About The Company

Atlanta-based Boardwalk Capital Management is an independent Registered Investment Advisor providing a broad array of investment specialties, including Sustainable and Responsible Investing for those who seek it. We have decades of financial experience, providing counsel to individuals and institutions all over the country. 

Boardwalk's integrated approach starts with a detailed planning exercise to learn about you and your specific goals.  We craft an asset allocation plan that balances your financial objectives, and we implement that plan with securities that incorporate any social criteria you want included.

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 marketable securities are held by an independent third-party custodian, segregated from those of other clients or of the firm.  Our custody relationship is primarily with Charles Schwab & Co. , the largest custodian of assets for independent investment advisory firms with more than $3.5 trillion of assets held under their administration.

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