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Wealth Management Built on
Integrity, Experience and Discipline




        Registered Investment Advisors
               Atlanta, Georgia
A Partner with Proven Expertise                                How We Work with You
For more than 20 years, the principals of Boardwalk Capital    As our client, you will benefit from a collaborative
Management have served as trusted partners of individuals      relationship that addresses—and anticipates—your needs.
and families, providing wealth management guidance and         We will follow a disciplined wealth management process
solutions based on a thorough understanding of each client’s   that provides a structured approach, while allowing for
situation and goals. We take an objective and proactive        customization as your situation demands.
approach, bringing proven expertise to bear on every aspect
of a client’s wealth—from accumulation and growth through
preservation and distribution.
                                                                                      Together, we define your
                                                                                    needs, goals, and risk profile.

The Power of a Holistic Approach                                                          1) Understand
                                                                                             your goals
Our comprehensive approach is designed to create a plan              We assess
                                                                                                                      We determine
                                                               performance on
that achieves your near- and long-term goals, whether you       a regular basis,                                      the appropriate
                                                                                   4) Stay on            2) Create    allocation of
                                                               making changes
are seeking fundamental investment management, need to         and refinements
                                                                                      course                a plan    assets to
                                                                                                                      realize your
ensure the orderly succession of ownership for a family        to your portfolio
                                                                                                                      particular
                                                               and strategy, as
business, are providing care for an aging family member, or             needed.           3) Craft your               objectives.
                                                                                             portfolio
are looking to establish a philanthropic legacy that makes a
difference in your community.
                                                                                       We identify the specific
                                                                                     investments that align with
                                                                                     and support your strategy.
When crafting an integrated wealth management plan, we
offer expertise in:

 Financial planning                                           Doing Well while Doing Some Good
 Retirement income planning
                                                               Our deep knowledge of the environmental, social and
 Stock option / restricted stock planning
                                                               governance policies of corporations is rare in the
 Estate planning
                                                               investment industry. When coupled with our decades of
 Tax planning
                                                               portfolio management experience, we are uniquely
 Business succession                                          qualified to execute customized Sustainable and
 Intergenerational wealth transfer                            Responsible Investing strategies for our clients. We help
 Philanthropy                                                 each of them align their investments with their values.
 Sustainable and Responsible Investing




                                                                Our comprehensive approach is
                                                                designed to create a plan that achieves
                                                                your near- and long-term goals –
                                                                while removing much of the emotion
                                                                along the way.
What Makes Us Different                                            Investment Management: Institutional
Our principals have had the privilege of working with
                                                                   Thinking for Individual Investors
individuals and families for more than twenty years, often         We believe that individuals and families with significant
over several generations. In that time, we’ve learned that         wealth can benefit from the rigor and sophistication that
our clients value and appreciate the combination of traits that    typically characterize institutional portfolio management.
distinguish our firm.                                              Our approach to managing client assets is rooted in the
                                                                   following core strengths:
Market Knowledge: Since joining the investment industry in
the 1980s, our professionals have provided wealth                  Deep understanding. Before we invest any money, we
management for clients through a wide range of market              determine a client’s goals, tolerance for risk, and time
conditions. This track record of experience continues to           horizon. We measure these factors against our extensive
inform our prudent approach and long-term perspective.             knowledge of investments. Only then do we consider
                                                                   asset allocation and diversification.
Expertise: Every client benefits from the collective
experience of our team members, which spans more than 40           Disciplined portfolio construction. Based on the
years. Our team-based approach provides access to the              specifics of each client’s situation, we provide exposure to
specialized expertise of each one of our professionals.            an appropriate mix of traditional and nontraditional
                                                                   assets. We also seek to provide diversification within each
Independent Advice: We pride ourselves on providing an             asset class—across sectors, industries, and countries.
objective point of view, without the distraction of conflicts of
interest. Our goals and those of our clients are one and the       Rigorous oversight. When implementing a client’s
same, and our transparency is absolute.                            investment strategy, we use a stringent process to screen
                                                                   top money managers, selecting those who meet the
Personal Relationships: Our clients experience only one            objectives established for the client. Once the appropriate
kind of relationship—the kind based on deep understanding          investments have been chosen, we provide ongoing
and mutual respect. Such relationships are, in our                 oversight, disciplined rebalancing and tactical changes as
experience, fundamental to the success of every wealth             necessary.
management plan.



                                                                     It Starts with a Conversation
                                                                     To learn how you can benefit from wealth
                                                                     management based on integrity and experience,
                                                                     please contact us at info@BoardwalkCM.com or
                                                                     404-343-2026.
Why Our CFA Credential Matters
                           Today’s financial markets demonstrate the importance of having
                           reliable evidence of your financial adviser’s integrity, experience, and
                           commitment. Among the credentials that financial professionals may
                           hold, none are more highly regarded than or as rigorously focused on
                           investment knowledge as the Chartered Financial Analyst®
                           designation. Founded and led by a CFA charterholder, Boardwalk
                           Capital Management embodies the following core tenets:


                           Ethics
                           Ethics are a core component of the curriculum that leads to the CFA
                           designation. Every CFA charterholder is required to annually sign a
                           statement declaring adherence to the CFA Institute Code of Ethics and
                           Standards of Professional Conduct.


                           Knowledge and Experience
                           Every CFA charterholder has at least four years of industry experience
                           and has passed 18 hours of rigorous examinations on subjects that
                           include investment tools, asset valuation, portfolio management, and
                           the application of ethical and professional standards.


                           Global Relevance
                           The CFA charter has become the global professional investment
                           credential. There are CFA charterholders in more than 130 countries,
                           with increasing demand worldwide for the CFA program.


