FAQs
Answers to the questions we hear most about investing with Blue Marble — from opening an EarthFolio account to working with a personal wealth advisor.
EarthFolio is an automated ESG portfolio service powered by Blue Marble's research framework refined since 2000. It's designed for investors who want values-aligned portfolios with no minimum requirements.
Answer a short questionnaire about your goals, time horizon, and values. EarthFolio then builds and manages a diversified, 100% ESG portfolio — automatically rebalancing and reinvesting dividends on your behalf.
No minimum — EarthFolio is accessible from any asset level. Whether you're just starting out or adding to an existing portfolio, it's built to grow with you.
Yes. Clients receive regular reporting beyond financials — carbon footprint, clean energy exposure, diversity scores, and the percentage of capital directed toward positive-impact activities.
Conventional robo-advisers treat ESG as an optional filter on standard index funds. EarthFolio applies Blue Marble's proprietary screen to every holding from the ground up — 100% ESG is the default, not a premium tier.
Yes. EarthFolio is a natural starting point, and many clients transition to full Wealth Management as their assets grow. We'll move you into a personalised advisory relationship without disrupting your investment continuity.
Blue Marble is an independent, fee-only registered investment adviser managing dedicated ESG portfolios since 2000. We manage wealth for individuals, families, and institutions who believe where their capital goes matters — without sacrificing rigour or returns.
Since 2000 — one of the longest-running dedicated ESG managers in the US. We built our proprietary screening framework before ESG became mainstream, giving clients a 25-year performance and impact track record few managers can match.
For Wealth Management, contact us and an adviser will respond within one business day. For EarthFolio, open an account online in minutes.
We charge transparent, asset-based advisory fees with no hidden commissions or referral payments. Full fee schedules — varying by service — are shared at the start of every client conversation.
Yes. Client data is protected with bank-grade encryption and multi-factor authentication. Your assets are held at an independent custodian, entirely separate from Blue Marble, and independently verifiable at any time.
We believe genuine ESG integration — not superficial labelling — produces better long-term risk-adjusted returns while directing capital toward companies with durable positive impact. Sustainability is the foundation every portfolio decision is built on.