As a Certified BCorp, Boardwalk Capital’s mission is to guide any and all investors, regardless of their wealth level, towards a solid financial figure built with investments that are in sync with their values.

Investor ‒ Investment Fund, Mass Retail, Wealth Manager Adviser

Priorities:

  • Access to Finance
  • Agriculture/Food
  • Community Development and Housing
  • Employment Generation
  • Environment/Sustainability
  • Health

Target Populations:

  • Children
  • Elderly
  • Families
  • Low-Income
  • Minority Populations
  • Rural Communities
  • Urban Communities
  • Women/Girls
  • Youth

Investment Vehicles Offered:

  • Debt
  • Equity
  • Loans
  • New Market Tax Credits
  • Social Impact Bonds

Target Stages of Growth:

  • Early
  • Later
  • Mature

Intermediary ‒ Independent Financial Advisor

Services offered to investors:

  • Help form/setup the funds and act as advisors to funds
  • Link investors, investees and stakeholders providing them with services
  • Manage impact investing funds
  • Measurement of Social Return on Investment
  • Provide advice as well as help in structuring deals
  • Research that supports the field

Supported Stages of Growth:

  • Later
  • Mature

Supported Investment Vehicles

  • Debt
  • Equity
  • Loans
  • Social Impact Bonds