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 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 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

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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

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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.

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