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

Mid-March Meltdown: Bonds Explained

What happened to the bond market earlier this year? Basically, we ended up with a baby and bathwater situation. The equity market fell off between the end of February and the middle of March, and eventually, that bled over into the fixed income side. People got so...

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Sector Analysis: Consumer Staples

How would you describe the Consumer Staples sector and its place in a portfolio? Consumer staples are often a healthy portion of portfolios because they offset the higher volatility sectors. These stocks are definitely valued in legacy accounts where there is a...

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Private Equity Primer: Part 1

Matt, as someone who has a career of exposure to private equity deals, how would you describe the allure of these private opportunities compared to the public markets? Let's start as big picture as possible and look at the reward proposition of private equity. First,...

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News & Events

Narwhal Capital Releases Q1 2020 Macro Review and Outlook

On April 13, 2020, Narwhal Capital released its Q1 2020 Macro Review and Outlook. The commentary contained therein is the firm’s opinion at the time of publication and not intended to be investment advice. Our theme for this is quarter is "Get Through to Where we are...

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Narwhal Capital Releases Q3 2019 Macro Review and Outlook

On October 22, 2019, Narwhal Capital released its Q3 2019 Review for public consumption. The commentary contained therein is the firm’s opinion at the time of publication and not intended to be investment advice. The commentary is divided into 3 parts. In part 1, we...

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