Nashional Investments
NFP
McKinney, TX | nashionalinvestments.com
Aliso Viejo, CA | nfp.com
KEY CONTACT(S)
Jeff Nash | 1.855.627.4466 | jeff@nashionalinvestments.com
FIRM PROFILE 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.
PRIMARY MARKET(S) SERVED
NAPA FIRM PARTNERS
Broker-Dealers & RIAs
KEY CONTACT(S)
Brian Roberts | 757.876.4171 | brian.roberts@nfp.com Jami Chapman | 949.460.9898 | jami.chapman@nfp.com Bethany Lynn | 949.460.9898 | bethany.lynn@nfp.com
FIRM PROFILE At NFP, our solutions and expertise are matched only by our personal commitment to each client’s goals. We’re a leading consultant that provides employee benefits, property & casualty, retirement and individual private client solutions through our licensed subsidiaries and affiliates. NFP has more than 5,600 employees and global capabilities. Our expansive reach gives us access to highly rated vendors and financial institutions in the industry, while our locally based employees tailor each solution to meet our clients’ needs. We’ve become one of the largest consulting firms by building enduring relationships with our clients and helping them realize their goals.
PRIMARY MARKET(S) SERVED
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OPTIONS AVAILABLE • Participant Advice/Participant Services • Allows Fiduciary Declaration 3(21)/3(38)
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OPTIONS AVAILABLE • Preferred Provider Program • Retirement Sales Desk Representative • Business Development Consultants • Recruiter for Retirement Plan Advisors • 3rd Party Vendor Analysis Tool • Other Tools • Benchmarking Tools • Participant Advice/Participant Services • CRM/Data Aggregation • Allows Fiduciary Declaration 3(21)/3(38) • Custom Risk Based/Target Date Models • 408(b)(2) - In-House or Outsourced • Plan Sponsor Fiduciary Training • Stable Value Analysis • Minimum Fee Schedules
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