Swell is Changing Investing for Good

By a News Reporter-Staff News Editor at Investment Weekly News -- "Ever heard of a company in the finance sector who gives away 20% of their revenue to charity?" asks Dave Fanger, Managing Director of Swell Investing LLC (Swell). "We're leading the way for sure, but we see every day how the world is becoming more conscientious about corporate responsibility. We didn't see any investment models that matched this new mindset and yet could still deliver return expectations consistent with the stock market. So we created them."

Swell is an innovative, new approach to the financial investment sector. Swell is a research company founded on the belief that you can do well for yourself and do good for those in need at the same time. Swell does this by creating "cause-driven" investment models that you can use to earn both a return for you and for your cause.

"While creating Swell, we really took a deep dive into the stats on corporate giving," says Liam Monaghan, Managing Director of Swell. "Being investment guys by trade, we really started to geek out on all the data. We found that investors can get a market-driven return while making a difference in the world. That's the big idea behind Swell."

Each investment model is designed to move with the U.S. stock market and support a cause at the same time. Swell does this by creating models that consist only of shares in the top publicly traded companies whose corporate foundations champion the same causes. Swell partnered with Motif Investing, Inc., an innovative brokerage platform which allows you to easily and cost-effectively invest in each model.

There are currently four cause-based Swell investment models available through Motif Investing: Improve Education, Fight Cancer, End Poverty and Uphold Human Rights, with more being developed.

When you invest or rebalance your investment model, Swell gets a minimum royalty of $1 from Motif Investing. From that revenue Swell gives 20¢ out of every $1 to the causes their models support*. Swell gives from their money, not the investors'. Currently Swell gives to Jumpstart for Young Children, Inc. (Improve Education), The American Association of People with Disabilities (Uphold Human Rights), and Susan G. Komen for the Cure (Fight Cancer).

Design elements for the brand, created by ad agency 180LA, include swellinvesting.com and a series of images and animations that represent turning your money into something. The name itself is a nod to growth and goodness.

Follow Swell at facebook.com/swellinvesting and @SwellInvesting. About Swell Investing LLC Swell Investing LLC is an independent research provider. Swell is not a financial services firm and therefore is not registered as an investment adviser or broker-dealer with the SEC or any other regulatory agency. Swell is backed by Pacific Life Insurance Company.

Keywords for this news article include: Swell Investing LLC, Finance and Investment, Investment and Finance.

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