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 is an SEC‑registered adviser that serves individuals (including high‑net‑worth clients), trusts, estates, charitable organizations and businesses with discretionary portfolio management. The firm offers EarthFolio, an online series of professionally managed ESG‑screened model portfolios, and also provides customized discretionary advisory accounts outside of the EarthFolio models. The firm’s investment approach centers on socially responsible and ESG investing: EarthFolio invests exclusively in funds screened for environmental, social and governance criteria and follows a multi‑step process of fund‑universe definition, strategic asset allocation, fund selection and ongoing monitoring with periodic rebalancing. Clients who choose EarthFolio complete an interactive web questionnaire that recommends a model portfolio and, for those accounts, Blue Marble manages the designated model positions without client tailoring, whereas off‑model clients receive individualized portfolios developed through interviews and written investor profiles. Noteworthy features for a firm of this size include acting as sponsor and portfolio manager of its own wrap‑fee program for the EarthFolio portfolios and maintaining dedicated online resources (the brochure lists both www.bluemarble.com and www.earthfolio.net) along with periodic client communications such as periodicals or newsletters. Blue Marble operates with a small advisory team while reporting over $200 million in regulatory assets under management, combining a boutique staffing model with an online, model‑driven service delivery.

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.

Name	Location	Years of experience
Linda Shelby	Santa Barbara, CA	39
Sierra Smith	Santa Barbara, CA	4
Arturo Tabuenca	Santa Barbara, CA	34

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