Important disclosures.

Registration

Investment advisory services are offered through Nashional Independent Investment Management LLC, doing business as Nashional Investments, an investment adviser registered in Texas and New Jersey. Registration does not imply a certain level of skill or training. We may only transact business in states where we are registered or qualify for an exemption. Any direct communication with a prospective client is conducted by a representative who is registered or qualifies for an exemption in that person's state.

Firm CRD 289955. Jeff Nash CRD 6031965. Denver McClure CRD 7319835. Our Form ADV Part 2A brochure and Part 2B supplements are available at adviserinfo.sec.gov or on request.

General information

This website provides general information about our services. It is not an offer to sell or a solicitation to buy any security, and it is not personalized investment, tax or legal advice. Content is developed from sources believed to be accurate. Consult your tax and legal professionals about your situation.

Alternative investments

DSTs, Opportunity Zone funds, energy programs, private funds, non-traded REITs and structured notes are speculative and illiquid, may be difficult to value, carry sponsor and issuer risk, and are generally available only to accredited investors. You may lose some or all of your investment. Tax benefits are not guaranteed and depend on your circumstances and current law.

Digital assets

Digital assets are highly volatile, may lose all of their value, and are not insured by the FDIC or SIPC.

Conflicts of interest

Persons affiliated with our firm may earn compensation from affiliated businesses, including insurance commissions through Nashional Independent Insurance Agency LLC, tax services through Nashional Independent Tax Planning PLLC, mortgage lending, a futures firm, and loan advisory through Fiduciary Financing LLC. Clients are never required to use these services. See affiliated companies and Items 10 and 11 of our Form ADV Part 2A.

Tools and calculators

Our planning tools are for illustration only. They do not store or send what you enter, they are not tax calculations, and their results are not recommendations.

Use of technology

We use software tools, including artificial intelligence, to support research and operations. All recommendations are made and reviewed by our advisers.

Investment risk

Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. Diversification and asset allocation do not ensure a profit or protect against loss. Hypothetical examples and calculator results are for illustration only and do not represent any actual investment.

Private offerings

Nashional Investments is an investment adviser, not a broker-dealer, and does not sell securities. DSTs, Opportunity Zone funds and other private offerings are offered by their sponsors through registered broker-dealers, generally under Regulation D, and only to investors who meet the applicable eligibility standards. We do not endorse any sponsor or offering by describing it on this site.

Third-party information and links

Information from third parties is believed to be reliable but is not guaranteed. Links to other websites are provided for convenience; we are not responsible for their content.

Testimonials

This website does not contain client testimonials or endorsements.

Privacy

Read our privacy policy.