Account information shown above is for illustrative purposes only and is presented solely to provide users with an indicative view of Swell’s digital experience. The illustration does not represent the return of any individual client. An individual's return may differ significantly from the performance shown above. In fact, the illustrative returns shown may be significantly higher than a client’s actual return. Please see the Portfolio Performance page for actual returns of the Swell portfolios.
SEE HOW WE DO IT
Impact, a market opportunity
Resources are diminishing
Our population is growing
It’s an issue of supply & demand
This presents a market opportunity and a need for innovation. Companies that are innovating stand to grow as our needs increase. We believe this is good business.
With Swell you can invest in portfolios of publicly-traded companies, innovating in high growth industries like renewable energy, clean water, disease eradication, green tech & more.
The performance shown is the actual result of an investment account held by an affiliate of Swell and assuming a 0.75% annual advisory fee. The investment account includes an equal weighting in each of Swell’s six thematic portfolios for the period between 9/30/2016 to 9/30/2018. Performance does not include Swell’s Impact 400 portfolio offering. Performance figures shown are net of fees and transaction related expenses and include reinvestment of dividends greater than $1. Past performance may not be indicative of future results.
Simple, fair pricing
IN HUMAN TERMS
0.75% annual fee
$50 minimum account value*
Getting Started? It's Simple.
SET UP YOUR ACCOUNT
Select either a traditional brokerage account or a retirement account (IRA).
PICK YOUR PORTFOLIOS
Choose from six thematic portfolios and create your Swell investment mix.
LINK YOUR BANK
Connect your bank account securely; we never store sensitive personal information.
Swell and its broker-dealer/custodian, Folio are regulated by the SEC. We follow a strict set of rules designed to protect our investors' accounts.
FINRA & SIPC
Swell's broker-dealer/custodian, Folio, is a member of FINRA and SIPC. Securities in your account are protected up to $500,000.
Data and custody provided by Folio Client
Market data by xignite
This website is operated by Swell Investing LLC, an SEC Registered Investment Adviser. 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. Friede, Gunnar, Timo Busch & Alexander Bassen. "ESG and financial performance: aggregated evidence from more than 2000 empirical studies." Journal of Sustainable Finance & Investment, vol. 5, no. 4, 15 Oct. 2015, pp 210-233. https://doi.org/10.1080/20430795.2015.1118917. "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, are not diversified, bear fees, and may vary materially in volatility. Past performance is not indicative of future results.
The Swell Impact 400 is not a market index, is not based on any market index, and does not track any market index. At inception, the Swell Impact 400 contains 400 securities; however, the number of securities may vary over time based on market conditions, corporate actions, and other factors, including eligibility factors and limitations in security selection and portfolio construction. Any reference to "Impact 400" shall mean the "Swell Impact 400."