Features

Swell Investing Overview

Swell Investing is a financial services company that specializes in impact investing, which means Swell’s portfolios focus on companies with high social and environmental impact that deal with themes such as healthcare innovation and clean tech. Swell Investing was founded in 2015, is backed by Pacific Life and is headquartered in Newport Beach, California. The company is regulated by the SEC and securities in customers’ accounts are protected up to $500,000.

Who Is Swell Investing Designed For?

Swell Investing is designed for individuals who want to invest in portfolios of stocks that align with their personal morals and values. Swell focuses on high-potential, high-impact themes that address global challenges such as clean water, green tech, renewable energy, disease eradication, healthy living and zero waste.

How Does Swell Investing Work?

With Swell Investing, investors choose from professionally-managed portfolios that are comprised of publicly-traded companies. Each portfolio comes with a fact sheet that outlines statistics, risk level, holdings, the management team and disclosures. The minimum investment is $50 and all dividends over $1 are automatically reinvested. Portfolios are rebalanced quarterly.

How Much Does Swell Investing Cost?

Swell Investing collects an all-inclusive fee on a monthly basis that equals an annual fee of 0.75%. For example, if you invest $500, Swell will cost you $3.75 per year.

How is Swell Investing Better Than Other Wealth Management Companies?

Swell Investing allows individuals to use their investing dollar to support the resolution of specific global challenges. Swell focuses on companies that have high impact and portfolios are professionally managed. The minimum investment is $50, the annual account fee is 0.75% and there are no trading fees.

  • Minimum Account
    $50
  • Management Fee
    Up to 0.75%
  • Fee Based
  • Accounts Supported
    • Individual Non-retirement Accounts.
    • Joint Non-retirement Accounts.
    • Rollover IRA
    • Roth IRA
    • SEP IRA
    • Traditional IRA
  • Software Managed
Brokerage services provided to clients of Swell Investing LLC by Folio Investments, Inc., an SEC registered broker-dealer and member FINRA/SIPC. Investments: Not FDIC Insured • No Bank Guarantee • May Lose Value. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Please consider your objectives and Swell’s fees before investing. Past performance does not guarantee future results. Investment outcomes and projections are hypothetical in nature. Not an offer, solicitation of an offer, or advice to buy or sell securities in jurisdictions where Swell is not registered.
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