Founded in 2005 and based in suburban Atlanta, Narwhal Capital Management is an independent investment advisory firm that provides advice, research and portfolio management for high net worth individuals and institutional investors. The firm specializes in a long-term value approach to equities through a unique blend of top-down meets bottom-up analysis while using a fixed income strategy that seeks to take advantage of market opportunities.  This balanced approach serves to maximize diversification and returns.  Prior to 2005, Narwhal’s operations and its management were a division of Matsco Incorporated, a Delaware holding company.

Narwhal Capital Management offers investment advisory services to sophisticated investors.

• Narwhal Capital Management’s Moderate Balanced Composite which targets asset allocation of 60% equities, 30% fixed income and 10% cash has produced an 8.05% annualized return since inception in 1994.

• Narwhal Capital Management’s All Equity Composite has produced a 3.16% annualized return since inception in 2000.

• Narwhal’s minimum asset size for wealth management services is $4 million.

• Narwhal prepares and distributes to its clients and selected market targets original research on topics such as Macro-Economic Predictions, Market Valuations, Sector Analysis and Individual Company Analysis and Recommendations.

• Narwhal’s performance earned the firm a “Premier Advisor of Atlanta” designation by the National Association of Board Certified Advisory Practices (NABCAP) in 2011.

• Matthew D. Burton, CFA – Co-founder and President

• MacArther “Mac” R. Plumart, CFA – Co-founder and Executive Vice President

• John J. Holt – Compliance Officer

• Andrew D. Hall – Account Executive