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

Visa Pitch

Visa (V) Business Summary         Thesis How did we get here? Visa can be traced back to the issuance of the first Bank of America cards in the late 1950s. As demand for credit cards grew, the demand for interbank partnerships became necessary, and Visa was formed in...

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The State of the Southeast

                The world economy has faced unprecedented challenges since the onset of the COVID-19 pandemic, and the southeastern region of the United States is no exception. Due to stay-at-home orders, social distancing, and capacity limits, the day to day for many...

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Bonds Explained: How We Find Valuable Opportunities

When it comes to buying fixed income, it’s a pretty difficult environment right now. And when we think about buying fixed income, we look at it through the lens of buying a diamond. When people start talking about buying engagement rings, they talk about cut, clarity...

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News & Events

Narwhal Capital Releases Q2 2020 Macro Review and Outlook

On July 20, 2020 Narwhal Capital released its Q2 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. You can view the replay on YouTube. Out theme for this quarter...

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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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