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Atlantic Financial Inc.

Understanding the Changing Face of Our Global Economy

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 families who need asset management and investment advice and execution.
- 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 or need assistance with corporate pension and 401k plans and individual investors

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.

 

bruce fentonBruce Fenton is the founder of Atlantic Financial and is a leading economic strategist and advisor with a focus on emerging markets and the changing global economy.  Bruce is a specialist in emerging markets such as the Middle East North Africa region and lives in Saudi Arabia part time.

Bruce advises US and global investment clients and also provides consulting and project based services to Middle East and global organizations.  He has worked with Gulf government agencies, a major leading US based private equity and investment firm and several families and foundations.


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 email Atlantic Financial, or contact us

Request a Financial Plan

Understanding the Changing Face of Our Global Economy


Individual Investments

Financial Education 
Roth IRA | Managed Accounts | Retirement Savings Plans | Investment Management Firms

Wealth Management
Investment Strategy
Investing

Mutual Funds
Mutual Fund Center | Goldman Sachs Mutual Funds | Fidelity Investments | Broker of Record | Mutual Fund Wrap Accounts

Retirement Planning
IRA - Individual Retirement Account (IRA) | Rollover - IRA and 401k

Site Map

Corporate Services

Corporate Investors 
401k ERISA | Investment Management Information  401k Plans: Corporate and Individual 
401k Plan Fiduciary Responsibilities | 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

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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

 

 


 



 








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