Boardwalk Capital Management is an independent Registered Investment Advisory firm based in Atlanta, Georgia specializing in values-based investing. We don't tell you what to believe but instead create customized portfolios that incorporate your unique values, beliefs and social restrictions.
Security selection is customized to sync with client values, while portfolio management employs low-cost investment vehicles to achieve tax efficiency and global diversification. We connect investors with unique private investment opportunities across many asset classes, including energy, real estate, microfinance and private credit.
Company Details
- Employees
- 3
- Founded
- 2009
- Address
- Atlanta, Georgia 30306, Us
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- http://www.boardwalkcm.com
- Keywords
- Sustainable & Responsible Investing, Wealth Management, Impact Investing, Renewable Energy Partnerships, Estate and Tax Planning, Retirement Plan Management, Alternative Investments, Sustainable 401k Plans.
- HQ
- Atlanta, Georgia
Boardwalk Capital Management Questions
Boardwalk Capital Management's website is http://www.boardwalkcm.com
Boardwalk Capital Management's LinkedIn profile is https://www.linkedin.com/company/boardwalkcm
Boardwalk Capital Management has
3 employees.
View email and phone details for 3
employees at Boardwalk Capital Management.
Boardwalk Capital Management's industry is
Investment Management
Boardwalk Capital Management's top competitors are
Boardwalk Planning Strategies Llc,
Falchion Capital Management,
Tengelmann Growth Partners,
Keenan Capital Llc,
Overlay Capital,
Force Capital Management Lp,
Topspin Capital Advice,
Global Commercial Furnishings,
Emmett Partners,
Gcp Capital Partners.
Boardwalk Capital Management's categories are Investment Management
Boardwalk Capital Management's founding year is 2009
