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

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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Uncertainty is Opportunity: Trade Concerns in May

This past week in the equity markets saw U.S. stocks waver in the face of new tension between the U.S. and China, as both countries locked into a standoff over unresolved trade disputes. Investor anxiety over the tensions led to indexes retreating, a change of pace...

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Growth & Optimism: A Strong Start to 2019

The U.S. stock market experienced a beginning to 2019 that has all but erased memories of an adverse 2018 stock market and sparked crucial conversations as to the future of the economy. For most investors, there is a reason to celebrate, as the major stock indexes...

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News & Events

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