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.


Narwhal builds customized portfolios across all asset classes with an emphasis on undervalued stocks and a buy-and-hold approach to municipal bonds.


We strive to complement portfolio management with excellent client service that is proactive, comprehensive and uniquely tailored for each client.


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

Mid-March Meltdown: Bonds Explained

What happened to the bond market earlier this year? Basically, we ended up with a baby and bathwater situation. The equity market fell off between the end of February and the middle of March, and eventually, that bled over into the fixed income side. People got so...

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Sector Analysis: Consumer Staples

How would you describe the Consumer Staples sector and its place in a portfolio? Consumer staples are often a healthy portion of portfolios because they offset the higher volatility sectors. These stocks are definitely valued in legacy accounts where there is a...

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Private Equity Primer: Part 1

Matt, as someone who has a career of exposure to private equity deals, how would you describe the allure of these private opportunities compared to the public markets? Let's start as big picture as possible and look at the reward proposition of private equity. First,...

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News & Events

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