Swell Investing Reviews
(Rated by 14 users)
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Payment Methods
- Verified Store VERIFIED
- Free shipping: Orders $50+
- In-store pickup: Ready in 2 hours
- 30-Day Returns
- Gap Good Rewards (4 brands)
Payment Methods
- Tops: $23 - $70
- Bottoms: $27 - $70
- Outerwear: $34 - $70
- Kids: $29 - $75
Overall Rating
4.5
Base on 14 Reviews
Ratings by Feature
Ratings by Feature
- Price & Quality4.3
- Shipping & Delivery4.7
- Good Value4.5
- Return Policy4.5
- Customer Service4.4
Recent Customer Reviews (14)
Mike Southwick
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Michel Lavoie
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Penny Adams
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Edward Paniagua
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Charles Kruse
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Alfie Winter
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Raymundo Miller
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Oliver Lawrence
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Mike Westbury
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Joaquin Hopkins
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Swell Investing Pros & Cons
Pros
1
Socially Responsible Investing: Enables investors to align their portfolios with personal values by supporting companies that address environmental and social challenges.
2
Professional Management Without Algorithms: Human oversight ensures portfolios are actively managed and optimized beyond automated algorithmic decisions.
3
Diversification Across Impact Themes: Offers diversified exposure to multiple sectors focused on sustainability and social good.
4
Ease of Use: Simple interface and educational resources make it accessible for beginners.
5
Automatic Growth Features: Dividend reinvestment and quarterly rebalancing support portfolio growth and risk management.
6
Tax-Advantaged Accounts: Supports retirement planning with multiple IRA options.
7
Transparency: Provides detailed information cards on each company, helping investors understand their investments.
8
Focus on impact investing: Invests in socially responsible companies involved in green tech, clean water, renewable energy, disease eradication, and healthy living.
9
Human portfolio management: Uses a team of experts rather than just algorithms to manage and rebalance portfolios quarterly for optimized risk and return.
10
Automatic dividend reinvestment: Dividends over $1 are automatically reinvested to help grow investments over time.
11
User-friendly platform: Simple interface with clear explanations suitable for beginners; allows goal-based account recommendations and easy portfolio tracking.
12
Low minimum investment: Requires only $50 to start, making it accessible for new investors.
13
Account variety: Supports traditional brokerage accounts as well as Traditional IRA, Roth IRA, and SEP IRA options.
14
Transparency and education: Provides detailed information cards on each company invested in so users know exactly where their money goes.
CONS
1
Lacks advanced analysis tools for investors seeking in-depth market data.
2
Does not offer personal financial advisory services despite human portfolio management.
3
Limited ability to customize portfolios beyond removing a few companies.
4
Higher fees: Charges an annual fee of 0.75%, which is higher than many competitors’ fees.
5
Limited investment options: Does not offer mutual funds or exchange-traded funds (ETFs).
6
Lack of advanced analysis tools: Missing some analytical features that more experienced investors might want for deeper research or decision-making support.
7
No personal financial advisor access: Although managed by experts, users cannot consult them personally as financial advisors; the service is not fully personalized advice but guided portfolio management by professionals without algorithm-only reliance.
Swell Investing Features and Benefits
Features
Impact Investing Focus
Specializes in investing in companies contributing to socially responsible causes such as green technology, clean water, zero waste, renewable energy, disease eradication, and healthy living, with measurable positive impact and solid investment returns, enabling alignment of portfolios with personal values.
Human Portfolio Management
Uses a human team to optimize and rebalance portfolios quarterly based on risk tolerance and potential returns, providing professional oversight beyond automated algorithms.
Automatic Dividend Reinvestment
Automatically reinvests dividends over $1, helping investments grow over time without manual intervention and supporting portfolio growth.
Thematic and Impact 400 Portfolios
Offers six thematic portfolios or Impact 400 Balanced portfolio with companies meeting strong ethical standards, United Nations Sustainable Development Goals, and diversity requirements, providing diversified exposure across impact themes.
Account Types
Provides Flexible Swell brokerage accounts, Traditional IRA, Roth IRA, and SEP IRA, supporting various retirement and investment strategies with tax-advantaged options.
User-Friendly Platform
Designed for all experience levels with clear explanations, goal-based account recommendations, portfolio tracking via pie charts, ability to remove up to three companies, and educational resources, making it accessible and easy for beginners.
Security and Custody
Investments held in brokerage accounts under the investor’s name at Folio Investments (FINRA and SIPC member) with bank-level security to protect customer data.
Low Minimum Investment
Requires only $50 (or as low as $5) to start, making it accessible for new investors.
Transparency and Education
Provides detailed information cards on each company, helping investors understand their investments and know exactly where their money goes.
No Trading Commissions
No commissions on trades, with only an annual advisory fee covering portfolio management.