Experienced financial management with a global perspective.
Transparent. Tax-aware. Disciplined.
Registered Investment Advisors
Investment and Financial Advisory
In the current era of extreme market volatility and rapidly changing
tax policies, the challenges of managing wealth have never been
greater. And with some of the nation’s most prominent financial
institutions weakened, and their objectivity called into question, to
whom should investors turn for expertise and unbiased advice?
We share your concerns over today’s market, regulatory 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
We wholly embrace our role as a 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 help us to stay disciplined, to remain steady in times of
adversity, and be flexible to new opportunities.
Each of our principals brings a global investing background from mutual fund management,
investment banking or hedge fund advisory. From this shared experience comes a unique
perspective on today’s changing landscape.
We are committed to helping you navigate financial challenges of all types.
We look forward to working with you.
Important distinctions to consider:
Unlike a stockbroker, a Registered Investment Advisor is held to
the highest fiduciary standards, to place client interests above all
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
About Boardwalk Capital Management
Formed in 2009, Boardwalk Capital Management is a relatively new,
yet highly experienced Registered Investment Advisory firm. For more
than 20 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 Our investment philosophy is summed up in two
personal service and customized management words: Common Sense. Consistent across all of
that is seldom achieved by large institutions. our investment and advisory programs is a
We assist our clients with issues as diverse as commitment to:
. debt financing, estate and financial planning,
401k plans and other investment issues. We Consistent risk management
are a resource, first and foremost. Broad diversification
Our approach to investment management is Disciplined rebalancing
unique. Most firms charge a higher fee for Transparent fees
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 We have no products to push or commissions to
balanced, “level” fee structure is designed to generate. Our only incentives are those that
remove “revenue” from investment decisions. help us to retain you as a satisfied client.
Our advice is always objective with no biases.
The Boardwalk Team
B. Scott Sadler, CFA, President, Chief Investment Officer (Atlanta, GA) 23+ 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.
McLloyd K. Jensen, Principal (New York, NY) The firm’s alternative investments expert. 20+ years
investment management and research experience. Securities analyst and institutional representative for
several global investment banks. Launched and managed own hedge fund. Major investors included the
legendary Sir John Templeton.
Mary H. Sadler, Principal, 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.
Gerald J. Walsh, Principal (Charlottesville, VA) 20+ 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.
Adil Devshi, Associate, Business Development Officer (Atlanta, GA) A recent entrant to the investment
management industry. Unique combination of interpersonal and technical skills makes him a valuable
part of the Boardwalk team.
How Can Boardwalk Capital Help Me?
We help you remove the emotion We offer a full range of investment,
from investing. trust and financial advisory services.
We believe that the best investment Boardwalk has partnered with some of the
approach is disciplined -- highly diversified industry’s top service providers to bring
and “rebalanced” regularly. institutional quality resources and solutions to
Our discipline forces the best type of
behavior: Buy Low, Sell High. Trust advisory and management
Full open architecture solutions
Our Tax Efficient Portfolio allows you 401(k) plan design and management
to keep more of what you earn. Educational funding
Each portfolio is constructed with after-tax
returns in mind, utilizing inexpensive and tax Retirement planning
efficient exchange traded funds wherever
possible. Legacy and Philanthropic Management
With capital gains tax rates likely to rise, tax Complex financing solutions
efficiency has never been more important.
Sustainable and Responsible Investing
We subscribe to the axiom: “It’s not what you
earn. It’s what you keep.”
1275 East Rock Springs Road
Atlanta, Georgia 30306
Phone: 404 343 2026
Fax: 866 923 4249