For nearly 25 years, Narwhal Capital Management has been helping clients in the metro Atlanta area and beyond manage their investments and take charge of their financial health. Relationship-based portfolio management, proactive service, and an emphasis on education are foundational to their vision.
2005
Privately held
Emphasis on risk-appropriate investments and wealth preservation
Marietta, Ga, United States
About
Mission
We believe in open communication and unbiased advice. Our goal is to create personalized portfolios with risk-appropriate investments tailored to the unique needs of each client.
Values
Stewardship, transparency, relationship-based management, and education
Participant Demographics
Multi-generational families and emerging professionals
Track Record
Team Experience
Over 25 years of operational history, with investment committee professionals having decades of experience each
Notable Achievements
Removal of account minimums in 2013; introduction of tax and financial planning services in 2014 and 2018 respectively
Project Track Record
Emphasis on personalized portfolios and tailored financial planning services
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Marietta, Ga, United States
Legal & Compliance
SEC
No major violations noted
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