Atlantic Financial Inc.

Atlantic Financial strives to provide access to markets, investment and wealth management strategies that reflect the changing face of our global economy. Our clients include institutional investors, family offices, financial advisors, banks, corporations and high net worth individuals throughout America and the world.


What we do
Atlantic Financial helps individuals, families, corporations and governments invest and protect their assets based on their goals and on the changes in the global economy.

Examples of who we serve:
- Individuals and family offices who need asset management and investment advice and execution.
- Retirees and pre-retirees who need to roll over 401k and IRA accounts
- Governments and sovereign wealth funds who need investment execution and targeted economic advice and introductions
- Investment firms, professionals, banks and funds who need execution and specialized services
- Corporations who invest, need cash management or assistance with corporate pension and 401k plans

Services we offer:

IRA/ 401k Rollovers
Corporate 401k Plans
Wealth Management and Managed Accounts
Financial Planning
Asset Management Performance Service Engagement Programs
Equities Trading and Management
Money Management Firm Selection and Monitoring
Loan and financing information
Investment Firms, Funds, Banks and Financial Professionals review our institutional investment services
Financial Planning
Section 529 College Savings Plans

Investor education Mutual Funds Tax Planning Money Management

Financial Planning Bonds 401k and IRA Rollovers

Emerging Markets / Institutional Services for US based investors
We work with institutional investors such as fund of funds, banks, endowments, asset management groups and family offices - our focus is on the Middle East economy specifically The United Arab Emirates (including Dubai and Abu Dhabi), Saudi Arabia, Oman, Bahrain, Qatar, Kuwait, Egypt, Lebanon, Morocco and Tunisia.

Fidelity Investments Fidelity Advisor trends global economy Atlantic Financial

Who We Are

Atlantic Financial, Founded 1994, Atlantic Financial is headquartered near Boston, Massachusetts. Our clients include corporations , institutional investors and individuals throughout America and the world. Atlantic Financial strives to provide efficient and cost effective service.

We help individual, government and corporate investors with financial planning, mutual funds, 401k plans, IRAs, rollovers, stocks, bonds, CDs, portfolios and more. We offer advice, consulting and financial research.

Open an Account with Atlantic Financial

Expertise and Objectivity

Because Atlantic Financial has no management ties to specific money managers or mutual fund companies, we are able to remain objective in our recommendations. For corporate retirement plans, Atlantic Financial serves as an additional buffer between plan trustees and their mutual fund or money management company. This serves to provide companies with a place to turn regarding problems that may arise. This also assists the plan in compliance with legal issues such as the investment aspects of the ERISA laws. Atlantic Financials clients can access money management firms and mutual fund companies which include nearly all of the nation's top firms.

Our Wealth of Resources

Atlantic Financial clients may have assets directly at investment or mutual fund companies or major clearing firms and banks.

We feel that the excellent resources, technology and stability of our partners provide our clients with the best of both worlds: the stability and peace of mind you receive from working with an industry leader, and the personalized services you expect from a boutique firm.

Fee-based or Commission-based Asset Management

Our Investing Affiliates

Atlantic Financial clients are able to invest with several mutual fund companies, money management firms and trust companies, giving you an extremely large selection of investment options.

Included in our list of mutual fund offerings are some of the following companies:

Alger Alliance American Century Berger Calvert Capstone CGM Colonial Davis Funds Delaware Group Dreyfus Eaton Vance Enterprise Evergreen Fidelity Fidelity Advisor Franklin Gabelli Westwood GAM ING Ivy Janus John Hancock Kemper Lord Abbett Mainstay MFS Montgomery Nationwide

Neuberger and Berman Nicholas Applegate Nuveen Oakmark One Group Oppenheimer Parkstone Phoenix Pioneer Putnam Scudder T. Rowe Price Templeton Twentieth Century Van Eck Van Kampen Vanguard Warburg Pincus Funds ...and many other Mutual Funds Additional Products Stocks (all exchanges) Bonds (corporate, government) CDs Limited Partnerships LLCs Money Market Accounts

For more information or to have us answer any questions you may have, please call 1-800-559-2900, or email Atlantic Financial, or contact us

More about Atlantic Financial

Financial Dictionary

 

Understanding the Changing Face of Our Global Economy

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