REAL ESTATE
CASH BALANCE RETIREMENT PLANS
Invest in physical brick & mortar assets, private or public funds, syndications, or REITs.
A qualified retirement plan with high contribution limits for those who qualify based on several factors.
EDUCATION PLANNING
Customize your college savings portfolio based on your financial goals, risk tolerance, and timeline.
MANAGED FUTURES
STRUCTURED NOTES
Invest in the commodity markets* to create a managed futures portfolio.
A structured note combines a zero-coupon bond issued by a bank and an equity-linked options package.
DONOR ADVISED FUNDS
A tax-efficient charitable giving strategy to maximize giving to qualified charitable organizations.
TRADITIONAL INVESTMENTS
GROUP 401K RETIREMENT PLANS
Traditional investments include individual stocks, bonds, and exchange traded funds (ETFs).
A group 401(k) plan is a critical component of any comprehensive and competitive benefits package.
HEALTH SAVINGS ACCOUNTS
HSAs provide a “triple tax benefit” for those with a high deductible health insurance plan.
BROAD
RANGE of SOLUTIONS & STRATEGIES
CRYPTOCURRENCY
PRIVATE CREDIT/EQUITY
& HEDGE FUNDS
Invest in this virtual or digital type of currency that is secured by cryptography.
Access to a variety of third-party proprietary platforms that provide access to these types of investments.
INDEXED UNIVERSAL LIFE
IULs focus on cash value accumulation and insurance protection rather than protection alone.
OUR VISION
Nashional Investments is an independent registered investment advisory firm that focuses on ensuring clients can invest the way they want through our broad platform of traditional and alternative investment options and strategies. As a fiduciary, our breadth of investment choices is expansive and includes stocks, bonds, and ETFs (collectively, “Traditional”); as well as private equity, hedge funds, managed futures and options, commodities, real estate, and structured notes (collectively, “Alternatives”). In addition, we offer or advise on tax-focused solutions such as retirement plans, donor-advised funds, and health savings accounts. If you want it, we have it.
We work with our clients to help them develop strategies and portfolios that fit their needs and preferences. We understand that risk, systematic and non-systematic, must be properly managed and mitigated, which can only be done through diversification using multiple asset classes. We support active and passive management and believe a case can be made for both approaches. Our client engagement emphasizes tax planning and the potential tax implications of your decisions. Your net investment return is what matters.
OUR TEAM OF ADVISORS
JEFF NASH, CFP®, CPA
PRESIDENT/CIO
FOUNDER
DENVER MCCLURE
INVESTMENT ADVISOR REPRESENTATIVE
Jeff Nash, CFP, CPA
Licenses and Certifications:
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CERTIFIED FINANCIAL PLANNER™ Professional
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Certified Public Accountant (Texas)*
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Investment Advisor Representative
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Series 3, 7, 30 & 66
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General Lines Agent - Life, Accident, Health, and HMO
Education:
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Bachelor of Arts, Political Science - University of Oklahoma
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Master of Taxation - Mississippi State University
Denver McClure
Licenses and Certifications:
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Series 65
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General Lines Agent - Life, Accident, Health, and HMO
Education:
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Bachelor of Business Administration, Management – Midwestern State University
CONTACT
NASHIONAL INVESTMENTS
OUR ADDRESS
5900 S. Lake Forest Dr., Ste 380, McKinney, TX 75070
Email: info@nashionalinvestments.com
Tel: 855-627-4466 X1
For any general inquiries, please fill in the following contact form:
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