Swell Investing is launching ‘Swell for Advisors’, giving financial advisers access to the firm’s impact investing offering.
Through Swell’s partnership with Folio Institutional, clients of the more than 450 firms on the Folio Institutional platform now have access to Swell’s thematic portfolios.
Advisers on the Folio Institutional platform access Swell’s portfolios through Model Manager Exchange (MMX), a marketplace enabling licensing of hundreds of equity, mutual fund, and ETF models from third-party managers. MMX helps advisor expand the range of portfolio models that they can offer clients.
“Our mission at Swell is to ensure every dollar invested has a positive impact on the world. Offering Swell to advisors through Folio’s platform greatly expands access to impact investing,” says Dave Fanger, CEO and Founder of Swell Investing. “This partnership with Folio Institutional is just the beginning. We’re looking forward to continuing our work with the advisor community as investors across generations demand transparent, ethical investing options that don’t sacrifice returns.”