Timothy Nash
CFP®, CFA®, CAIA®
Aequitas Investment Advisors, LLC
Principal & Chief Portfolio Strategist
Timothy Nash
CFP®, CFA®, CAIA®
Aequitas Investment Advisors, LLC
Principal & Chief Portfolio Strategist
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Timothy Nash, CFP®, CFA®, CAIA®
Fee-Only financial planner located in Hingham, MA, serving clients locally and across the country
Timothy Nash is a Hingham, MA fee-only financial planner. Aequitas Investment Advisors, LLC provides comprehensive investment planning, charitable planning, and sustainable investing to help individuals, families and non-profit organizations organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Timothy Nash is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Tim Nash joined Aequitas in June of 2017 after serving as a trusted advisor at four large financial institutions in Boston and New York over a period of 30 years. As the lead investment counselor for a top global Citi Private Banking team, Tim helped offset the outsized investment risks owned by real estate and private equity principals. Prior to that, Tim served as a Managing Director and Senior Portfolio Strategist to some of US Trust’s largest institutional clients, managing $3.6 billion in pension, endowment, foundation and trust portfolios. Tim also served as an investment advisor to major defined contribution plan sponsors while at Fidelity Investments in Boston, and successful entrepreneurs and portfolio managers while at Kidder Peabody & Co. in New York City.
Tim currently serves on the Board of Road to Responsibility, an organization that finds jobs and housing for special needs adults. He also serves on the boards of the Hingham High School Rowing Association and the Hingham Maritime Center. Previously, he served as a mentor at Middlebury College for students in the MiddCORE program and has served on various committees for the Hingham Congregational Church, the Hingham Yacht Club, and Black Rock Country Club.
Tim holds a Masters of Business Administration from The Wharton School at the University of Pennsylvania, a Bachelor of Arts from Trinity College in Hartford, the CERTIFIED FINANCIAL PLANNERTM designation, the Chartered Financial Analyst (CFA®) designation and the Chartered Alternative Investment Analyst designation (CAIA®).
Timothy Nash is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Aequitas Investment Advisors is an independent investment advisory and financial planning firm dedicated to providing individual clients, trustees, charitable foundations and non-profit organizations with highly personalized service in the management of their financial assets.
Aequitas offers a unique combination of personal service, substantial experience and independent advice. Clients are assured of an objective and practical presentation of solutions to address their concerns and needs. All work is performed on a Fee-Only basis which eliminates the conflict of interest inherent with the typical product or commission-based alternatives.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Timothy Nash is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Timothy Nash is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Timothy Nash is a CFA® charterholder
The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.
This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.
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Timothy Nash is a Member of the CFA Institute
The CFA Institute is a global, not-for-profit organization comprising the world’s largest association of investment professionals. With more than 170,000 members and 150 regional societies around the world, the organization is dedicated to developing and promoting the highest educational, ethical, and professional standards in the investment industry.
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Timothy Nash is a Chartered Alternative Investment Analyst® (CAIA®)Chartered Alternative Investment Analyst® (CAIA®) is a professional designation offered by the CAIA Association to investment professionals who complete a course of study and pass two examinations. The "alternative investments" industry is characterized as dealing with asset classes and investments other than standard equity or fixed income products. Alternative investments can include hedge funds, private equity, real assets, commodities, and structured products. The CAIA curriculum is designed to provide finance professionals with a broad base of knowledge in alternative investments.
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Aequitas Investment Advisors, LLC is an Approved Dimensional Funds AdvisorDimensional believes an advisor can work closely with you to understand your financial needs and provide a range of wealth management services, while encouraging the discipline essential to long-term investment success. Financial advisors who work with Dimensional operate independently from Dimensional and vary in the extent to which they use Dimensional funds.
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Timothy Nash is a Member of the CFA Society of Boston
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Timothy Nash Serves on the Board of Road to Responsibility
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Timothy Nash Serves on the Board of Hingham Maritime Center
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Timothy Nash was a Speaker at the 5th Annual Private Wealth New England Forum
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Aequitas Investment Advisors is a Member of the South Shore Chamber of Commerce
Contact Timothy Nash
Office Locations:
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175 Derby St
Suite 24
Hingham, MA 02043
