Who manages Swell’s portfolios?

Unlike many online investment advisers, Swell does not use an algorithm to manage its client accounts. Swell’s portfolios are managed by our portfolio management team. Our team uses a “rules-based” investment approach designed to identify the stocks of companies that are making a positive impact. Read more about our approach here.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request
Submit a request