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About Us

Marc Bocciardi, the Portfolio Manager of Principled Investments is a Registered Investment Advisor who has been serving clients since 2002. Prior to that, he was the founder and CEO of DTI, a software consultancy headquartered in Silicon Valley. Marc holds an MBA from the Haas School of Business at UC Berkeley.

For new client access, forgotten user/password or other needs please contact Principled Investments at:

Principled Investments
150 Amigo Road
Soquel, CA 95073-9509
(831) 475-3078

-- OR use the form linked below: --

Information Request Form



Thank you,

Marc Bocciardi
Portfolio Manager