Your cash and securities are held in a brokerage account in your name at Folio Investments, Inc. Swell is your investment advisor; we manage your money. Swell selected Folio Institutional, an independent third party, to act as custodian to safeguard your assets and to provide clearing and execution of transactions in your account based on our instructions. Folio was founded in 2000 by a former commissioner of the Securities and Exchange Commission who is widely recognized for his advocacy on behalf of investors.
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