How do you select the companies that are included in a portfolio theme?
Swell uses a rules-based investment approach designed to identify the companies that are working to address some of today's leading social and environmental challenges. Learn more about our process on the Investment Approach page.
Swell is backed by Pacific Life
and born in California
Data and custody provided by
Market Data by
This website is operated by Swell Investing LLC, an SEC Registered Investment Adviser. Brokerage services provided to clients of Swell Investing LLC by Folio Investments, Inc., an SEC registered broker-dealer and member FINRA/SIPC. Investments: Not FDIC Insured • No Bank Guarantee • May Lose Value. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Please consider your objectives and Swell’s fees before investing. Past performance does not guarantee future results. Investment outcomes and projections are hypothetical in nature. Not an offer, solicitation of an offer, or advice to buy or sell securities in jurisdictions where Swell is not registered.