Is Swell a mutual fund?

Swell's portfolios are separately managed accounts. Each thematic portfolio contains companies hand selected by our portfolio manager. When you invest in a portfolio, you are buying stock in those companies.

Additionally, in a Swell account, you have a greater level of customization: If you see a name that you'd rather not have in your portfolio you may remove it (we allow you to remove up to 3 holdings from your portfolios). You can make changes anytime you wish. Swell investors are shareholders of the companies in their portfolios, which means that they are able to vote on shareholder resolutions and even attend annual meetings if they care to.

Was this article helpful?
1 out of 1 found this helpful
Have more questions? Submit a request
Submit a request