Performance

Our Record

Narwhal and its predecessor entity have produced an 8.62% annualized return over the last 17 years (disclosures). For comparison’s sake, the S&P produced an annualized return of 8.01% over that same time period.

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

Our Performance

Franklin Delano Roosevelt said, “True individual freedom cannot exist without economic security and independence.”

Although Roosevelt was referring the state of the powerful nation that he was destined to lead, we use this same approach on a microcosmic level. Because your security is our primary financial concern, it is important to us that you take solace in your own financial freedom.

With over 17 years of experience providing advice, research, and portfolio management, we’ve found that a balanced and consistent investment strategy is the best formula for success.

Our aim, therefore, is quite simple: provide stewardship for all of our clients.

Although the idea of stewardship itself may seem commonplace compared to other institutions’ claims, our results are not. Whether we work for an individual, an institution, a pension fund or a family, we want to see and know the client, their hopes and dreams, their fears, their plans for the future and the relationships they value.

This, we believe, is stewardship.