Boardwalk Capital Management, Inc.

The firm provides fee-based investment advisory and discretionary portfolio management to individuals (including high-net-worth clients), employee retirement plans, and charitable institutions. In addition to standard portfolio management, the firm offers insurance-based planning and at times assists business owners with financing or acquisition matters outside typical investment-only services.

The investment approach centers on broad asset allocation across equities, fixed income, mutual funds, ETFs, variable insurance products, options and selected alternative partnerships, with regular rebalancing, tax-aware positioning and a preference for dividend-producing, financially resilient companies. The firm also integrates Sustainable and Responsible Investing criteria when clients request it, may use cash positions as tactical hedges, and occasionally allocates to third‑party managers or external investment vehicles to implement strategies.

Noteworthy distinctions include the adviser’s consultant roles and an equity interest in an outside private investment firm, arrangements the firm discloses and that can present potential conflicts when recommending those vehicles. The firm does not accept custody of client assets, does not vote client proxies (clients retain voting authority), and uses alternative custody or recordkeeping for certain investments that may have reduced transparency and liquidity.