Boardwalk Capital Management -- A Certified BCorporation

Investment Bank/Securities Brokerage - Atlanta, GA, US

Boardwalk Capital Management -- A Certified BCorporation Senior Management
Scott Sadler

Founder and President

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Boardwalk Capital Management -- A Certified BCorporation Details

Boardwalk Capital Management is an independent Registered Investment Advisory firm specializing in environmentally-sustainable and social impact investments. We create customized portfolios to meet strict Environmental, Social and corporate Governance (ESG) standards, while also incorporating your values, beliefs and restrictions. Based in Atlanta, Georgia, our research team and resources also permit us to perform custom sustainablilty (ESG Risk) assessments for any investment pool.Our operating principles include both social and financial elements. Security selection focuses on sustainability, corporate responsibility and social impact, while the portfolio management function emphasizes tax efficiency, regular portfolio rebalancing and global diversification. We connect investors with unique social impact opportunities and partnerships across many asset classes, including renewable energy, real estate, microfinance and impact lending. Boardwalk Capital is also a Certified B Corporation, certified by the nonprofit B Lab to meet rigorous standards of social and environmental performance, accountability, and transparency -- and working to redefine success in business.

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Website: boardwalkcm.com
Employees: 5 - 9
HQ: 404-343-2026
Location: Atlanta, GA, US
Revenue: Not Available
Sustainable & Responsible Investing Wealth Management Impact Investing Renewable Energy Partnerships Estate and Tax Planning Retirement Plan Management Life Insurance Strategies Executive Comp Business Exit Planning Green 401k Plans Sustainable & Responsible Investing Sustainable & Responsible Investing
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