Portfolio Strategy
Wealth Management
Bespoke, actively managed
EarthFolio
Diversified, rules-based, auto-rebalanced
Investing alignedwith your values.
For over 26 years, Blue Marble has delivered authentic ESG wealth management to individuals, families, and institutions. We align capital with people and planet, without compromise.
100%ESG portfolios & wealth management
2000Established in 2000
26Years serving ethical investors
Founded in 2000 with a single conviction: selecting companies on the strength of their environmental practices, social commitments, and governance structures is not a compromise — it is a discipline. Every portfolio we construct is 100% ESG, with no carve-outs, no legacy holdings, and no token green funds inside a conventional allocation.
We are a registered investment adviser and fiduciary, legally required to act in your interest at all times. Our ESG research draws on third-party data, direct company engagement, and 26 years of accumulated insight across full market cycles.
Where are you on your journey?
Two expressions of the same philosophy — choose the relationship that fits your assets, timeline, and level of involvement.
High-Touch Service
Personal Wealth Management
Automated Investing
Online Portolio Management
Two paths. One standard of conviction.
Both services are 100% ESG with zero compromise. The difference is the depth of the relationship.
| Feature | Wealth Management | EarthFolio |
|---|---|---|
| Portfolio Strategy | Bespoke, actively managed | Diversified, rules-based, auto-rebalanced |
| Advisory Relationship | Dedicated fiduciary adviser | Algorithm-driven, self-directed |
| Minimum Investment | High-net-worth relationships | Accessible from any asset level |
| ESG Integration | 100% ESG — no exceptions | 100% ESG — no exceptions |
| Financial Planning | Comprehensive plan included | Investment management only |
Advisory Relationship
Wealth Management
Dedicated fiduciary adviser
EarthFolio
Algorithm-driven, self-directed
Minimum Investment
Wealth Management
High-net-worth relationships
EarthFolio
Accessible from any asset level
ESG Integration
Wealth Management
100% ESG — no exceptions
EarthFolio
100% ESG — no exceptions
Financial Planning
Wealth Management
Comprehensive plan included
EarthFolio
Investment management only
ESG investing,
done with rigor.
Our process filters the investment universe through three interconnected lenses — not as a checkbox, but as the primary basis for every allocation decision.
Phase 01
Environmental Screening
You review carbon footprint data, resource efficiency scores, and clean-energy transition progress for every holding. Companies in extractive industries or without credible transition plans are filtered out before they reach your portfolio.
Phase 02
Social & Governance Analysis
You assess labour practices, supply-chain accountability, board independence, and transparency of reporting — giving you the clarity to own only companies whose values align with yours and whose governance predicts long-term resilience.
Phase 03
Portfolio Construction
You build a conviction-weighted portfolio diversified across sectors, geographies, and market caps. You set the rebalancing triggers and stay in control every time a holding's ESG profile materially changes.
Built for every stage of your financial life.
ESG principles apply at every asset level, every life stage, and every type of investor relationship.
Nest Egg
Build your foundational wealth from the very first dollar — ESG-screened, growth-oriented, built to compound.
Retirement
Sustain your lifestyle through every market cycle with income-generating, values-consistent portfolios.
Income
Generate consistent returns that reflect your values — dividends and distributions without compromise.
Life Change
Navigate inheritance, marriage, career pivots, or liquidity events with a portfolio that adapts with you.
Why Blue Marble investors stay — and refer.
Every security meets our ESG criteria independently. We do not blend ESG funds into conventional allocations and call it responsible investing. Your statement reflects your values, line by line.
As a registered investment adviser, we are legally bound to act solely in your interest. We earn no commissions, accept no payments from fund providers, and disclose all fees in plain language.
We have navigated the dot-com collapse, the 2008 financial crisis, and multiple market cycles — all while maintaining 100% ESG discipline. Long tenure is its own form of proof.
Climate & Capital
Beyond Carbon Offsets
Climate & Capital
Beyond Carbon Offsets
Read more →
Fixed Income
The Case for Green Bonds
Fixed Income
The Case for Green Bonds
Read more →
Portfolio
How We Screen Every Security
Portfolio
How We Screen Every Security
Read more →
Investing
25 Years of Full Market Cycles
Investing
25 Years of Full Market Cycles
Read more →Insights From 25 Years of ESG Investing
Research, perspectives, and data-driven stories from one of the longest-standing ESG investment practices in the country.
View AllInsights From 25 Years of ESG Investing
Research, perspectives, and data-driven stories from one of the longest-standing ESG investment practices in the country.
View AllClimate & Capital
Beyond Carbon Offsets
Climate & Capital
Beyond Carbon Offsets
Read more →Fixed Income
The Case for Green Bonds
Fixed Income
The Case for Green Bonds
Read more →Portfolio
How We Screen Every Security
Portfolio
How We Screen Every Security
Read more →Investing
25 Years of Full Market Cycles
Investing
25 Years of Full Market Cycles
Read more →Slide 1 of 4
Climate & Capital
Beyond Carbon Offsets
Climate & Capital
Beyond Carbon Offsets
Read more →Fixed Income
The Case for Green Bonds
Fixed Income
The Case for Green Bonds
Read more →Portfolio
How We Screen Every Security
Portfolio
How We Screen Every Security
Read more →Investing
25 Years of Full Market Cycles
Investing
25 Years of Full Market Cycles
Read more →