A complete list of active advisors currently associated with Nashional Investments
Warmer can help you find a great advisor at Nashional Investments or one who fits your needs even better.
Nashional serves individuals and business owners — and indicates it works with high‑net‑worth clients — by providing ongoing portfolio management, hourly financial advising, and specialized real estate consulting such as 1031 exchange replacement‑property identification. The firm advises on both traditional investments (ETFs, stocks, bonds) and selected alternatives, including real estate funds (REITs and DSTs), structured notes, and non‑variable insurance products. Nashional documents each client’s goals and risk tolerance in an Investment Policy Statement and typically manages accounts with discretionary authority, drawing on a mix of analytic methods (charting, cyclical, fundamental, quantitative, and modern portfolio theory) and trading strategies that can include long‑ and short‑term trading, margin, options, and short sales. It aggregates household account values for portfolio management, relies on custodians such as Interactive Brokers, Charles Schwab and Altruist, and provides monthly or quarterly reports generated by the custodian. Compared with peers of similar size, Nashional’s principals maintain several outside businesses and licenses — a tax‑planning/preparation practice, an insurance agency, mortgage‑lending activity, a lending‑platform partnership, and an association with futures/options — which the brochure discloses as potential conflicts of interest and describes how client consent and disclosures are handled. The firm’s offering of fee‑collected 1031/DST consulting and its broad set of affiliated non‑investment services are notable among supported firms with modest AUM and a small advisor team.
To learn more about the advisors currently working at Nashional Investments, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
McKinney, TX
| 5
| |
McKinney, TX
| 14
| |
McKinney, TX
| 8
|
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