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

2019 Schwab IMPACT Conference: Day 3

If you missed it (and how could you have?!?!), here are my thoughts on Day 1 and Day 2 of Schwab's annual IMPACT Conference, the largest gathering of independent financial advisors in the country. Greg Valliere on the Political Climate in Washington, D.C. Valliere is...

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2019 Schwab IMPACT Conference: Day 2

If you missed my thoughts from Day 1, go check them out.  Opening Session Bernie Clark, the EVP of Schwab's Advisor Services channel, opened the morning with enthusiastic remarks about the independent advisor space. Though somewhat trite (especially if you read my...

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2019 Schwab IMPACT Conference: Day 1

Charles Schwab, the largest custodian of independent advisor (firms like Narwhal) assets, hosts an annual conference for Registered Investment Advisors each fall. Though positioned as something of an invite-only, education-driven event, at times, it can feel more like...

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News & Events

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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