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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
- -
- Address
- Atlanta, Georgia 30306, Us
- Industry
- Investment Management
- 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
Overlay Capital,
Keenan Capital Llc,
Falchion Capital Management,
Force Capital Management Lp,
Gcp Capital Partners,
Emmett Partners,
Topspin Capital Advice,
Tengelmann Growth Partners,
Boardwalk Planning Strategies Llc,
Global Commercial Furnishings.
Boardwalk Capital Management's categories are Investment Management
Boardwalk Capital Management's founding year is 2009
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Top Boardwalk Capital Management Employees
-
Christopher Roger Page
Senior Managing Director And Board…
New York, New York, United States, United States -
B. Scott Sadler, CFA
Founder, Boardwalk Capital Management.…
Atlanta Metropolitan Area, United States, United States5gmail.com, gmail.com, boardwalkcm.com, boardwalkcm.com, boardwalkcm.com9 +140430XXXXX
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