Stop settling for “ethical” funds that hide dirty secrets. Tell us which industries to blacklist – like fossil fuels, weapons, or tobacco – and we’ll build you a transparent portfolio of individual stocks. No vague scores. No black boxes. Just a strategy you can finally see through.
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.
The problem is, most “ethical” funds don’t care.
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.
Select from 14+ industries and practices – like fossil fuels, tobacco, gambling, etc – you want to keep out of your portfolio.
Use our portfolio builder to get a diversified portfolio of individual stocks with every single holding visible. No black boxes. No hidden positions.
When you're ready, your investments are held at Charles Schwab in your own account.
| Honestly | ESG Funds & ETFs | Financial Advisors | Robo-Advisors | |
|---|---|---|---|---|
| Values you control | ||||
| Transparent holdings | ||||
| Personalisation | ||||
| All-in simple pricing | ||||
| Built around your beliefs |
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
If you invest $10,000, your annual fee is $100.
That covers everything: your custom portfolio, your advisor, full transparency, and ongoing optimisation.
Your fee only changes as your account grows. When you win, we win.
You get the freedom of a modern platform with the security of a name you already trust.
Your investments are held in your own account at Charles Schwab, one of the largest and most trusted custodians in the world.
One fee: 1% of your assets per year. On a $10,000 portfolio, that’s $100 annually. That covers your custom portfolio, ongoing rebalancing, a personal financial advisor, and full portfolio monitoring. No setup fees, no trading commissions, no exit fees.
Your investments are held in your own account at Charles Schwab, a large and well established financial custodian in the US, with trillions in client assets. Honestly never holds your money directly. You open an account in your name at Schwab, and Honestly manages it on your behalf as your registered investment adviser.
Yes. Honestly Financial LLC is a registered investment adviser with the US Securities and Exchange Commission (SEC). As an SEC-registered RIA, Honestly’s advisors are legally held to a fiduciary standard, meaning they are required to act in your best interest at all times, not earn commissions or push products. Honestly is also a member of XYPN, a network of 2,100+ independent, fee-only financial advisors. You can verify the SEC registration directly at adviserinfo.sec.gov.
Yes. Honestly uses hard exclusions, not tilts or underweights. If you exclude fossil fuels, no oil and gas companies appear in your portfolio at all. You choose from 14+ industry categories and anything you flag is completely removed before your portfolio is built.
You can currently exclude 14+ categories including fossil fuels, tobacco, weapons and defence, fast fashion, gambling, alcohol, animal testing, private prisons, and more. You choose as many or as few as you like.
Excluding certain industries concentrates your portfolio differently but it doesn’t automatically reduce performance. Many excluded sectors (like tobacco or coal) have underperformed the broader market over recent decades. Your portfolio is still built to be diversified across the remaining sectors.
The portfolio builder lets you review every individual holding after your exclusions are applied. If there’s a specific company you want removed, you can flag it before you invest.
ETFs with ethical labels still bundle you with their definition of clean – not yours. Many “fossil-free” ETFs still hold companies involved in natural gas, pipeline infrastructure, or related industries. With Honestly, you define the exclusion criteria and see every resulting holding by name, with no bundling or ambiguity.
Honestly can help you transfer existing accounts from other brokerages or investment platforms. Your personal advisor will walk you through the transfer process and flag any tax considerations specific to your situation before anything moves.
No. There is no minimum investment required to open an account or build a portfolio with Honestly. Whether you’re starting with $500 or $500,000, the process is the same: set your exclusions, review your custom portfolio, and invest when you’re ready. The 1% annual fee scales with your balance, so there’s no threshold you need to hit before it makes sense.
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. Strong returns.This is ethical investing without compromise.
