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.
explore our portfolios
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
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.