you transfer and consolidate existing accounts from other institutions.
Monitor your financial performance and social impact whenever you'd like.
Independent advice. Professional infrastructure.
Honestly was built to make values-based investing accessible, transparent, and straightforward.
Client assets are held at Charles Schwab, so you always know your money is secure and never in our hands. We are a member of the XY Planning Network (XYPN), which connects us to a community of independent, fee-only financial advisors. Manage your portfolio online anytime, with advisor support available when you need it.
Honestly is an SEC-registered investment adviser that builds you a custom stock portfolio based on the industries and practices you want to avoid, such as fossil fuels, tobacco, or fast fashion. You set your values, see every company you’ll own, and optionally work with a personal advisor. Your money is held securely at Charles Schwab.
Yes. Honestly Financial LLC is a registered investment adviser with the SEC. Client assets are custodied at Charles Schwab, not held by Honestly itself. You can verify their registration on the SEC ADV form.
You can choose from 14+ industry categories to exclude, including fossil fuels, tobacco, weapons, fast fashion, gambling, and more.
Even if you’re new to investing, Honestly makes it easy to get started. Our advisors help you build a portfolio that fits your values — and keeps pace with your financial goals.
Custom portfolio. Total transparency. Built to perform. This is ethical investing on your terms.