An Uncommon Find in a Sea of Choices
For over 20 years, Narwhal Capital Management has provided investment advisory services for individuals, families, private corporations and charitable organizations.
While investment trends change and economic outlooks vary, we remain committed as stewards to our clients through disciplined investment processes, customized portfolios and an emphasis on using wealth for a greater good.
We find these tenets serve all our clients equally well and allow us to focus on our core competency—managing assets—without compromising the level of service we provide in areas like financial planning, personal and corporate accounting, cash management and philanthropic advisement.
Blog and News
From the Blog
Tax Reform Ben, Sam, and Matt discuss the pros and cons that could hail from from the proposed tax reform. The analysts evaluate who stands to benefit and who could get hit with a higher tax bill under the new plan. Bitcoin Do you have a dog in this fight? The team...read more
Trump Tweets The team discusses recent tweets and gives an update on the President's pledge to "drain the swamp." They also discuss the nomination of Alex Azar. Qualcomm/Broadcom Deal Qualcomm recently rejected a buyout bid at $70 a share from Broadcom. The team...read more
Ben and I are heading to Chicago for Schwab IMPACT today. We're looking forward to the conference and I'm excited to be a part of it from the presenting side. In the past, we've "live-blogged" this event, but we're leaving all computer equipment back home so that Greg...read more
News & Events
On our investing worldview: Thirdly, we remain convicted that our core investment worldview stems from a fundamental value approach. Put simply: we want to own cheap stocks and watch them become less cheap, then we want to sell them. We might have flavors of growth...read more
Marietta, Georgia — Narwhal Capital Management’s Third Quarter 2017 Market Commentary was released today via the firm’s website and blog (www.narwhalcapital.com/blog). The quarterly publication takes a closer look at the markets as a whole through the perspective of...read more
Marietta, Georgia — Narwhal Capital Management released its Third Quarter 2017 Macro Webinar today in both video streaming and slide download format. The presentation—once again hosted by the firm's Vice President, Andrew Hall, and Senior Equity Analyst, Ben...read more