srii value proposition

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Boardwalk Capital Management 1275 East Rock Springs Road, Suite 200 Atlanta, Georgia 30306 404-343-2026 What is Impact Investing? Impact investing takes the best of the for-profit and the nonprofit systems and blends them to yield social, environmental and financial returns. These ventures attack world problems with an effectiveness and efficiency that neither system alone can achievetaking the best of the markets and entrepreneurism and applying them to better outcomes for people and planet.www.ImpactAssets.org Investors are realizing that their money can earn a return, and do much more. So, it’s not surprising that sustainable investing is one of the industry’s fastest growing segments. In fact, nearly 20% of professionally-managed money is run this way. Investing with purpose is all about making conscious decisions with your money. If you could earn competitive returns while helping to address some of the world’s most vexing problems, why wouldn’t you? The High Impact Portfoli0 You Sustainable It’s what you make it… Your legacy is defined by what you hold dear. We help you define the strategy based on your needs and your vision, executing it with top- tier investment opportunities. We help our clients to truly connect with their investments. Illuminating every corner of your portfolio… Finding sustainable, responsible and “impact” investments in every asset class… We help you invest to suit your unique needs, with access to: Best of class proprietary and third-party sustainable equity strategies (SRI) ensure that stock investments meet the highest environmental, social and governance standards An unrivaled menu of top-tier impact investment vehicles real estate, private equity, renewable energy, microfinance, small business and community lending, and more Tax-efficient ETFs and niche strategies complement core SRI portfolios “Quality of life” bonds and lending to vehicles generate income and deliver a social impact A comprehensive, customized strategy pulls it all together to meet your unique objectives and industry restrictions. Tax efficient, disciplined management techniques underpin all that we do. Sustainable, Responsible and Impact Investing Investing with Purpose Each of these pictures is from a recent impact fund report.

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Page 1: SRII Value Proposition

Boardwalk Capital Management 1275 East Rock Springs Road, Suite 200 Atlanta, Georgia 30306 404-343-2026

What is Impact Investing?

“Impact investing takes the best of the for-profit and the nonprofit

systems and blends them to yield social, environmental and

financial returns.

These ventures attack world problems with an effectiveness and

efficiency that neither system alone can achieve… taking the best

of the markets and entrepreneurism and applying them to better

outcomes for people and planet.”

www.ImpactAssets.org

Investors are realizing that their money can earn a return, and do much more. So, it’s not surprising that sustainable investing is one of the industry’s fastest growing segments. In fact, nearly 20% of professionally-managed money is run this way.

Investing with purpose is all about making conscious decisions with your money.

If you could earn competitive returns while helping to address some of the world’s most vexing problems, why wouldn’t you?

The High Impact Portfoli0

You

Sustain

able

It’s what you make it… Your legacy is defined by what you hold dear. We help you define the strategy based on your needs and your vision, executing it with top-tier investment opportunities.

We help our clients to truly connect with their investments.

Illuminating every corner of your portfolio…

Finding sustainable, responsible and “impact” investments in every asset class…

We help you invest to suit your unique needs, with access to:

Best of class proprietary and third-party sustainable equity strategies (SRI) ensure that stock investments meet the highest environmental, social and governance standards

An unrivaled menu of top-tier impact investment vehicles real estate, private equity, renewable energy, microfinance, small business and community lending, and more

Tax-efficient ETFs and niche strategies complement core SRI portfolios

“Quality of life” bonds and lending to vehicles generate income and deliver a social impact

A comprehensive, customized strategy pulls it all together to meet your unique objectives and industry

restrictions. Tax efficient, disciplined management techniques underpin all that we do.

Sustainable, Responsible and Impact Investing

Investing with Purpose

Each of these pictures is from a recent impact fund report.

Page 2: SRII Value Proposition

Boardwalk Capital Management 1275 East Rock Springs Road, Suite 200 Atlanta, Georgia 30306 404-343-2026

About Boardwalk Capital

Atlanta-based Boardwalk Capital Management is an independent Registered Investment Advisor specializing in Sustainable and Responsible Investing. Our principals have more than 60 years of combined financial experience, providing financial counsel to individuals and institutions all over the country. We offer both proprietary investment solutions, and premier third-party managers, in order to meet the unique needs of each client.

Investors are awakening to the prospect of achieving both financial and societal goals. So, we incorporate sustainable principles into every one of our investment solutions. We uncover unconventional opportunities in areas as diverse as renewable energy, organic farmland, microfinance and brownfield remediation. And because informed investors are active owners, we strive to keep our clients engaged with their investments.

Our "best-of-class" approach integrates Environmental, Social and Governance (ESG) analysis into every investment decision,

believing that companies who lead their industries in these areas are the most prepared for the future. Partnerships with industry-leading research and data firms underpin our research efforts.

Certain principles transcend investment styles. We firmly believe in the value of asset diversification, tax efficient management and full transparency. Our fee schedule is independent of asset type, meaning that we have no incentive to keep your portfolio invested in riskier assets that usually carry a higher fee at most firms. This leaves our judgment unclouded by profit motives. As a Registered Investment Advisory firm founded and lead by a Chartered Financial Analyst (CFA), we are held to the industry's highest standards of fiduciary responsibility and objectivity.

For safekeeping of client assets, all securities are held by one of several independent custodians, segregated from those of other clients, or of the firm.

We believe that sustainable investing is the future of investing.

Someday, all investors will incorporate environmental, social and governance factors into their decisions. Someday, investors will look at renewable energy as a run-of-the-mill investment. For now however, this unique perspective is your advantage for finding superior companies, and better investment opportunities, with sustainable competitive advantages.

Invest with Purpose.

Contact us and we’ll show you how easy it is to get started.