The Boardwalk Difference v6.15
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Transcript of The Boardwalk Difference v6.15
Registered Investment Advisors Atlanta, Georgia
Comprehensive Wealth ManagementforSocial Impact Investors
Investment and Financial Advisory Services
In an era of rapid change, high market volatility and fluid tax policies, the challenges of managing wealth have never been greater. And with some of the nation’s most prominent financial institutions weakened, corrupted, and their objectivity called into question, to whom should investors turn for expertise and unbiased advice?
We share your concerns over today’s market, ethical and fiduciary challenges. In fact, we launched Boardwalk Capital Management to confront these challenges head on.
Our total transparency and level fee structure are in complete contrast to the industry norms.
We wholly embrace our role as a true fiduciary.
Our independence allows us to offer a comprehensive suite of the world’s premierinvestment, retirement and benefit plan services.
Our decades of experience helps us to stay disciplined, to remain steady in times ofadversity, and be flexible to new opportunities.
We are a Certified B Corporation, meaning that we incorporate a triple bottom lineperspective into everything we do.
We are specialists in sustainable, responsible and impact investing, bringing our clientsbest-of-class public and private investment opportunities across all asset types.
Each of our principals brings experience from mutual fund management, investment banking orhedge fund advisory. From this shared experience comes a unique perspective on today’s changing landscape and thought leadership on sustainable business and financial practices.
We are committed to helping you navigate financial challenges of all types.
Unlike a stockbroker, a Registered Investment Advisor is held to the
highest fiduciary standards, to place client interests above all other.
A Chartered Financial Analyst (CFA) must comply with the CFA
Institute Code of Ethics and Standards of Professional Conduct, which
requires them always to place the client’s interests first, to maintain
independence and objectivity, and to serve with integrity and honesty.
A Certified B Corporation has submitted to a rigorous analysis of its
own environmental and social performance and transparency.
Important distinctions to consider:
.
About Boardwalk Capital Management
Formed in 2009, Boardwalk Capital Management is a relatively new,
yet highly experienced Registered Investment Advisory firm. For
more than 25 years, our professionals have served as trusted partners
to individuals, families and institutions. We have provided wealth
management guidance and solutions based on a thorough
understanding of each client’s particular situation and goals.
As a boutique firm, we can provide a level of
personal service and customized management
that is seldom achieved by large institutions.
We assist our clients with issues as diverse as
debt financing, estate and financial planning,
401k plans and other investment issues. We
are a resource, first and foremost.
Our approach to investment management is
unique. Most firms charge a higher fee for
riskier investment vehicles than they do for
more stable ones. Unfortunately, the typical
advisor’s financial incentive is, therefore, to
retain a higher allocation to risky assets. Our
balanced, “level” fee structure is designed to
remove “revenue” from investment decisions.
Consistent across all of our investment and
advisory programs is a commitment to:
Consistent risk management
Broad diversification
Disciplined rebalancing
Transparent fees
Independent thought
Sustainability and social impact
B. Scott Sadler, CFA, President, Chief Investment Officer (Atlanta, GA) 25+ years investmentexperience. Wachovia Funds, Bank of America Capital, Goldman Sachs. Founded Wachovia’s firstinternational mutual fund. Top quartile track record. Wealth management counsel to prominent families,companies, athletes and entertainers. Chartered Financial Analyst.
Gerald J. Walsh, Principal (Charlottesville, VA) 25+ year investment veteran. Worked for some of the most prominent foreign investment banks. Specific emphasis on emerging markets. Built businesses for a number of successful investment advisory firms. Senior advisor and business development specialist.
Mary H. Sadler, Chief Operating Officer (Atlanta, GA) Responsible for the business management aspects of Boardwalk Capital Management. A lifelong advocate of responsible corporate behavior, she is the driving force behind the firm’s Sustainable Investment strategies.
William C. Scriven, VP (Atlanta, GA) Alaska native. Former investment banker. Business development, family office services and financial advisory for affluent investors, athletes and entertainers.
Bridgette Hyde, CFP, Financial Planner (Atlanta, GA) Founder of Bucket List Planning, a strategic partner of Boardwalk Capital Management. Financial planning and insurance counsel.
The Boardwalk Team
1275 East Rock Springs Road
Suite 200
Atlanta, Georgia 30306
Phone: 404 343 2026
Fax: 866 923 4249
Email: [email protected]
http://www.boardwalkcm.com
We help you remove the emotion from investing, while being consistent with your values.
We believe that the best investment
approach is disciplined -- highly diversified
and “rebalanced” regularly.
We want you to be proud of the investments
that you have made, and fully understand
why you made them.
A Tax Efficient Portfolio lets you
k eep more of what you earn.
Ea ch portfolio is constructed with after-tax returns
in mind, utilizing inexpensive and tax-effi cientexchange traded funds wherever po ssible.
With capital gains tax rates likely to rise, tax
efficiency has never been more important.
We subscribe to the axiom: “It’s not what you
earn. It’s what you keep.”
We offer a full range of investment, trust and financial advisory services.
Boardwalk has partnered with some of the
industry’s top service providers to bring
institutional quality resources and solutions to
our clients:
Trust advisory and management
Full “open architecture” solutions
401(k) plan design and management
Educational funding
Retirement planning
Legacy and Philanthropic Management
Complex financing solutions
Sustainable and Responsible Investing
Impact investment partnerships
How Can Boardwalk Capital Help Me?