Boardwalk Capital Management

Boardwalk Capital Management is an independent Registered Investment Advisor firm based in Atlanta, Georgia. With over 30 years of experience, they specialize in sustainable and impact investments, aiming to help investors achieve both their financial and social goals. Boardwalk operates as a fiduciary, prioritizing their clients' interests and adhering to the highest ethical standards as a Certified B Corporation wealth manager. They offer a comprehensive range of services including sustainable investment management, financial planning, retirement and education planning, and tax-advantaged plans for businesses.

Boardwalk's investment approach is rooted in the belief that companies who lead their industries in Environmental, Social, and Governance (ESG) areas are best positioned for future success. Their portfolio construction process prioritizes long-term, risk-adjusted returns by diversifying across industries, sectors, countries, and asset classes like stocks, bonds, and alternatives. They emphasize the importance of after-tax, after-inflation, net-of-fees returns, highlighting that real money matters.

Boardwalk Capital Management is a Registered Investment Advisor committed to sustainable and impact investing, providing customized financial solutions that align with investors' values. They believe in creating a "triple bottom line" of people, planet, and profit by integrating Environmental, Social, and Governance (ESG) factors into every investment decision. Their focus is on long-term, risk-adjusted returns, achieving both financial and social goals without compromising performance.

Boardwalk Capital Management emphasizes a culture of ethical and sustainable investing. They prioritize transparency and act as a fiduciary, putting client interests first. They believe in a "triple bottom line" approach, aiming to create positive impact for people, planet, and profit. Their focus on responsible and impactful investment strategies reflects a commitment to social and environmental consciousness.

Boardwalk Capital Management is committed to diversity, equity, and inclusion, with a focus on sustainability and impact investing. They believe that companies leading their industries in ESG areas are the most prepared for the future and incorporate these principles into their investment decisions. This approach prioritizes finding world-class companies that align with their values and contribute to a more sustainable and equitable future.