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<b>Update. July 24, 2019. Swell Investing has ceased operation and is no longer accepting new email signups or investors.</b><br /><br />Swell Investing is an SEC Registered Investment Adviser based in Santa Monica, California, whose brokerage services are provided by Folio Investments, an SEC registered broker-dealer and member of the FINRA/SIPC. Swell focuses on creating investment portfolios that track companies making a purposeful impact on the world by solving global challenges. Its portfolios include businesses that tackle matters such as renewable energy, disease eradication, and healthy living.
- $50 gift for signing up through ConsumersAdvocate.org
- Choose from six thematic portfolios as well as the Impact 400 Balanced Portfolio
- Invest in high-growth companies focused on solving global challenges
- No trading fees, no price tiers, no expense ratios; just one all-inclusive fee
- Select between traditional brokerage accounts or retirement accounts
- Brokerage services provided by Folio, a registered broker-dealer and a member of the FINRA/SIPC