Services Offered to Financial Professionals, Banks, Brokers, and Funds

At Atlantic Financial, we serve the needs of numerous investors. The following information provides an overview of the services we have available to investment firms, banks, brokers, and fund companies.

Many services are offered by Atlantic Financial, through our broker dealer, Cantella & Co. Inc.:

Two of the largest bond inventories in the world including specialized expertise in selection of municipals, treasuries, corporate and indirect government obligations
Proprietary research such as Lehman Brothers (through National Financial) and Raymond James Financial, a firm who has consistently ranked among the very best in small cap equity analysis
Access to over 18,000 mutual funds on a load-waived, fee or commission basis for hedge funds, traders or long term investors
Corporate 401k plans - we are one of America's leading distributors 401k Plans for companies of all sizes
Municipal Bond investing - extremely customized for high net worth individual and family account management
Access to proprietary tools for evaluating and monitoring over 20,000 managers on an ongoing basis.
Through Bear Stearns, we can complete very large and complex equity trades such as efficient liquidation of large closely held blocks and a borrowing / hedging program that essentially allows value to be received for proposed sale of restricted stock prior to the restriction end period.

Atlantic Financial focuses on the Middle East region and has extensive contacts in the Middle East. Mid to large sized US companies interested in investment banking and capital sources may leverage from our contacts and experience. Institutional investors, consultants and family offices wishing to gain exposure to the region should also contact us.

The combination of our flexibility and independence with our world class network of alliances and affiliates gives our clients the optimal mix of customized service and selection. We'd appreciate the opportunity to demonstrate what we are capable of.

Financial Professionals can consider a career with Atlantic Financial, in partnership with Atlantic Financial or as representatives of our broker dealer, Cantella & Co., Inc.

Institutional Investors Funds, Banks