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

Suspension of Reality

Several years ago I placed a simple message on my bathroom mirror:  “Do not give up what you want most for what you want now.”  Of course, the phrase is not mine and is found throughout the internet and on motivational posters.  But it is popular because the message...

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Mel’s Money Minute: The Case Against Budgets

Who am I? Melissa Visbal, CFP ® Candidate, post-grad millennial just trying to figure out life, while helping others accomplish the same goal. What is Mel’s Money Minute? Here I get to discuss relevant financial topics while providing action steps and hopefully,...

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2020 ICR Conference Recap

For the third year in a row, we attended the annual ICR Conference in Orlando. In the attached document, we (Vice President Andrew Hall, Chief Investment Officer Ben Nye and Senior Fixed Income Analyst Tom Russell) share observations on: The Strength of the American...

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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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