Portfolio Strategy
Wealth Management
Bespoke, actively managed
EarthFolio
Diversified, rules-based, auto-rebalanced
Invest
Invest in the world you want to own.
Self-directed or adviser-guided, every Blue Marble portfolio is 100% ESG — screened by the same research framework we have refined since 2000.
100%ESG portfolios & wealth management
2000Established in 2000
26Years serving ethical investors
Where are you on your journey?
Blue Marble serves every kind of ESG investor through two doors — a personal adviser relationship, or automated investing you run yourself.
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 screening
100%
Of holdings pass independent ESG screening
Extractive holdings
0
Extractive-industry holdings in any portfolio
ESG Investment & Impact
Returns you can measure. Impact you can read.
ESG is not a filter we apply at the end — it is the primary basis for every allocation decision. Portfolios direct capital toward companies with durable environmental, social, and governance strength, and your reporting speaks both languages: performance and impact.
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.
Accounts for every milestone.
Whichever path you choose, your accounts can follow every stage of your financial life — from first investment to legacy.
Talk to an adviser
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.
FAQs
Common Questions FAQ
Straight answers about the two ways to invest with Blue Marble. For anything specific to your situation, a conversation is the fastest route.