Frequently Asked Questions

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.