Investment Management

OUR MOTTO

Focus on the things that you can control

  • How much you can save

  • The amount of risk you’re comfortable taking on

  • The amount of time you want to be invested in the market for

  • Fees: Focusing on low-cost funds that don’t erode your return

Investing based on evidence; not emotions, greed, or hype

Investing at times can seem simple, but history tells us that over longer periods, it never is.  Too many people make their investment decisions based on what’s popular today, only to see those gains evaporate when the market cycle changes.  

That’s why at Swell, we’re here to help you make consistent, measurable progress toward your goals. 

Our Investment Approach

Our philosophy does not involve trying to beat or time the market. Instead, we are long-term investors, focused on letting the Markets work for us.  Our goal is to help you achieve the after-tax, risk-adjusted returns necessary to reach your financial goals. 

Our process starts with gaining a clear understanding of what you’re investing for and how you feel about risk. From there, we’ll tailor an investment strategy specific to your goals, objectives, and risk tolerance using a globally diversified mix of stocks and bonds. Then we will diligently monitor and rebalance your holdings, all while keeping you updated and informed.

As a fee-only, independent advisory firm, there is no incentive for us to recommend one product or fund company over another.  Rather we’re agnostic and completely neutral.  And because of that, this gives us the freedom to utilize some of the largest, most trusted names in the financial industry to build out tailored investment strategies for our clients. 

 Can Swell Financial help you achieve your goals? 

Contact us to schedule a complimentary, no-pressure initial consultation.