Boardwalk Capital Management Employee Directory
Investment ManagementGeorgia, United States2-10 Employees
Boardwalk Capital Management is an independent registered investment advisory firm based in Atlanta, Georgia. It focuses on values-based investing, constructing portfolios that reflect each client’s beliefs, values, and social restrictions rather than prescribing a fixed philosophy. Security selection is tailored to align with client values, while portfolio management emphasizes cost-efficient options to enhance tax efficiency and global diversification. The firm also provides access to private investment opportunities across multiple asset classes, including energy, real estate, microfinance, and private credit. With a small team, Boardwalk aims to serve investors seeking alignment between their ethical considerations and their financial objectives. The company maintains its base in the Atlanta area and operates as an independent advisory within the investment management industry.