Intelligently constructed portfolios
with highly customized implementation
Your investments will
- Earn competitive financial returns
- Align with your values
- Support your personal brand
- Build your legacy
Connecting Finance and Impact: "SRI"
At Boardwalk Capital Management, we're passionate about bringing together two distinct elements: Financial returns and positive impact. We're dedicated to an investment approach called Sustainable, Responsible and Impact investing, or SRI.
We start by analyzing the financial
Click below for a short questionnaire to determine your Risk Number. It's the first step in our Discovery process -- learning about you. From there, we can provide a complementary portfolio evaluation and stress test, with no obligation whatsoever. A simple statement upload is all that it takes (and we'll help with that, too.)
It's worth the trouble! 4 out of 5 investors find that they are taking more risk than they expected.
Importantly, this stress test wlll simulate how your portfolio will likely perform in an environment like:
• A repeat of the 2009 financial crisis
• A sharp rise in interest rates
• A strong bull market
And, if your portfolio is not properly aligned with your objectives, we'll show you one that is. We'll even create a visual map to your financial destination, retirement or otherwise. You'll see if you are on the correct path.
Then, we assess the sustainable
The World's sustainability leading companies are the best positioned to navigate the challenges of rapidly changing consumer attitudes, regulations in flux, dynamic energy markets, a warming global climate, shifting demographics and technological innovation beyond our wildest imagination.
Companies who continue to operate without addressing this "new normal" do so at their peril. These are investments to avoid.
We're positioning stock portfolios for the future -- today!
Finally, we incorporate the social
It's your values that drive your portfolio. We'll work with you to determine what matters most to you, and how to implement an investment plan built around these wishes. Do you care most about local issues or global ones? Environmental or social? Gender or diversity? Your portfolio can support what you care most about.
Contact us to get started, or simply click the "Determine my Risk Number" button above.
More about Impact Investing
Impact Investing is growing rapidly...
Nearly 20% of professionally-managed money in the US today employs an SRI approach. In Europe, it's nearly 50%. We're talking 6.5 trillion dollars in the US alone! And it's growing fast, as you can see in the charts below. A new type of investing is taking off! You're in good company...
If you care about it, we can build it
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... Our independence means that we have the flexibility to bring you investments from wherever we find them. We have true "open architecture", meaning that we have no "proprietary products" or "buy lists" here. Just the best that the world has to offer.
Your portfolio might include community investments, renewable energy or organic farmland... Your stock portfolio can favor companies who are the best environmental stewards or those with most diverse boards of directors... You can even specify a fossil-free portfolio that avoids oil, gas and coal (or exclude any other industry, for that matter.)
From "quality of life" (mission) bonds that build schools, water systems and green space to "microfinance" lending that empowers entrepreneurs in emerging countries, your investments can encourage positive change while earning competitive financial returns.
Still not convinced?
Download our report: Five Myths About Responsible Investing
It's all up to you. Click here to get started connecting your investments with your values.
Why Boardwalk Capital?
We're uniquely qualified to help you Create Your Legacy -- your lasting impact on the world. Your brand, perpetuated. Your financial impact translated into social energy. This is what we do. Here's what we uniquely bring to the equation.
Expertise: We're specialists in sustainable and impact investing, with the tools and expertise to help you achieve your financial goals while building a legacy you can be proud of. We take the best practices of large institutional investors, bringing transparency and consistency to the management of your assets.
Experience: From foundations to executives to celebrities, we have decades of experience working with some of the world's most sophisticated investors and managing some of the most advanced portfolios. We believe that it is not what you make, it's what you keep. We are experts in minimizing the tax impact of your investments. We also keep your portfolio's risk consistent over time, through disciplined poptfolio rebalancing.
Ethics: 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. And as an independent Registered Investment Advisor (RIA) founded by a Chartered Financial Analyst, we are held to the industry's highest fiduciary standard.
We think that it is a unique value proposition for the investor who wants more than just financial returns.
Contact us for a free portfolio consultation.
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.
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
When Sustainability Aligns with Business Objectives
August 30, 2016
At the Sustainability Interactive Conference in June of this year, one of the event's keynote speakers remarked about how a company's sustainability efforts must align with their broader business objectives in order for them to be truly effective. After all, these initiatives cost money, and their Return on Investment ensures their long term viability as a good use of shareholder funds. Random "good deeds" won't likely be viewed by investors as being consistent with a long term strategy.
This week, we saw a fine example of such consistency in Coca Cola's annual sustainability report. The argument that Coca Cola is a water abuser is no longer a valid...
Read Full Article...
Sustainable Investing and Wide Moats
July 26, 2016
Legendary investor Warren Buffett coined the term "economic moat" to describe companies that have highly defendable competitive advantages -- a brand reputation, economies of scale, patents and trademarks, and so on. These characteristics typically lead to higher returns on capital and more sustainable profit margins.
Morningstar applied this principle to their investment research, creating two tiers of moats, "wide" ad "narrow", to reflect their expectation of the relative strength of these competitive advantages. (Even a narrow moat is a valuable characteristic -- just less so.) VanEck Funds recently licensed the research to create an Exchange Traded Fund (ETFs) of undervalued wide-moat firms...
Read Full Article...
Another Showcase of Why Sustainability Matters
June 15, 2016
On Monday evening, Boardwalk Capital Management teamed up with the Green Chamber of the South for the Fourth Annual Sustainability Interactive conference in Atlanta, Georgia.
Dozens of corporate, collegiate and governmental sustainability officers where present, sharing their most recent initiatives with well over 100 other attendees. We were delighted to welcome sustainability experts from across the region.
All who were present were treated to stimulating presentations by two of the most accomplished professionals in sustainability: Bill Strang, President of Operations for TOTO Americas and Jim Hartzfeld, presently consulting with the UN Global Compact and the former VP of Sustainable Strategy...
Read Full Article...
Be Ahead of the Curve...
- When Sustainability Aligns with Business Objectives 08.30.16 Read...
- Sustainable Investing and Wide Moats 07.26.16 Read...
- Another Showcase of Why Sustainability Matters 06.15.16 Read...
- Own The Toll Booth: Opportunities in Renewable Energy 07.01.15 Read...
- Why Investing is Like Getting an MRI 04.09.15 Read...