EP. 643

Dave Fanger

CEO + Founder of Swell Investing

October 25, 2017

Question: how do you decide what stocks or funds to buy?

For me, financial health is key. It’s an important marker, but do we care so much about a company’s social mission, really? What’s under the hood? How do they care about their employees? Are they really making an impact in the world? Are they values-driven?

Dave Fanger is dedicated to making what he calls “values-driven” investing more accessible. He’s the founder and CEO of Swell Investing. It is an innovative impact investing platform that aims to deliver profit, as well as purpose with six socially responsible investment portfolios. It’s a platform he started while working for his employer who actually helped Dave incubate the idea. This is a great story within a story, right?

We dive into the meaning of values-driven investing and how Swell Investing selects investments, but also how to convince our boss to let you incubate your big idea while working at the company. We always say, “Don’t quit your day job.” This is literally working your day job and coming up with your idea and incubating your idea at the day job. Pretty genius.

If you’d like to learn more about Dave Fanger and Swell visit www.swellinvesting.com or follow them on Twitter @davefanger.

wsjlogo-200x118
oprah
THE_VIEW-1024x576-200x131
gma-200x144
money_logo_wht-200x63
publisher_today-200x151

#1 Female Hosted Podcast

Entrepreneur_logo

Top Podcast to
Grow Your Business

Inc._magazine_logo

Best Live Podcast Recording

webby

Free Download

The So Money® Investing Blueprint

Learn Farnoosh's strategies and simple steps to invest for any goal.
No gimmicks. No crypto. Just clear, efficient strategies that create real wealth.