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.
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Services we offer:
Loan and
financing information
Global Growth Portfolio- investor portfolio designed to provide an
asset allocation that reflects the changing global economy
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 881485
Who We Are
Atlantic Financial, Founded 1994,
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
Our broker dealer, Cantella & Co. (founded 1952), serves
as provider of our back office support. Through Cantella & Co.,
Atlantic Financial client assets, including 401k assets, are held by
major clearing firms and be backed by insurance coverage from the SIPC
as well as supplemental coverage depending on the clearing firm.
Atlantic Financial clients may have assets directly at
investment or mutual fund companies or, through our broker dealer at these
major clearing firms:
National Financial Services Corp., a Fidelity
Investments Company
Pershing, an affiliate of the Bank of New York Mellon
JP Morgan
Raymond James
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.
Services We Offer
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:
Additional Products
For more information or to have us answer any questions you
may have, please call 1-800-559-2900,
email Atlantic Financial, or contact us
More
about Atlantic Financial
