A tax-aware core portfolio around your alternatives.
Discretionary management of stocks, bonds and ETFs, built around an Investment Policy Statement and coordinated with your alternative holdings.
Nashional Investments · Updated October 2026
Built for you
Allocation set from your goals, time horizon and risk tolerance, written into an Investment Policy Statement.
Tax-aware
Asset location, tax-loss harvesting and gain planning, led by a CPA.
Coordinated
Rebalanced with your DSTs, funds and private holdings in view, not in isolation.
Fees
0.75% a year on the first $499,999 and 0.50% on assets of $500,000 and above, billed monthly in arrears. See all fees.
We also advise on group 401(k) plans for business owners for 0.25% a year, with custody through Schwab and Matrix Trust.
Investing involves risk, including the possible loss of principal. Diversification does not ensure a profit or protect against loss.
Start with a conversation.
Your first conversation with us is complimentary. We will tell you which strategies fit your situation, and which do not.