Have you heard the latest in investing?
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“Robo-advisors” are all the rage for investors in 2018 – 2019.
But which one is best for you?
There is Wealthsimple that allows you to invest as much, or as little, as you want.
There is M1 Finance with no management or trading fees. (Yup, FREE)
And don’t forget Acorns, Stash, and the myriad of other options thrown at you.
All of these options can be somewhat overwhelming.
But, if you are waiting for me to tell you which one to choose…
…it ain’t gonna happen!
That is for YOU to decide
Since no two robo-advisors are created equal, you need to educate yourself on at least a few options.
But instead of scouring the World Wide Web…
…you are in luck because class is in session!
We have spent hours analyzing and reviewing numerous robo-advisors for you.
But to save you the trouble of reading an article that does not suit you…
…please, take a moment to answer the questionnaire below:
Do you want to make money while doing nothing?
Do you care about our planet?
Do you hate Ebola, Mad Cow Disease, and the Bird Flu?
Do you enjoy some high-quality H2O, on occasion?
Do you like to shame your morally-inferior friends and family?
All done? Good because that was a TEST cleverly disguised a questionnaire.
Give yourself 1-point for each question in which you answered “Yes.”
And here is what your score means:
3, 4, or 5: This may be the robo-advisor for you!
2 or below: You can stop reading now.
Today we are going to look at a robo-advisor called Swell Investing that specialized in impact investing.
But what is impact investing, anyway?
To understand the investment platform that we are covering, you need to understand impact investing.
We have heard it all before…
…you need to invest for a prosperous future.
But what about the future of our planet and fellow humans?! Impact investing addresses this concern.
Impact investing can also be called ‘sustainable investing’ or ‘socially-responsible investing.’
Call it what you want, but this investing gives you the power to create critical social changes.
Investors that seek to make such change do so by investing in companies that set a higher standard for environmental and social actions.
The best part is…
…you do not need to choose between money and creating change.
You can do both!
You can earn substantial returns on your investments and benefit people around the world.
That is precisely what Swell Investing can help you accomplish.
Swell Investing Overview
The company began with ONE simple question:
“How can we create a better investment option for people who care about where their money goes and what it supports?”
Does that sound Swell to you?
Swell Investing is an SEC-registered investment advisor created by Pacific Life.