Registered Investment Advisors Atlanta, Georgia

Comprehensive Wealth ManagementforSocial Impact Investors

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 premierinvestment, retirement and benefit plan services.

Our decades of experience helps us to stay disciplined, to remain steady in times ofadversity, and be flexible to new opportunities.

We are a Certified B Corporation, meaning that we incorporate a triple bottom lineperspective into everything we do.

We are specialists in sustainable, responsible and impact investing, bringing our clientsbest-of-class public and private investment opportunities across all asset types.

Each of our principals brings experience from mutual fund management, investment banking orhedge 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:

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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 investmentexperience. Wachovia Funds, Bank of America Capital, Goldman Sachs. Founded Wachovia’s firstinternational 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

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

k eep more of what you earn.

Ea ch portfolio is constructed with after-tax returns

in mind, utilizing inexpensive and tax-effi cientexchange traded funds wherever po ssible.

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?