Swell Investing

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

We’re on a mission to make sure that every dollar invested has a positive impact on the world.

Key Features:
• Easily signup for a new investment account
• Choose between different account types, including Taxable Brokerage Accounts, Traditional IRAs, Roth IRAs, and SEP IRAs
• Invest, sell, and review your investments in an easy-to-use interface
• Set up customized recurring investments that fit your budget and lifestyle, so you can invest on autopilot
• Learn about your investments with portfolio deep dives and company cards that explain the purpose of each portfolio, how the companies themselves are contributing positively, and which United Nations Sustainable Development Goals they align with
• Stay up to date with weekly market insights explaining how broad economic trends affect your investments

With Swell, you always know what you’re investing in, 100% of the time. But it’s not just about what we take out, it’s about what you’re into. We think that investing should be personal and reflect your passions, so we’ve put the power in your hands to create a portfolio mix that speaks to you.

Plus, at only 0.75% annually, Swell’s fees are flat and fair. If you invest $500, Swell will only cost you $3.75 per year. That’s less than a fancy coffee.

Swell’s Portfolio Offerings:
• Impact 400 - Swell’s take on the most impactful companies across all sectors of the stock market.
• Zero Waste - Think recycling and repurposing.
• Clean Water - Think water filters and pipe repairs.
• Healthy Living - Think nutritious foods and health.
• Green Technology - Think electric cars and LED lights.
• Renewable Energy - Think wind turbines and solar panels.
• Disease Eradication - Think immunizations and research.

Not sure where to start? Choose one of our mixes based on what you’re most passionate about. Whether it’s the environment, clean and green technology, or being totally diversified–there’s an option for every investor. More into the hands-on approach? You can create a mix of your very own from our seven thematic portfolios.

With Swell, you can finally align your investments with your values.



Disclosures:
Swell Investing LLC is an SEC-registered investment adviser. Brokerage services are provided to clients of Swell Investing LLC by Folio Investments, Inc., an SEC-registered broker-dealer and member FINRA and SIPC. Investments in securities are not FDIC insured, are not guaranteed by any bank or other financial institution, and may lose value. Investing in securities involves risk of loss, including the loss of some or all invested capital. Please consider your financial objectives and Swell’s fees before investing. Past performance is not necessarily indicative of future results. Nothing in this material should be construed as investment or tax advice, or a solicitation or offer, or recommendation, to buy or sell any security. For more information please visit www.swellinvesting.com.