Swell Investing Review
Updated March 19, 2024

Swell Investing Review 2024


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Want to invest in companies that are solving global challenges like renewable energy, clean water, and disease eradication?  Then Swell Investing may be just the investing platform for you.

Swell Investing lets conscious investors allocate their funds among six socially-responsible portfolios: Renewable Energy, Green Tech, Disease Eradication, Clean Water, Zero Waste, and Healthy Living.  Intrigued?  Read on.

What Exactly Is Swell Investing?

Swell Investing is a new online investing platform that aims to deliver profit as well as purpose.  They do the heavy lifting to identify companies that are both making an impact in the world and poised for growth so that anyone can invest in them.

What We Love About Swell Investing

As Swell Investing users ourselves, we’ve gotten to know a lot about them, and we couldn’t be more impressed! Below we have described what we like best about Swell Investing and why we invest with them.

Swell Combines Investing Expertise With a Deep Passion for Impact.

Swell Investing analyzes global mega-trends to identify themes that offer high impact and potentially high returns.

Each portfolio is constructed with two important factors in mind—impact and performance—as Swell blends financial analysis with its proprietary Engaged Impact Criteria.

Swell starts by screening each company for a commitment to positive impact across multiple areas of business.

Then they research each company to determine how it derives revenue, making sure it actively delivers impact to the world.  Finally, they analyze each company’s financial health and stock valuation.

We opened our Swell account with $500 and divided our investment equally among companies in Green Tech, Zero Waste, Clean Water, Renewable Energy, Healthy Living, and Disease Eradication.

Swell Investing Portfolio

Swell Optimizes Your Portfolio.

Swell Investing uses its institutional investing experience to determine company weightings and monitor ongoing performance.  They optimize each portfolio for risk and expected returns.

Your portfolio is also rebalanced on a quarterly basis such that any companies that aren’t delivering based on Swell’s strict criteria are removed.

And whatever they’re doing behind the scenes, it’s working!  Our Swell portfolio is up 5.35% since I first invested!

Swell Investing Performance

Ready to Start Investing in Progress?

So are you ready to get started investing for profit and impact?  Then click here to head on over to Swell Investing and open your account!

I have a financial relationship with Swell Investing LLC and will be compensated if consumers apply for an account and/or fund an account with Swell through links in my content. However, the analysis and opinions expressed here are my own.


Logan Allec, CPA

Logan is a practicing CPA and founder of Choice Tax Relief and Money Done Right. After spending nearly a decade in the corporate world helping big businesses save money, he launched his blog with the goal of helping everyday Americans earn, save, and invest more money. Learn more about Logan.

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