About The Company

Atlanta-based Boardwalk Capital Management is an independent Registered Investment Advisor specializing in Sustainable and Responsible Investing.  We have decades of financial experience, providing counsel to individuals and institutions all over the country. 

Boardwalk offers an integrated approach that starts with planning to meet your specific goals, an asset allocation plan designed to achieve them, and a personalized implementation plan that closely incorporates your social criteria.

Through all of this, certain principles transcend investment styles.  We firmly believe in the value of asset diversification, tax efficient management and full transparency.  We reach beyond traditional stock and bond investments to incorporate alternative categories that offer real diversification and the potential to earn attractive financial returns, measurable impact, or both.

For safekeeping of client assets, all securities are held by an independent third-party custodian, segregated from those of other clients or of the firm.  Our custody relationships include: 

• Charles Schwab & Co. is the largest custodian of assets for independent investment advisory firms with more than $3.5 trillion of assets held under their administration.

•  Altruist  -- An all-in-one custody and trading platform for financial advisors and their clients.

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