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Swell is an impact investing platform that helps you invest in high-growth companies solving global challenges.

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Swell's Portfolios

Our portfolios represent baskets of publicly traded companies we believe stand to grow based on important social and environmental trends.
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Impact investing doesn’t mean sacrificing returns

Research shows that companies with high environmental and social impact have outperformed the S&P 500 for more than 25 years.
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"S&P 500" is an abbreviation for the Standard & Poor’s 500 Total Return Index, a market-value weighted index of 500 stocks chosen to reflect the risk/return characteristics of the large cap universe and one of the common benchmarks for the US stock market. The MSCI KLD 400 Social Index comprises companies with high Environmental, Social and Governance (ESG) ratings and excludes companies involved in Alcohol, Gambling, Tobacco, Military Weapons, Civilian Firearms, Nuclear Power, Adult Entertainment, and Genetically Modified Organisms (GMO). The Index aims to serve as a benchmark for investors whose objectives include owning companies with very high ESG ratings and avoiding companies that are incompatible with specific values-based criteria.Comparison to the S&P 500 Index and MSCI KLD 400 is shown for illustrative purposes only. Swell’s portfolios differ from these benchmarks in that, among other factors, Swell’s portfolios are managed, primarily comprised of small and mid cap stocks, undiversified, bear fees and may vary materially in volatility. Past performance is not indicative of future results.

Key Features

Professionally Managed Portfolios

Swell portfolios are optimized for risk and return. Plus, they’re rebalanced quarterly.

High Impact

Swell doesn’t just remove the “bad apples” – we focus on the companies having the most measurable impact.

Impact Insights

Each company has its own information card so you know exactly what you’re investing in, and why.

Automatic Dividend 
Re-investment

All dividends over $1 are automatically reinvested, so your investments keep building over time.

Pricing Details

$50
Low minimum investment
0.75%
Annual fee
(applied to investments only)
$0
No trading fees
Ready to make an impact? Start building your portfolio now.
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