About Us
Where your capital goes matters.
Blue Marble is an independent, fee-only investment adviser managing 100% ESG portfolios since 2000 — for individuals, families, and institutions who refuse to choose between their values and their returns.
Our Standard
The Blue Marble Standard
Four structural commitments that define how we work — built into every relationship, not bolted on as a marketing claim.
Fee-Only Fiduciary
No commissions. No inventory. Legally required to act in your interest at all times.
Independent RIA
Registered independently with the SEC — answerable to regulators and clients, never to a parent bank or broker.
100% ESG Portfolios
Every holding qualifies on its own merits. No carve-outs, no ESG-labelled funds masking non-compliant companies.
Third-Party Custody
Your assets are held in your name at an independent custodian — not at Blue Marble — with full independent verification.
Our Mission
Prove that rigour and responsibility belong in the same portfolio.
Blue Marble was founded on 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.
That is why every portfolio we construct is 100% ESG — no carve-outs, no legacy holdings, no token green funds inside a conventional allocation — and why we act as a fiduciary at all times, legally required to put your interest first.
Our History
A quarter-century of conviction.
From a single conviction in 2000 to 26 years of dedicated, 100% ESG portfolio management.
Our Values
Our values at Blue Marble.
Six commitments that shape every recommendation, every screen, and every client relationship.
Independence
We answer to clients, not product shelves. As a fee-only adviser we accept no commissions and carry no inventory to sell.
Transparency
Asset-based fees, disclosed conflicts, and custody you can verify independently — clarity is a feature of the relationship, not a courtesy.
Rigour
Every holding qualifies on its own merits through a multi-factor screen built on 26 years of in-house research.
Stewardship
We direct capital toward companies with durable positive impact — and report that impact alongside returns.
Alignment
Your values shape your portfolio, down to sector and company exclusions that reflect what matters to you.
Conviction
We believed in ESG before it was mainstream — and we have never treated it as a marketing layer.
Built differently, by design.
Fee-only, fiduciary, and 100% ESG since 2000 — our structure removes the conflicts that compromise most investment advice.
Fee-Only — No Commissions, Ever
We are compensated solely by client fees. We earn nothing from fund providers, receive no commissions from third parties, and carry no inventory to sell. Every recommendation reflects your interest alone.
Fiduciary at Every Step
As a registered investment adviser we are legally required to act in your interest at all times — not just at the point of sale. We disclose all fees in plain language and all conflicts in writing.
26 Years of Genuine ESG
We built our proprietary ESG screen before the label existed. Every holding must qualify independently — no ESG-labelled funds that may contain non-compliant companies, no carve-outs, no legacy positions.