“Plan, Grow, Prosper - Your Way”

If you want to explore different investment options and strategies, you found the right place. 

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 clients to help them develop strategies and portfolios that fits 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. 

WHO ARE OUR CLIENTS?

  • New investors seeking basic education on how and where to invest 
  • Experienced investors wanting to diversify beyond the Traditional investments
  • Accredited and high net worth individuals interested in Alternatives investments
  • Small business owners who seek better cash management and retirement planning

HOW DO WE WORK WITH CLIENTS?

  • Portfolio management and asset allocation - active trading and passive investing
  • Retirement plan set up and advisory services – 401(k)/403(b), cash balance plans, and non-qualified deferred compensation plans
  • Charitable giving planning – donor advised funds

WHAT DO WE USE?

  • Independent and proprietary fundamental and technical research
  • Professional financial planning software (complementary to use – click here)
  • Portfolio and risk analysis software
  • Alternative investment services and providers
  • Retirement plan resources

WHERE DO WE WORK WITH CLIENTS?

  • Clients may be nearby or dispersed geographically – directly in person, over the phone, remotely online, or a combination thereof. 
  • Our interaction can be frequent or not – you decide.  We adapt to clients' personalities and preferences regarding the level of engagement. 

WHY DO WE DO WHAT WE DO?

This is the most important question.  We do not regard our services as simply a job that is done reluctantly, but rather are passionate and enthusiastic as fiduciaries focused on your financial success.  We are aligned with you, so your success is our success.  We thrive on unpredictability and eagerly confront the challenges encountered in the financial markets every day.  Our satisfaction is derived from developing a strong relationship with you and seeing to it that your personal goals can inevitably be achieved.