A complete list of active advisors currently associated with Blue Marble Investments

Warmer can help you find a great advisor at Blue Marble Investments or one who fits your needs even better.

Blue Marble Investments serves individual investors (including high‑net‑worth clients), trusts and estates, charitable organizations, and businesses with discretionary portfolio management. The firm offers its EarthFolio suite of ESG‑screened, professionally managed model portfolios through a percentage‑of‑AUM advisory fee structure, and also manages customized advisory accounts outside the EarthFolio models. The firm’s investment approach centers on EarthFolio models that invest exclusively in funds screened for environmental, social, and governance criteria and are constructed via a multi‑step process of fund universe definition, strategic asset allocation, fund selection, portfolio construction, and periodic rebalancing; model recommendations are delivered through an online investor questionnaire and EarthFolio accounts are managed on a discretionary basis with clients generally restricted to the designated model positions. For clients seeking a tailored approach, Blue Marble conducts interviews and prepares written investor profiles and may incorporate tax‑free bonds, individual equities, and institutional‑class shares into customized portfolios. Blue Marble is the sponsor and portfolio manager of its own wrap fee program for EarthFolio portfolios, an arrangement that is uncommon among similarly supported firms, and it distributes client communications and written materials through its Form ADV disclosures and client websites (www.bluemarble.com and www.earthfolio.net). The firm manages roughly $198 million with three advisory representatives, sets a $25,000 minimum for EarthFolio accounts and a higher minimum for customized accounts, and discloses that some personnel also maintain broker‑dealer and insurance registrations — a potential source of commission conflicts that the firm says it discloses to clients.

To learn more about the advisors currently working at Blue Marble Investments, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.