“Two of the most significant developments in the investment universe have converged in a single service.”
"Financial advisers who don't offer socially responsible investing choices are giving clients and prospects another reason to go robo."
“EarthFolio…has been on the robo style approach of seeking funds with low expenses, good track records and consistent investment objectives.”
"What sets EarthFolio apart from other robo-advisors is a belief that investing isn’t just a transaction; it’s an opportunity to own companies that are aligned with your values."
EarthFolio is managed by Blue Marble Investments (BMI), LLC, a Registered Investment Advisor based in San Luis Obispo, California. BMI was founded in 2000 and is one of the first investment advisory firms to specialize in the field of socially responsible investing. BMI manages and builds sustainable portfolios for foundations, corporations and retail clients throughout the U.S..
In 2006, Blue Marble Investments launched a collection of online portfolios named EarthFolio. Using an online interface, EarthFolio enables clients to get advice and portfolio management at a lower minimum and lower cost than a traditional advisor. Some of EarthFolio’s features include:
Sustainable investing, also known as Socially Responsible Investing, is an established proactive investment approach that goes beyond traditional financial analysis and includes the environmental, social, and corporate governance practices of a company.
A 2014 survey by the Social Investment Forum showed assets in sustainable assets had grown ten-fold since 1995 to over $6.5 trillion. This dramatic rise in assets reflects a growing demand by institutional and retail investors to go beyond the numbers and create deeper alignment with companies that share common vision and values.
An often asked question is, “Does corporate citizenship impact investment performance?” The majority of recent academic and Wall Street studies have concluded that best-in-class* ESG (environmental, social, governance) screened stocks and funds often have competitive or even slightly superior performance when compared to comparable traditional investments.
EarthFolio is the only online advisory service that invests exclusively in funds classified as Sustainable or Responsible. Sustainable funds invest in publicly traded companies that are screened on up to ten environmental, social, and corporate governance criteria.
EarthFolio charges a transparent all-inclusive annual advisory fee of .50%. All loads, commissions, and transaction charges are waived. The only additional cost is the operating costs charged by the underlying mutual funds which average about .80% per year.
EarthFolio assets are custodied at TD Ameritrade Institutional, one of the world’s largest discount brokerage firms and a member of the Securities Investor Protection Corporation (SIPC).
After completing the questionnaire you will receive a specific portfolio recommendation that will include the hypothetical performance of your investment allocation over the past 15 years.
Starting an EarthFolio account is online, simple and only takes about ten minutes to complete
And if you ever need assistance, you can chat with us online or call us at 1-805-595-1821.
Sustainable, responsible and impact investing (SRI) has grown substantially over the past two years with total U.S. assets under management using SRI strategies representing one-out-of-every six dollars under professional management in the United States.
Structuring a portfolio to help foster good corporate practices (e.g., lower greenhouse-gas emissions, ethically sourced raw materials, workforce diversity and more) has undergone a transformation.
A study analyzing the potential performance and risk differences between sustainable and traditional investments covering data from 10,228 open-end mutual funds and 2,874 Separately Managed Accounts.