These clients may have strong feelings about:

Environmental issues Corporate responsibility Religious principles

Animal welfare and testing Climate change Organic vs. GMOs

Diversity or women’s rights Community investment Social welfare

We’re Boardwalk Capital Management, and we can help satisfy your clients’ unique needs

-- while you earn substantial referral fees as our valued partner.

You need not look that closely…

to see that some of your clients have a

different view of the world.

A more “engaged” investor is a natural extension greater consumer choice and activism. This trend is unmistakable and is growing.

For many clients, their investments ignore the values they hold dear. They don’t yet know there is an alternative to indifferent advisors and to investments that offend them…

As their trusted advisor, you can help them find a better solution, now. And we can help -- not by defining your clients’ values for them, but by building custom portfolio solutions that are consistent with those values.

EMBRACE YOUR UNCONVENTIONAL CLIENT Connect them with the unique services they require

Specialists in sustainable and responsible investing

Who is Boardwalk Capital?

Founded in 2009, we are an independent Registered Investment Advisor, based in Atlanta, Georgia, whose

principals each have more than twenty years of financial management experience.

We have decades of mutual fund, hedge fund and private wealth management experience at major investment

firms, bringing true institutional capabilities to every relationship.

Founded by a Chartered Financial Analyst, and as a Registered Investment Advisor, we are a true fiduciary, held

to the highest standards of ethics, care and transparency.

We are dedicated to “investing with a purpose”, seeking attractive financial returns while considering the impact

of generating them. We deliver an unrivaled breadth of unique, social-impact investment strategies.

We have partnered with a leading independent corporate trustee, the largest platform of third party investment

managers, and the nation’s soundest custodian for asset safekeeping.

Please visit us at www.BoardwalkCM.com, or call 404-343-2026, to learn more.

Want to read our work?

Our Blog: www.BoardwalkCM.com/blog.php Twitter feed: @Boardwalk_SRI

Facebook page: www.fb.me/boardwalkcm LinkedIn Group: Sustainable Legacy Investing

When you work with Boardwalk Capital, you have a partner

dedicated to your clients’ success -- and yours.

Your clients will:

Re-connect their money with their personal values

Actually understand, and embrace, where and how their money is being invested

Experience a high-touch service model you will be proud to recommend

Earn returns that are competitive with conventional investment approaches

You will:

Delight your clients with a new, customized financial management alternative

Partner with a highly experienced investment firm

Earn substantial and perpetual fee sharing – up to 20% of account fees annually