An Uncommon Find in a Sea of Choices

For nearly 25 years, Narwhal Capital Management has provided investment advisory services to clients in the metro Atlanta area and around the United States.

Though economic outlooks and market trends may vary, we remain steadfast in our commitment to serving clients through risk-appropriate performance returns, proactive service and an emphasis on education.

Investment

Narwhal builds customized portfolios across all asset classes with an emphasis on undervalued stocks and a buy-and-hold approach to municipal bonds.

Service

We strive to complement portfolio management with excellent client service that is proactive, comprehensive and uniquely tailored for each client.

Education

We strive to educate our clients and the surrounding community, because we believe knowledge is a prerequisite for true financial independence.

Blog and News

From the Blog

What’s Inside an Indexed Annuity?

Annuities are a hot topic in today’s financial climate, as promises of “guaranteed returns” sound increasingly attractive in volatile markets. For retirement planners, the idea of locking in a set rate of return sounds much simpler and safer than picking stocks or...

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Retirement Savings Reform

On Tuesday, May 14th, 2019, the Retirement Security and Savings Act was introduced in the Senate Finance Committee meeting. This proposal, led by U.S. Senators Rob Portman (R-OH) and Ben Cardin (D-MD), is set to improve the current retirement savings system by...

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News & Events

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