Boardwalk Capital Management is a registered investment advisory firm founded in 2009 that provides wealth management and financial advisory services with a focus on sustainable, responsible and impact investing. The firm aims to help clients navigate financial challenges and market volatility through a transparent fee structure, disciplined risk management, and diversified portfolios. Boardwalk Capital is a Certified B Corporation committed to incorporating environmental and social values into its services.

1. Registered Investment Advisors
Atlanta, Georgia
Comprehensive
Wealth Management
for
Social Impact
Investors

2. 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 premier
investment, retirement and benefit plan services.
 Our decades of experience helps us to stay disciplined, to remain steady in times of
adversity, and be flexible to new opportunities.
 We are a Certified B Corporation, meaning that we incorporate a triple bottom line
perspective into everything we do.
 We are specialists in sustainable, responsible and impact investing, bringing our clients
best-of-class public and private investment opportunities across all asset types.
Each of our principals brings experience from mutual fund management, investment banking or
hedge 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:

3. .
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 investment
experience. Wachovia Funds, Bank of America Capital, Goldman Sachs. Founded Wachovia’s first
international 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

4. 1275 East Rock Springs Road
Suite 200
Atlanta, Georgia 30306
Phone: 404 343 2026
Fax: 866 923 4249
Email: info@BoardwalkCM.com
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
keep more of what you earn.
Each portfolio is constructed with after-tax returns
in mind, utilizing inexpensive and tax-efficient
exchange traded funds wherever possible.
 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?