Narwhal Capital Management

Narwhal Capital Management

Investment-Management

Marietta, GA
United States
Company Tagline

Investment Advice Tailored to You.

Industry Category
Investment-Management
Company Description

Narwhal Capital Management is a leading investment management firm dedicated to helping clients achieve their financial goals through tailored investment strategies. With a commitment to stewardship, Narwhal Capital Management provides personalized portfolios designed with risk-appropriate investments, ensuring a deep understanding of both market trends and individual client needs.

Located at 531 Roselane Street, Suite 420, Marietta, GA 30060, US, Narwhal Capital Management emphasizes relationship-based portfolio management, proactive service, and client education. The firm offers a comprehensive suite of services, including municipal bonds, 401(k) advisory services, financial consulting, tax and accounting services, individual bonds, custom portfolios, investment advisement, charitable giving, stock analysis, financial planning, and individual stocks. Narwhal Capital Management aims to empower clients to take charge of their financial health through informed decision-making and strategic investment.

Narwhal Capital Management has been a trusted partner for clients in the metro Atlanta area and beyond for nearly 25 years. The firm's dedication to providing tailored investment advice and fostering long-term financial well-being sets it apart. We invite the manager of Narwhal Capital Management to create a customized and exclusive company showcase and product listing on our platform to further enhance your company’s visibility and commercial development.

Narwhal Capital Management est une société de gestion de placements de premier plan qui se consacre à aider ses clients à atteindre leurs objectifs financiers grâce à des stratégies de placement sur mesure. Forte d'un engagement envers la gérance, Narwhal Capital Management propose des portefeuilles personnalisés conçus avec des placements adaptés aux risques, garantissant une compréhension approfondie des tendances du marché et des besoins individuels des clients.

Situé au 531 Roselane Street, Suite 420, Marietta, GA 30060, US, Narwhal Capital Management met l'accent sur la gestion de portefeuille basée sur les relations, le service proactif et l'éducation des clients. L'entreprise offre une gamme complète de services, notamment les obligations municipales, les services de conseil 401(k), le conseil financier, les services fiscaux et comptables, les obligations individuelles, les portefeuilles personnalisés, le conseil en placement, les dons de bienfaisance, l'analyse boursière, la planification financière et les actions individuelles. Narwhal Capital Management vise à donner aux clients les moyens de prendre en charge leur santé financière grâce à une prise de décision éclairée et à des investissements stratégiques.

Narwhal Capital Management est un partenaire de confiance pour les clients de la région métropolitaine d'Atlanta et au-delà depuis près de 25 ans. Le dévouement de l'entreprise à fournir des conseils en placement sur mesure et à favoriser le bien-être financier à long terme la distingue. Nous invitons le gestionnaire de Narwhal Capital Management à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme afin d'améliorer davantage la visibilité et le développement commercial de votre entreprise.

Key Personnel / Employees
Matthew Burton CFA Donald Skola CPA EA MTx David Hale Andrew Hall

Compare Companies Side by Side

Compare Narwhal Capital Management with 3 companies in Investment-Management

4 Companies
Comparison Field
Narwhal Capital Management
Narwhal Capital Managemen...
Main Company
Manning & Napier
Manning & Napier
View Profile
ICT - Institute of Corporate and Taxation
ICT - Institute of C...
View Profile
CCM Investment Advisers
CCM Investment Advis...
View Profile
Founded Year
1970 2022 1986
Company Size
201-500 11-50 11-50
City
Marietta, GA Fairport, NY Islamabad, Islamabad Columbia, SC
Country
United States United States Pakistan United States
Skills & Keywords Comparing with main company
16 Total Skills
Investment Management Financial Planning Portfolio Management Investment Advice Wealth Management Financial Consulting Retirement Planning Municipal Bonds 401(k) Advisory Services Tax & Accounting Services Individual Bonds Custom Portfolios Investment Advisement Charitable Giving Stock Analysis Individual Stocks
7 Total 2 Common 5 Unique
Match 13%
Common Skills:
Investment Management Wealth Management
Unique Skills:
Asset Management Business Planning Endowments & Foundations Tax Planning Trust & Fiduciary Services
18 Total 18 Unique
Unique Skills:
Accounting Bookkeeping Business Compliance Coaching Compliance Management Corporate Governance +12
5 Total 5 Unique
Unique Skills:
Balance Portfolios Equities Fixed Income Investment Managment Separately Managed Accounts
4
Total Companies
1970
Oldest Founded
2
Countries
43
Unique Skills

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Alternative Company Names

This company is also known as

Narwhal Capital Management 独角鲸资本管理 नारवाल कैपिटल मैनेजमेंट ناروال لإدارة رأس المال