About The Company
Certain principles transcend investment styles. We firmly believe in the value of asset diversification, tax efficient management and full transparency.
"Triple bottom line" is part of our operating philosophy. We are a Certified B Corp, which means we to do business differently. Environmental stewardship and social impact are embedded in our corporate identity, right next to profitability.
For safekeeping of client assets, all securities are held by one of several independent custodians, segregated from those of other clients or of the firm:
Pershing LLC -- Pershing is a subsidiary of Bank of New York Mellon, is one of the world's largest and most respected custodial banks. Reporting is handled by Shareholders Service Group.
Click here to get more information on Boardwalk Capital Management.
In the early 1990's, Scott Sadler (Boardwalk's founder) saw that the world 's economic balance and investment profile was rapidly changing. To seize this opportunity, he led the effort to launch of one of the Southeast's first emerging markets equity funds. More than 10 years later, Sadler again saw a "sea change" in investor behavior and potential -- this time, in sustainability. Believing that most "social funds" were noble but mediocre performers, he had initially dismissed the idea. Months of research, however, led to the development of a "best-of-class" sustainable investing approach that convinced him that the financial benefits were as significant as the societal ones. These principles are the foundation for Boardwalk's equity strategies and of the third-party managers that we employ.
Today, Boardwalk's "best-of-class" approach integrates Environmental, Social and Governance (ESG) analysis into every investment decision, believing that companies who lead their industries in these areas are the most prepared for the future. In other words, we use ESG factors to find the world's best managed companies.
Our portfolio construction process reflects our objective of providing superior risk-adjusted returns over the long-term. This means that all of our equity portfolios provide substantial diversity by industry and sector. Our global portfolios are well-represented across countries. And every client's portfolio will have a variety of asset classes -- stocks, bonds, and alternatives. Read more about our process and how sustainability can be incorporated into each asset type.
It's not what you make. It's what you keep... Real money. Not just figures... In other words, an investor's true return is their after tax, after inflation, net-of-fees return. Read more about how we utilize tax efficient vehicles to help you keep more of what you earn.
Contact us to discuss this fresh approach to investing.
We believe that sustainable investing is the future of investing, and that someday, all investors will incorporate environmental, social and governance factors into their decisions. For now, however, it's your "ace-in-the-hole" for finding superior companies with sustainable competitive advantages:
- Respect for the environment brings efficient use of resources and higher profit margins.
- Employee satisfaction breeds superior customer service and repeat purchases.
- Sustainable product design leads to consistent product quality and long-term brand value.
- Robust governance standards breed a culture of disclosure and compliance, bringing higher market valuations and a lower cost of capital.
Companies that pass these strict ESG tests are building "sustainable profitability" while making a positive impact from their business and charitable activities. Employees like to work there, communities appreciate their citizenship, and investors are proud to have them in their portfolios.
Tell me more about how sustainable investing uncovers superior companies.
B Scott Sadler
President and Chief Investment Officer
Mr. Sadler is a 25+ year veteran of the investment industry. His experience includes wealth management for affluent clients of Goldman Sachs, Wachovia Asset Management and Bank of America across the United States and Canada. He was also the founder and, for seven years, was the lead manager of a top ranked international (emerging markets) mutual fund. Mr. Sadler is a graduate of the University of Virginia and is a Chartered Financial Analyst. He is a director of Montreal-based Will Solutions, an environmental services company, a Board Director of the Green Chamber of the South and the Technology Association of Georgia, and an active volunteer for the Citizens Climate Lobby.