You shouldn’t have to choose between a solid return and a clean conscience. Our team will work with you to build a custom portfolio that excludes exactly what you don’t support, no exceptions. You see every holding, and a personal advisor handles the heavy lifting. Finally, you can invest with your eyes wide open.
Start by building a free portfolio and contact with us. It takes under 60 seconds.
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.
You know what you want to avoid, but “sustainable” funds rarely let you look inside. Instead, you get robo-advisors that sideline your values or traditional advisors who nod along before putting you in the same fund as everyone else. Even “green” funds hide oil and weapons behind vague, complicated scores.
You shouldn’t have to compromise. That’s why we built Honestly. We don’t just give you a product; we give you a partner. You pick the industries to exclude, you see every single stock, and we provide the expert strategy to grow your wealth on your terms.
Because where your money goes matters as much as how it grows.
Choose from 14+ categories like tobacco or oil. We build your investing strategy around the industries you blacklist.
Forget vague funds. Instantly get a diversified portfolio where every holding is 100% visible. No black boxes, no surprises.
Talk to a personal financial advisor who respects your rules. Real human support to help you invest with total confidence.
| Honestly | ESG Funds & ETFs | Financial Advisors | Robo-Advisors | |
|---|---|---|---|---|
| Custom portfolio based on your personal values | ||||
| See every company you invest in | ||||
| Full control over where your money goes | ||||
| Simple, values-first experience | ||||
| Transparent, 1% flat fee |
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.
Yes. Honestly Financial LLC is an SEC-registered investment adviser, which means its advisors are legally required to act in your best interest. They are also part of XYPN (XY Planning Network), a community of 2,100+ independent, fee-only advisors.
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, you get the same custom portfolio, the same transparency, and the same personal advisor. You can start by contacting us today, it’s quick and requires no commitment.
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.