                           Recognition
                           The Economist has called the CFA credential the ―gold standard‖ of the
                           investment industry. Respect for the program’s professional standards
                           has made the CFA designation the mark of distinction for investment
                           professionals worldwide.


                           Learn more at CFAInstitute.org




Boardwalk Capital Management
1275 East Rock Springs Rd, Suite 200
Atlanta, GA 30306
404-343-2026                                        www.BoardwalkCM.com


This brochure is for informational purposes only and is not intended to and does not provide legal, tax, or investment advice.

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Boardwalk Capital overview

  • 1. Wealth Management Built on Integrity, Experience and Discipline Registered Investment Advisors Atlanta, Georgia
  • 2. A Partner with Proven Expertise How We Work with You For more than 20 years, the principals of Boardwalk Capital As our client, you will benefit from a collaborative Management have served as trusted partners of individuals relationship that addresses—and anticipates—your needs. and families, providing wealth management guidance and We will follow a disciplined wealth management process solutions based on a thorough understanding of each client’s that provides a structured approach, while allowing for situation and goals. We take an objective and proactive customization as your situation demands. approach, bringing proven expertise to bear on every aspect of a client’s wealth—from accumulation and growth through preservation and distribution. Together, we define your needs, goals, and risk profile. The Power of a Holistic Approach 1) Understand your goals Our comprehensive approach is designed to create a plan We assess We determine performance on that achieves your near- and long-term goals, whether you a regular basis, the appropriate 4) Stay on 2) Create allocation of making changes are seeking fundamental investment management, need to and refinements course a plan assets to realize your ensure the orderly succession of ownership for a family to your portfolio particular and strategy, as business, are providing care for an aging family member, or needed. 3) Craft your objectives. portfolio are looking to establish a philanthropic legacy that makes a difference in your community. We identify the specific investments that align with and support your strategy. When crafting an integrated wealth management plan, we offer expertise in:  Financial planning Doing Well while Doing Some Good  Retirement income planning Our deep knowledge of the environmental, social and  Stock option / restricted stock planning governance policies of corporations is rare in the  Estate planning investment industry. When coupled with our decades of  Tax planning portfolio management experience, we are uniquely  Business succession qualified to execute customized Sustainable and  Intergenerational wealth transfer Responsible Investing strategies for our clients. We help  Philanthropy each of them align their investments with their values.  Sustainable and Responsible Investing Our comprehensive approach is designed to create a plan that achieves your near- and long-term goals – while removing much of the emotion along the way.
  • 3. What Makes Us Different Investment Management: Institutional Our principals have had the privilege of working with Thinking for Individual Investors individuals and families for more than twenty years, often We believe that individuals and families with significant over several generations. In that time, we’ve learned that wealth can benefit from the rigor and sophistication that our clients value and appreciate the combination of traits that typically characterize institutional portfolio management. distinguish our firm. Our approach to managing client assets is rooted in the following core strengths: Market Knowledge: Since joining the investment industry in the 1980s, our professionals have provided wealth Deep understanding. Before we invest any money, we management for clients through a wide range of market determine a client’s goals, tolerance for risk, and time conditions. This track record of experience continues to horizon. We measure these factors against our extensive inform our prudent approach and long-term perspective. knowledge of investments. Only then do we consider asset allocation and diversification. Expertise: Every client benefits from the collective experience of our team members, which spans more than 40 Disciplined portfolio construction. Based on the years. Our team-based approach provides access to the specifics of each client’s situation, we provide exposure to specialized expertise of each one of our professionals. an appropriate mix of traditional and nontraditional assets. We also seek to provide diversification within each Independent Advice: We pride ourselves on providing an asset class—across sectors, industries, and countries. objective point of view, without the distraction of conflicts of interest. Our goals and those of our clients are one and the Rigorous oversight. When implementing a client’s same, and our transparency is absolute. investment strategy, we use a stringent process to screen top money managers, selecting those who meet the Personal Relationships: Our clients experience only one objectives established for the client. Once the appropriate kind of relationship—the kind based on deep understanding investments have been chosen, we provide ongoing and mutual respect. Such relationships are, in our oversight, disciplined rebalancing and tactical changes as experience, fundamental to the success of every wealth necessary. management plan. It Starts with a Conversation To learn how you can benefit from wealth management based on integrity and experience, please contact us at info@BoardwalkCM.com or 404-343-2026.
  • 4. Why Our CFA Credential Matters Today’s financial markets demonstrate the importance of having reliable evidence of your financial adviser’s integrity, experience, and commitment. Among the credentials that financial professionals may hold, none are more highly regarded than or as rigorously focused on investment knowledge as the Chartered Financial Analyst® designation. Founded and led by a CFA charterholder, Boardwalk Capital Management embodies the following core tenets: Ethics Ethics are a core component of the curriculum that leads to the CFA designation. Every CFA charterholder is required to annually sign a statement declaring adherence to the CFA Institute Code of Ethics and Standards of Professional Conduct. Knowledge and Experience Every CFA charterholder has at least four years of industry experience and has passed 18 hours of rigorous examinations on subjects that include investment tools, asset valuation, portfolio management, and the application of ethical and professional standards. Global Relevance The CFA charter has become the global professional investment credential. There are CFA charterholders in more than 130 countries, with increasing demand worldwide for the CFA program. Recognition The Economist has called the CFA credential the ―gold standard‖ of the investment industry. Respect for the program’s professional standards has made the CFA designation the mark of distinction for investment professionals worldwide. Learn more at CFAInstitute.org Boardwalk Capital Management 1275 East Rock Springs Rd, Suite 200 Atlanta, GA 30306 404-343-2026 www.BoardwalkCM.com This brochure is for informational purposes only and is not intended to and does not provide legal, tax, or investment advice.