Our Services
We are committed to exceptional, personalized asset management across all phases of the investment process. Among the services we offer include:
Financial Planning
The dedicated portfolio managers at Narwhal Capital Management will help you determine how you and/or your business can successfully achieve strategic financial goals and objectives by gathering data, setting goals, identifying financial issues, preparing written options and recommendations, implementing decisions, and periodically reviewing and revising the plan.
Estate Planning
Estate planning encompasses many tasks, including writing wills, developing trusts, establishing Powers of Attorney and planning ahead to avoid acquiring unnecessary taxes. The process of planning the transfer of all personal assets to chosen beneficiaries is often overwhelming for investors. Our goal is to make facilitating the distribution and finalization of your assets as easy as possible.
Asset Management
At the core of what we do is active portfolio management. After understanding a client’s goals and needs, we construct a portfolio of assets that we feel can help them achieve their goals in a manner consistent with their risk tolerance and time horizon.
Performance Calculations
We believe that every client has the right to know how well their portfolio is doing. For this reason we provide up-to-date portfolio performance and analysis by request
Investment Research
We continuously monitor the market to identify the sectors that present the most potential for growth. After first presenting a variety of options to the client, we plan the investment strategy in a way that will deliver the best results possible. Our clients also have the benefit of reviewing our original research on a number of investment topics
Tax Exempt Bond Portfolio Management
We offer management services for bonds that are issued by a municipal, county or state government, whose interest payments are not subject to federal income tax, and sometimes also state or local income tax.
Equity Portfolio Management
There are normally two types of equity portfolio management: qualitative and quantitative. We utilize an active qualitative management or “top-down meets bottom-up” approach, carefully hand-picking stocks that are expected to outperform the market. We analyze global economies to find countries and industries that have appealing investment characteristics. We also look at the markets using a bottom-up approach to find under-valued companies. Our selections are based on a variety of factors including income statements and balance sheets, financial ratios and earnings potential, companies generating free cash flow, research reports and other ad hoc methods of analysis.
