Narwhal Capital Management is equipped to manage investments for any client – regardless of portfolio size or structure.
We make it a point to work with a wide array of client types. As such, more than one third of our relationships are with individuals who have a total portfolio size of less than $1 million USD. Further, one of our current priorities is to provide sound, hands-on personal investment management to the under-served millennial demographic.
Regardless of current financial situations and future aspirations, we welcome the opportunity to adapt our stewardship to fit the needs of clients.
That being said, our most tenured background has come in managing accounts for high net-worth individuals, family foundations and privately held businesses. This experience is supported by our average client account size which is in excess of $19 million and much of the firm’s long-term track record is credited to these client avenues.
Regardless of current financial situations and future aspirations, we welcome the opportunity to adapt our stewardship to fit the needs of any client.
For more information on Narwhal’s investment advisement services (including performance track records and fee schedules) please contact us.