Swell Investing, a venture backed by the 150-year-old insurance company Pacific Life, believes in companies that want to benefit the world. Swell selects high-potential, impactful themes that focus on goals from healthcare innovation to clean tech. It attracts investors by:
- Maintaining objectivity in stock picking, especially for a robo-investor.
- Having no expense ratio.
- Multiplying money while bettering the world.
With their focus on worthy causes and flat annual fee, Swell Investing is a great option for those looking at purpose-driven investments. The only true stipulation is maintaining an account balance of over $50.
Want to learn more about Swell’s mission? Read our full review here, and access their flat 0.75% annual fee.
