Blue Marble Investments

Blue Marble Investments, LLC is a socially active investment firm established in 2007, offering managed portfolios promoting social progress and environmental sustainability. The firm specializes in ESG (environmental, social, governance) screened funds and operates as an independent investment adviser. Blue Marble provides discretionary advisory services through EarthFolio® accounts, with a minimum investment of $25,000 for EarthFolio® models and $500,000 for individual client accounts. The firm charges an annual management fee of 0.50% for EarthFolio® accounts and a tiered fee schedule for other client relationships. Blue Marble primarily invests in mutual funds and ETFs, with additional investment types considered based on client needs. Clients have the option for tailored services, including tax-free bonds and individual equities. Blue Marble follows a multi-step investment process, including fund universe selection, asset allocation, fund selection, and portfolio construction. The firm integrates ESG criteria into its investment strategies, focusing on socially responsible investing. Blue Marble does not charge performance-based fees and acts as a fiduciary in the best interest of clients. The firm's personnel have no disciplinary history, and the firm maintains high ethical standards and compliance with regulations. Clients' accounts are reviewed quarterly to ensure alignment with investment objectives and strategies. Blue Marble does not have custody of client funds and uses Charles Schwab & Co. as the qualified custodian. The firm's personnel receive compensation from regular income and ownership interests in Blue Marble. Supervision is overseen by the Chief Compliance Officer to ensure adherence to regulations and ethical standards.