Intelligently constructed portfolios with highly customized implementation.
Your investments will:
- Earn competitive financial returns
- Match your values
- Support your personal brand
- Build your legacy
First: Determine how much risk YOU can tolerate
Click below to determine your Risk Number, and then find out if your portfolio is properly aligned...
Then, make your portfolio yours
Today's investors have a different mindset... They scrutinize what they buy, what they eat and where they shop... Their investments are no different. In short, they want to be more connected.
Your values drive your portfolio.
But this is definitely not charity.
There is a better way to invest. It's called Social Impact Investing (SRI). It's about you, it's about impact, and it works.
You're not alone. Nearly 20% of professionally-managed money in the US today employs an SRI approach! In Europe, nearly 50%.
At Boardwalk Capital Management, we help individuals and institutions create intelligent portfolios of sustainable, responsible and impact investments, bringing best-of-class, cost effective solutions to investors of all sizes.
Competitive financial returns with measurable social impact... Let's get started -- connecting your investments with your values.
While Creating Your Legacy
As specialists in sustainable and responsible investing, Boardwalk helps you achieve your financial goals while building a legacy you can be proud of.
And we are a Certified B Corporation which means that as a company we will seek to do business a little differently, balancing profit with social impact and environmental stewardship.
Challenge conventional thinking
Investors often believe that they must choose between profit and impact -- that they must ignore environmental and human factors in order to earn competitive returns. But research proves the opposite: Companies who care about the impact of their activities are better long term investments than those who do not.
And know what you own
Sustainable investors know what they own -- to suit their values, of course, but also to manage risk.
Risks from resource scarcity and climate change are real and growing. Regulations are in flux, creating new winners and losers. And with consumer attitudes shifting rapidly, poor corporate citizens risk being left in the cold.
These new risks require new approaches. And, sustainable investors are already using them.
So, Click HERE to get started, or call us at 404-343-2026.
Let's redefine what it means to invest.
The Sustainable Investor: In Pursuit of an Enlightened Investment Portfolio
Why Investing is Like Getting an MRI
April 09, 2015
It's much less challenging to manage client investment accounts when most of the corporate earnings and economic news are good. But there is an old saying that goes something like this: "Don't confuse brains with a bull market."
The markets giveth. The markets taketh away.
Surely, more often than not, investing in equities has been a profitable exercise. The problem resides in the years when it has not. Sometimes those are really bad experiences that seem to last forever.
Like being inside an MRI machine... Scary. Noisy. Claustrophobic. With no communication. And you've been told not to move. (Or Heaven...
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Sustainability Interactive conference -- Video
February 18, 2015
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From Wall Street to SRI: Former Goldman Sachs Executive Invests in the Triple Bottom Line
December 01, 2014
(Julie Fahnestock -- 3BL Media and Just Means) - When the bottom fell out of the economy in 2008 and Scott Sadler found himself without a job, he seized the opportunity to make a shift in his career; a change he would not have considered previously. Sadler had developed a solid career in finance and had worked at the VP level with Wachovia Bank and more recently, with Goldman Sachs. But when Goldman Sachs laid off one-third of their staff in Atlanta, Sadler’s wife encouraged him to consider starting a social impact investing firm.
“My wife said, “Let’s do something we’d...
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Be Ahead of the Curve...
- Why Investing is Like Getting an MRI 04.09.15 Read...
- Sustainability Interactive conference -- Video 02.18.15 Read...
- From Wall Street to SRI: Former Goldman Sachs Executive Invests in the Triple Bottom Line 12.01.14 Read...
- Draghi Gets Some Religion; Europe, a Reprieve? 11.21.14 Read...
- Beyond Correlation: Re-examining the True Purpose of Investing 11.12.14 Read...