Swell Review > Micro-savings

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​Swell Review


What is Swell & how does it work?

Swell is an impact investing platform that helps you invest in high-growth companies solving global challenges.
  • Resources are diminishing
  • Our world population is growing
  • This is an issue of supply & demand

​Companies that are innovating stand to grow as our needs increase. Swell believes this is good business. Invest in portfolios of publicly-traded companies, innovating in high growth industries like renewable energy or disease eradication. As a Swell investor, you actually own shares of the companies in their portfolios, so you’re part of the solution.

How does Swell investing platform work?
  1. Build your own mix of high-growth, impact companies across Swell’s offerings.
  2. Monitor your investments’ progress on their easy-to-use online platform.
  3. Watch as Swell helps you save for retirement, new car, or your new house.

​Portfolios
Choose to invest in any combination of themes, based on your financial and impact goals. Invest in one or all six — allocate however you’d like.​
  • Green tech
  • Clean Water
  • Zero Waste
  • Renewable Energy
  • Healthy Living
  • Disease Eradication 

​Swell Fees & Features
Minimum Investment
$50
Swell Fees
.75% Annual Fee
​Accounts Available
Investment Account, Taxable, SEP IRA, Traditional IRA, Roth IRA
Mobile Access
Yes on internet but no apps currently​
Website Access
YES
​Promotion
None
Swell Summary
Investors want positive returns. Swell investors want positive returns and for their investments to have a positive impact. The Swell team aims to deliver profit as well as purpose by investing in companies that are both poised for growth by addressing global, social, and environmental issues. Rest assure that Swell is a fiduciary, they have a fundamental obligation to act in the best interest of their clients. As a fiduciary, Swell owes their clients undivided loyalty and  may not engage in activity that conflicts with a client's interest without his or her consent. If you want to have an impact on this world we recommend impact investing with Swell.
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