Arturo Tabuenca, Blue Marble Investments, LLC
Helping you express your beliefs and ideals through your investments. Full line-up of SRI products including mutual funds, ETFs, and managed accounts.
Contact Information1308 Monterey St. # 250 San Luis Obispo, California, 93401
phone: view phone(866)262-7253
fax: view fax(805)595-1822
Serving socially responsible investors throughout the United States, Blue Marble Investments (BMI) has the experience and resources to help individuals and institutions express their social and environmental beliefs through their investing practices.
Choose from a wide selection of SRI based accounts:
• Traditional, Roth & Rollover IRA
• SRI Mutual Funds and ETFs
• 529 College Savings Plan
• Professionally Managed Portfolios
• Account minimums:
• Brokerage $1000 + $100/mo
• Managed Portfolio $50,000
For a complimentary phone consultation contact us at
(866) B-Marble or firstname.lastname@example.org
To get more information
Blue Marble Investments serves clients in the following states: Alabama, Alaska, Arizona, California, Colorado, Florida, Hawaii, Illinois, Iowa, Kentucky, Maryland, Massachusetts, Michigan, Mississippi, Missouri, Nevada, New Mexico, New York, North Carolina, Oregon, Pennsylvania, Texas, Virginia, Wisconsin
1% for Community: No
Account Minimums: Mutual Funds - $1,000; Managed Account - $50,000.
Compliance: Blue Marble Investments, LLC is a Registered Investment Advisor. Securities offered through Sorrento Pacific Financial. Member FINRA & SIPC